Calvin Tan Email & Phone Number

Windsor, On, Ca

• Manage US expatriate tax filings as final reviewer and signer of US individual returns and Canadian personal returns, including providing relevant and practical tax advice as well as taking appropriate tax filing positions, as well as manage client relationships as lead with employer clients.• Lead consultations with various potential clients to identify and discuss Canadian tax issues that affect their business, particularly regarding income tax, payroll, and GST/HST.• Review various tax filings (including Canadian corporate tax returns) and discuss them as well as tax planning opportunities with clients to ensure client satisfaction. Sign off on simple to medium complexity filings. • Manage execution of various reorganizations, including technical research, filing of various elections, and preparation and/or review of instruction memo and legal documents to ensure reorganization goes to plan.• Train accounting staff and seniors in identifying and addressing various tax issues for referral to the tax group as well as teaching best practices to improve file efficiency.• Represent clients with Canada Revenue Agency in respect to tax audits and voluntary disclosure applications and consistently obtained favourable results on closing.• Client lead on engagements responsible for managing client relationships, as primary point of contact, as well as sign-off on billings and engagement recovery.

Windsor, On, Ca

Calgary, Alberta, Ca

Engage in a variety of Canadian tax compliance projects for multinational and public entities including T2 Corporate returns, T3 Trust returns, T5013 Partnership returns/slips, foreign reporting filings (T106/T1134/T1135) and voluntary disclosures. In addition, I have assisted clients with CRA tax audits regarding both personal tax and corporate tax.Prepare tax memos and research in regards to indirect tax (GST/HST), Canadian corporate income tax, and Canadian payroll requirements, particularly with international tax issues.Collaborate directly with clients, partners, and team members to ensure critical timelines and important findings are communicated on a timely basis; deliver quality work and maintain positive relationships with all parties involved.Mentor and supervise multiple junior staff; provide on-the-job training and sufficient guidance to staff which ensures work was performed on a timely, accurate and efficient manner; share tax knowledge and best practices with managers and partners to improve productivity within the group.Prepared the engagement letters as well as the billing for my clients and ensured that recovery targets were met on my client engagements.

Toronto, On, Ca

Liaised directly with clients as the main point of contact to obtain missing information to ensure that deliverables are correctly prepared as well as properly manage client expectations.Coordinated with audit colleagues regarding issues identified in tax provision audit engagements. Complete tax provision audit documentation and tax specialist memos to ensure a complete audit file.Proactively involved in practice development by presenting a Tax Specialist technical session on corporate foreign reporting requirements, including how to prepare Forms T106, T1134 and T1135.Strong analytical skills demonstrated through reviewing tax organizers and prior year returns/files from assignees and request outstanding information in an efficient manner that results in client satisfaction and minimizes risk to the FirmPracticed delegation of responsibilities as a reviewer by allocating files in a fair manner to junior staff and contract hires as well as collaborated with them to ensure quality work and reasonable turnaround timesAchieved quick turnaround where possible via timely follow-up with assignees regarding missing information, and prioritizing files with complete information, as well as by accurately completing a file to minimize tax position changes/file revisions and maximize engagement recoveryDeveloped technical knowledge by preparing and reviewing tax equalization calculations and hypothetical assignee calculations using various assumptions and to consider reasonableness and what-if scenarios for both Canada and US tax scenarios as well as referencing the Canadian Income Tax Act and US Internal Revenue Code and its interpretations when appropriateSupport KPMG’s CPA Program by volunteering in the marking pool for various case marking and providing direct in-person constructive feedback, as well as by coaching mentees through the CPA process

Toronto, On, Ca

Prepare Canadian and US personal tax and various information returns for our clients' expatriate population to ensure compliance with tax obligationsPrepare tax equalization/protection calculations to determine an assignee's stay-at-home tax liability to ensure that their tax burden is unaffected by their international assignment.Prepare responses to Canada Revenue Agency (CRA) and IRS tax notices for requests for additional information, incorrect assessments, and penalty abatements, as well as contacting the relevant tax authority in regards to specific taxpayer issues.Prepare cost projections for clients to budget the total cost of assignment as well as the tax costs involved.Experience with preparing FBAR filings (FinCEN 114), Passive Foreign Investment Company (PFIC) filings (Form 8621), US foreign trust filings (Form 3520 and 3520A), Controlled Foreign Corporation filings (Form 5471), and individual FATCA filings (Form 8938)

Toronto, Ontario, Ca

Course: Introductory Cost AccountingInvigilated and graded midterms and final examsHeld office hours for accounting students to explain managerial accounting concepts and to assist with practice questions and to review midterm results

Master Of Taxation, Taxation

Bachelor Of Business Administration (B.B.A.), Management

Ontario Secondary School Diploma