Tax Manager

• Oct 2020 - Present

● Lead US tax engagements with extensive experience in nexus, sourcing rules, tax treaties, GILTI, Subpart F income, PFIC, and prescribed forms under those topics, e.g., K-2/K-3/5471/5472/8865/8621/3520/3520-A/8938/FBAR● Prepare proposals and actively develop new businesses from personal networks for the firm● Advise clients on optimal cross-boarder structures and strategies to avoid double taxation resulted from unrecognized entity/account types in US/Canada

Tax Senior

• Feb 2019 - Sep 2020

Senior Accountant - International Tax - US Corporate Tax

• May 2018 - Jan 2019

● Actively involve in new team member training● Build the good relationships with the client by providing prompt response and well-explained tax summaries on the tax issues and tax dues● Lead relatively large tax engagements and deliver clear instructions to the team members● Assist managers in monitoring project timelines and advise clients of project status

Accountant - International Tax - US Corporate Tax

• Jul 2016 - Apr 2018

● Prepare U.S. federal and multi-state corporate/partnership returns and tax provisions for real estate, wholesale, retail, blockchain, and cannabis clients● Correspond with clients and various government agencies to address tax compliance issues and provide solutions to the clients in a timely manner● Research client tax issues that arise from compliance or planning work, i.e. Nexus, sales tax, treaty position, etc.● Actively participate in the learning program within the team by giving presentations on hot tax topics

Accountant

• Aug 2015 - Jun 2016

● Fully participated in the audit/review engagements from preparing audit planning to issuing financial statements ● Suggested client with the best practice in their bookkeeping, compiled the financial information in Write-Up and generated Notice to Readers ● Prepared T1/T2 returns, tax slips and resolved CRA notices/audits on specific tax issues. ● Fully participated in the audit/review engagements from preparing audit planning to issuing financial statements ● Suggested client with the best practice in their bookkeeping, compiled the financial information in Write-Up and generated Notice to Readers ● Prepared T1/T2 returns, tax slips and resolved CRA notices/audits on specific tax issues.

Asia Pacific Assistant

• May 2013 - Dec 2014

● Increase 47% recruiting inquiries during the 2013-14 academic year by facilitating prompt correspondence and excellent customer services for prospective international students. ● Prioritize the tasks according to the importance and deadline, such as inquiries about university application are always the top priority ● Adapted quickly to the work environment alongside the other colleagues in the office, being accountable for any tasks assigned. ● Increase 47% recruiting inquiries during the 2013-14 academic year by facilitating prompt correspondence and excellent customer services for prospective international students. ● Prioritize the tasks according to the importance and deadline, such as inquiries about university application are always the top priority ● Adapted quickly to the work environment alongside the other colleagues in the office, being accountable for any tasks assigned.