Senior Manager - Tax

• Jan 2019 - Present

Tax Manager - US Expatriate Tax & Global Mobility

• Nov 2015 - Dec 2018

- Expatriate tax manager with an extensive experience in compliance and consulting (US retirement planning and tax planning)- Specialized in policy drafting, implementation and advising the clients on running successful global mobility programs.- Expert in cost benefit analysis of hiring and employee exchange planning. - Industry knowledge in running the focus engagements by planning and delivery of the quality work.- Experienced in negotiating the services and the sales. - A proved record in planning and running the successful employee training and orientations.- An Enrolled Agent with a proven record to manage the clients and sign the tax returns. - Expert in the OVDP and streamline foreign offshore procedure programs. Show less

Senior Consultant

• Jan 2011 - Nov 2015

- Compliance & Consulting of US expats, Corporations (Form 5471), Partnerships, Trust and Foundations.-Managed over 250 individual assignees with the preparation, review, advise on the tax returns. -Advise on estimation, planning and structuring of compensation packages to minimize corporate and individual personal tax liabilities for US Federal, State and Local income tax returns.-Consulting advice in relation to individual and employment taxes, residency, foreign taxes, social security, retirement plans, employer stock option plans, severance pay and state tax issues.-Advised assignees repatriating/expatriating to and from the Middle East region on income tax, self – employment earnings, corporate tax, pensions, tax on investment, social security system of the host country.-Advised individuals/corporate on the possible tax obligation on visiting and working in the US on short term and long term basis.-Tax consultation calls and meeting to explain the taxes related to foreign assignments, things to consider before and after foreign assignment. -Managed pre-engagement and post-engagement quality and risk procedures such anti-money laundering, independence check/relationship check and research on active and prospective clients for engagement compliance.-Meetings and seminars to individuals and companies to explain the additional tax complexities as a result of an overseas assignment.-Foreign Tax Credit Planning - including planning the timing of payment of foreign taxes to maximize the foreign tax credits available in the US or foreign country, and assisting the company in maintaining certain assignees on the tax equalization programs to take advantage of foreign source income. Show less

Senior Tax Consultant

• Nov 2013 - Oct 2015

-Compliance & Consulting of US Tax and Foreign Tax for Individuals, Partnerships, Trust, and Foundations.-Advise on estimation, planning and structuring of compensation packages to minimize corporate and individual personal tax liabilities for US Federal, State and Local income tax returns.-Consulting advice in relation to individual and employment taxes, i.e. residency, foreign taxes, social security, retirement plans, employer stock option plans, severance pay and state tax issues.

Advanced Analyst

• Aug 2007 - Dec 2010

Preparing US individual income tax returns. Training new hires within the team.

Tax Senior

• Aug 2007 - Dec 2010

1. Handling client independently. 2. Initial review of the tax return information and contacting taxpayers. 3. Allocating work to preparers.4. Tax return review. 5. Responsible on getting work done on time and deliver to US offices on time. . 6. Handling a team independently7. Coaching new hires and help them grow within the team. 8. Training new hires by taking technical training sessions.