Experience

United States Tax Court

• Administration of Justice
• 1 - 100 Employee

• Attorney Advisor

  • Oct 2023 - Present

  Washington DC-Baltimore Area Attorney Advisor to the Honorable Kathleen Kerrigan, Chief Judge

• Judicial Law Clerk

  • Oct 2020 - Oct 2023

  Washington, District of Columbia, United States



PwC

• Professional Services
• 700 & Above Employee

• International Tax Associate

  • Jul 2018 - Sep 2020

  Greater Boston Area Advised US and foreign multinational companies on a variety of cross-border tax restructurings involving M&A transactions, legal entity rationalizations, post-merger integrations, and debt/equity financings. The work included: • Assisted with the development and implementation of reorganizations to address tax reform impact to corporations; • Conducted legal research and draft memoranda on issues related to tax reform, restructurings, and acquisitions; • Followed developments in the US… Show more Advised US and foreign multinational companies on a variety of cross-border tax restructurings involving M&A transactions, legal entity rationalizations, post-merger integrations, and debt/equity financings. The work included: • Assisted with the development and implementation of reorganizations to address tax reform impact to corporations; • Conducted legal research and draft memoranda on issues related to tax reform, restructurings, and acquisitions; • Followed developments in the US tax code and communicate changes and planning opportunities to clients; • Reviewed intercompany agreements and shareholder resolutions for consistency with restructuring plans and objectives, ensuring no unintended tax consequences arise. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Associate

  • 2015 - 2017

  Greater New York City Area I assessed deferred and equity-based compensation plans for employee tax consequences and employer obligations, and advised clients on potential tax planning opportunities with respect to international equity compensation plans. That included: • Managing tax due diligence projects through tracking foreign office responses, internal document review progress, and final delivery to clients, while ensuring that projects keep pace with client deadlines; • Conducting due diligence for M&A… Show more I assessed deferred and equity-based compensation plans for employee tax consequences and employer obligations, and advised clients on potential tax planning opportunities with respect to international equity compensation plans. That included: • Managing tax due diligence projects through tracking foreign office responses, internal document review progress, and final delivery to clients, while ensuring that projects keep pace with client deadlines; • Conducting due diligence for M&A transactions to evaluate risks related to existing equity compensation plans; • Drafting prospectus disclosures and employee communications that provide information for share plans, including taxable event dates, mandatory holding periods, and explanations of award withholding; • Advising clients on corporate tax deduction and chargeback feasibility, host country registration, and employer reporting and payroll obligations. Show less



U.S. Securities and Exchange Commission

• United States
• Financial Services
• 700 & Above Employee

• Research Specialist - Division of Trading and Markets

  • Aug 2013 - Jan 2015

  Washington D.C. Metro Area I reviewed Rule 19h-1 applications from broker-dealers and investment advisors seeking readmission into the securities industry, following a statutory disqualification from working in the securities industry. Recommended courses of action to the SEC Division of Enforcement, depending on the disqualifying offense. I also revised proposed rule changes by SROs, and drafted changes to ensure consistency with the Securities Exchange Act of 1934.



Virginia State Corporation Commission

• United States
• Government Administration
• 300 - 400 Employee

• Law Clerk

  • May 2013 - Aug 2013

  Richmond, Virginia Area I evaluated investment advisor client suitability obligations for recommending REITs and other alternative investments to their clients. I also aided attorneys in the Virginia Division of Securities pursue cases for securities fraud, embezzlement, misappropriating investor funds, and selling unregistered securities.



The George Washington University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant - Chinese Business Law

  • Dec 2012 - May 2013

  Washington D.C. Metro Area Interpreted new developments of Chinese company law and its impact on Professor Clarke’s consulting work. Primarily, I researched the SEC's regulatory authority over the Chinese branches of American accounting firms. This came amid claims by the Chinese government that had no jurisdiction, despite the Chinese branches conducting audits for companies listed on the NYSE.



Cooley LLP

• United States
• Law Practice
• 700 & Above Employee

• Law Clerk

  • May 2012 - Jul 2012

  Shanghai, China



Sinovation Ventures (创新工场)

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Law Clerk

  • May 2012 - Jun 2012

  Shanghai