Specialize in providing global mobility solutions to cross-border tax issues. US tax expert with over 15 years of experience in consulting and compliance work.
Overview
18
18
years of professional experience
13
13
years of post-secondary education
Work History
Senior Tax Manager- Global Mobility
VIALTO PARTNERS (FOMERLY PRICEWATERHOUSECOOPERS)
07.2023 - Current
Ensured compliance with international tax regulations by managing preparation of required documentation and analyses.
Design global mobility tax strategies for clients that include cost projections, cross-border issues and advisory services. Clients include PwC, Google, Amazon, etc.
Specialized in providing US tax compliance services to high net worth individuals. Annual target: 150-200 US tax returns
Conducted annual on-site presentations and trainings in the US and India.
Negotiated favorable terms with taxing authorities during audits or other examinations, resulting in reduced penalties or interest assessments for clients'' businesses.
Leading a team to successfully emerge stronger through a period of transition post acquisition.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Cultivated positive rapport with fellow employees via effective coaching to boost company morale and promote employee retention.
Provide gift tax planning and prepare trust returns.
US Tax Manager
PRICEWATERHOUSECOOPERS/VIALTO PARTNERS
01.2013 - 06.2023
Served as a subject matter expert in various operational areas such as international taxation, cross border tax issues, federal and state/local taxes.
Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
Assisted clients through IRS audits, successfully negotiating resolutions and minimizing penalties owed.
Managed a team of associates, providing mentorship and professional development opportunities to foster growth.
Reviewed and signed off on complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
Collaborated with cross-functional teams to ensure seamless international transfers.
US Tax Senior Consultant
KPMG AG
3 2011 - 9 2012
Client Service & Expatriate Tax Consultation - International Executive Services (IES). Main clients include UBS, Zurich Financial Services, Swiss Reinsurance and Philip Morris International.
Specialized in providing expatriate tax services to high net-worth individuals
Completed in-depth research into tax issues affecting international transfers to offer expert advice and accurately prepare tax projections.
Provide consulting and compliance services on the Foreign Account Tax Compliance Act (FATCA)to ensure full compliance
Special focus on tax planning and impacts of international tax issues on US taxation (stock options, foreign pension taxation, localization, compensation inclusion, etc.)
Provide pre/post US assignment consultations, data gathering, tax equalizations and tax compliance services
Completed and filed returns with tax departments at local, state, and federal levels.
Payroll projects: Year-end payroll reporting and compensation preparation and review - Calculation of gross-ups, expatriate allowances, hypothetical tax and review federal and state tax withholdings
Specialized in US and international tax treaty interactions to ensure international tax compliance
Handle and resolve tax audits and notices from the Internal Revenue Service and state tax authorities.
US Tax Associate / Senior Associate
PRICEWATERHOUSECOOPERS
01.2007 - 02.2011
Client Service - International Assignment Services (IAS)
Specialized in providing effective expatriate tax services to high net-worth individuals
Main clients include The Procter & Gamble (P&G), Boeing, Fluor Corporation, British Petroleum, Siemens and Exxon Mobil
Specialized in delivering cost effective consultations to ensure smooth transitions
Leading expatriate consultant for The Procter & Gamble - Coordinate and administer all assignment related activities
Collaborated with cross-functional teams to address and resolve multi-state taxation issues, fostering a unified approach to compliance.
Full client coordination responsibility, planning, tax contact and workload management for 400 P&G expatriates and foreign nationals
Primary consultant on engagements for Credit Suisse, Tyco Corporation and JP Morgan
Fully responsible for conducting pre, during and post expatriate assignment consultations with individuals
Tax Contact - provide ongoing support throughout the duration of assignment
Handle correspondence with tax authorities to provide high quality tax service
Work with PwC offices globally achieving overall client satisfaction and targeted turnaround time
Rated as a High Performer (Matrices: Individual's contribution to client satisfaction, people management and profitable growth) by senior management in the yearly performance evaluation for 4 years
Expatriate Tax Compliance and Tax Equalization
Core responsibilities: 1) Expatriate tax consultations 2) Client coordination for pre/post expatiate assignments 3) Tax contact for expatriates globally 4) Global coordination with client and work offices 6) U.S
Very strong in the area of determining residency status, immigration issues, first-year elections, compensation sourcing, etc
Very strong technical and research skills from a good foundation in compliance training
Headed weekly knowledge-sharing session 'Share & Collaborate' in 2009 with the objective to standardize work processes across all levels
Technical Tax Training (2007 & 2008): Asia-Pacific technical training (Japan, India and Singapore) in Thailand to strengthen consulting and compliance skills
Conducted the New Hires Training on IAS focused topics including foreign earned income exclusion and foreign tax credits
Conducted the yearly office-wide IAS Technology Tools Training from 2008 - 2010
Technology Coordination
GoSystem and Global Office SuperUser - The designated 'go-to' person in the Singapore and India (Kolkata) offices for GoSystem issues and questionns
Conduct yearly office-wide training in Adobe for the frontloading and preparation of tax returns towards a paperless environment
Active involvement in piloting new technology tools and software in expatriate tax services.
Offered clients recommendations to reduce tax liabilities
Conference Manager
ARK GROUP ASIA (Singapore)
06.2006 - 08.2024
Take responsibility for the overall intellectual content and design of conference programs, for initiating new contacts and ideas for conference programs
Successfully created, produced and managed a conference on 'Change & Knowledge Management' with high net-worth delegates as participants.
Negotiated contracts with venues, vendors and suppliers to obtain best rates and services.