Experience

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  Jane Street

  • Hong Kong SAR

  • Tax Specialist

    • Oct 2022 - Present
    • Hong Kong SAR

    Counsel for tax structuring, planning, and advisory for Asia capital markets and financial products transactions.

• 

  Clifford Chance

  • Hong Kong

  • Counsel

    • Oct 2015 - Oct 2022
    • Hong Kong

    Counsel for tax structuring, planning, and advisory services for Asia inbound and outbound transactions across financial and non-financial industries. - Greater China tax advisory on direct and indirect taxes- M&A tax planning and tax reps, warranties and indemnities drafting and negotiation- Tax structuring and documentation for funds- FATCA and CRS tax advisory and documentation review and drafting- Support insurers in underwriting Warranty and Indemnity insurance in relation to tax- Executive compensation tax structuring and documentation

• 

  QBE Insurance

  • Hong Kong

  • Head of Risk, Asia Pacific

    • Apr 2014 - Oct 2015
    • Hong Kong

    Implementation of Asia operational, financial and reputational risk management framework.

• 

  AIA

  • Hong Kong

  • Head of Group Tax

    • Oct 2007 - Apr 2014
    • Hong Kong

    Led tax planning and structuring for all corporate transactions, including capital markets and M&A opportunities, in Asia Pacific; managed Group tax reporting, planning, compliance and controversy function.

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  White & Case

  • Beijing, Shanghai, Tokyo

  • Counsel

    • Aug 2001 - Sep 2007
    • Beijing, Shanghai, Tokyo

    Managed and led Greater China Tax Practice covering China and Hong Kong; advised on all aspects of taxation of foreign direct investments into China for financial and non-financial industries, especially in the areas of real estate investments, M&A transactions, and tax-efficient profit repatriation strategies; advised on U.S. and Japan international tax planning and transfer pricing.

• 

  Ervin Cohen & Jessup LLP

  • Los Angeles, CA

  • Tax Associate

    • Apr 1999 - Aug 2001
    • Los Angeles, CA

    Researched and prepared legal memoranda on US federal and state tax laws; prepared and filed U.S. Tax Court Petitions and requested administrative rulings from California state and local tax authorities.

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  Ernst & Young

  • Los Angeles, CA

  • Senior Tax Consultant

    • Oct 1997 - Apr 1999
    • Los Angeles, CA

    Advised clients on inbound and outbound US federal income tax issues including “check-the-box” planning, foreign tax credit planning and utilization of treaty networks; reviewed and analyzed financial statement and income tax return information, including Form 5471’s and calculated foreign earnings and profits and Subpart F income.