Darren Lam Email & Phone Number

Greater Vancouver, Bc

• Act as the client's primary liaison to scope, coordinate, and work collaboratively with Big 4 consulting firms to provide global transfer pricing planning, documentation, and audit defence services to high tech and industrial clients. • Prepare IP planning/restructuring related financial models and presentations for senior management.• Conduct cross functional interviews with employees and management team (located worldwide) to prepare global functional analysis and develop methodology for IP tracking.• Assist high tech and industrial client to prepare tailored responses to transfer pricing audit queries.• Provide an alternative, cost efficient on-site transfer pricing consulting support to clients.

Vancouver, Bc

• Led and managed projects engagements up to $200K.• Served as the Vancouver office champion and instructor for electronic document retention system and project budgeting tools.• Led scope of work and fee discussions and resolved client billing issues.• Established a high performing team of 4 (manager and associates): by hiring, coaching, training, motivating, and customizing projects to match team members’ skill sets and interests.• Coordinated and liaised with project teams within Canada and in the US, UK, China, Japan, Germany, Brazil, Argentina, and India.• Assisted and advised companies which are going through transfer pricing audits and helped reduce the impact of that such audits can be to businesses.• Prepared and presented transfer pricing technical topics to the national transfer pricing team (Senior Manager and Partner levels).• Provided general transfer pricing training for all new tax CA associates.

Vancouver, Bc

• Led and managed project engagements up to $75k• Prepared engagement letters, memorandums, and annual global documentation for client with cross border transactions (e.g. tangible goods, services, and intangible property) in accordance to specific Canadian and OECD guidelines• Managed the transfer pricing learning and development (L&D) program for the Vancouver office, and determined L&D priorities, topics, and organized sessions• Led functional interviews with clients to understand their business in order to advise clients of potential issues and offer potential solutions• Reviewed comparable company searches completed by junior staff and provided coaching

Toronto, On & Vancouver, Bc

• Completed comparable company searches and prepared reports for managers• Developed and maintained Excel templates and provided training to junior staff for their use• Participated in functional analysis interviews and drafting of report on the functions, risks and assets of clients• Organized training process for new hires (associate and senior associates) and responsible for creating and maintaining a central resource hub of training and reference material

Toronto, Canada Area

• Conducted industry and company research and prepared written summaries• Performed financial modeling and developed excel templates for extracting and analyzing financial data from publically available sources and clients