Janise Lee

• Take lead role as project manager to work with various internal process owners and external auditor to obtain clean OSPAR.
• Provide solutions to client teams for all types of Risk Management (“RM”) queries, in particular, specializing in MAS outsourcing questions;
• Support client teams to negotiate local or global contracts to reach mutually acceptable agreement.
• Review tender terms with time pressure.
• Arouse client teams’ awareness on importance to manage risks through conducting RM trainings to large group of audience.
• Handle incident reporting.
• Participate in meetings with Project Acceptance Committee (formed by Senior Partners) independently to discuss higher risk engagements, taking minutes and giving valuable inputs from RM perspective during meetings, and follow up any action points with client teams.
• Was once seconded to Advisory Risk Management team for six months to gain exposure to different Lines of Services.

March 2011 to February 2012

• Provided wide range of consulting services on inbound and outbound assignment related matters on Hong Kong and US taxes, including:-

- Compensation review and restructuring

- Review employment contract and assignment letter

- Housing reimbursement scheme

- Tax planning strategies

- Tax audit defense

- Health check

• Provided wide range of compliance services for inbound and outbound assignees on matters related to Hong Kong and US taxes, including:-

- Tax equalization calculation

- US and Hong Kong individual tax return with and without exemption claim

- Hong Kong employer’s return

- Arrival, extension and departure tax briefings

• Provided a wide range of Macao consulting services at corporate level, including:-

- Tax planning and structuring strategies

- Due diligence on M&A acquisition

- Tax consultation

- Agreed upon procedures

• Provided a wide range of Macao compliance services for corporations and individuals, including:-

- Complementary (Profit) tax return

- Professional (Individual) tax return

- Company secretarial services, such as setting up of company, increase of investment capital etc

- Monthly payroll calculation

- Tax review for audit clearance

• Monitored the RM compliance within Macao office by:-

- providing RM trainings to Partners, Directors and managers and staff

- attending quarterly RM conference calls with active participation

- dealing with RM issues with engagement team and Central RM team

- getting familiar with the Firm’s RM policies and procedures

• Preparing various reports, worksheets, bank reconciliation and cash flows.

• Preparing vouchers, sales report, issued and processed invoices.