• Lead project teams in client engagements to quantify, qualify, and document R&D tax credits • Advise clients on complex tax issues related to R&D credits including base period documentation, acquisition/disposition adjustments, funding, and credit allocation amongst members of a controlled group• Assist clients in defense of federal and state tax credit claims, preparation of Information Document Requests (IDR) and attend meetings with tax exam authorities• Penetrate targeted accounts with skilled consultative selling methods and negotiate project fees, assess target’s facts and issues and designed project timelines and built proposals leading to multiple client wins• Manage project financials, including budgets and revenue, WIP analysis and tracking billing and collection from client and organize multiple projects time and staff resources efficiently• Subject matter expert (SME) in Korean market, providing inputs and perspectives to KPMG Global R&D initiatives• Lead national and local tax training for staff and senior tax associates• KPMG Encore Award recipient (2014, 2015) for high performance

Worked primarily with Fortune 500 high-tech clients in assessing tax credits generated from clients’ R&D activities. Roles during such engagements included:• Gather and analyze large and complex financial data including payroll and general ledger to calculate federal and state tax benefits for clients in High-Tech and Internet industries• Understand complex payroll and general ledger data in order to verify accurate and reliable information based on unique and dynamic client’s environment• Develop, improve, and maintain financial costing model in order to interpret various scenario data sets and provide recommendations to maximize the benefit• Communicate effectively and maintain quality-working relationships with all appropriate levels within and outside the company in a timely and accurate fashion• Manage client engagements through designing business processes, work scheduling, and distributing and reviewing sub-work components to staff members• Plan, organize, and prioritize multiple assignments and projects and manage time and resources efficiently• Designed project timelines and built proposals leading to multiple client wins, including an engagement at a $1.1mil high-tech company• Develop the e-Deliverable template for the National R&D tax practice in results of more than 80% deliverable cost saving and co-developed access project reports for the West Coast R&D tax practice• Solid understanding of Generally Accepted Accounting Principles (GAAP) and US Tax regulatory requirements• Follow up on and resolve any tax authorities including IRS or FTB audit regarding R&D activities qualified for tax credit by collaboratively engaging cross-functional team members with relevant subject matter expertise• Excellent proficiency in Microsoft Excel including vlookup formulas, pivot tables, and complex formulas, Access, PowerPoint, Word, and Outlook• Forecast and monitor the budget of client service hours and expenses and analyze variance

Worked with individual clients, small and medium businesses, and municipal government clients in San Francisco Bay Area in various tax activities. Responsibilities included:• Preparing tax returns for C and S status corporations, partnerships and individuals• Performing proactive and timely tax planning to high net worth individuals• Communicating with IRS and FTB regarding tax related notices on behalf of individual client• Performing full-spectrum of audit functions including testing for numerous financial accountants, test of controls, evaluation and documentation of accounting systems