Managing Canadian compliance and advisory component for multi-national expatriate clients focusing on delivering Canadian tax advisory, tax consultation, tax return preparation, and tax equalization services. Core team member for multi-national Canadian bank client focusing on delivering full range of Canadian and U.S. income tax compliance and advisory services for expatriate clients.Role also includes managing, mentoring, and training junior tax accountants for purposes of… Show more Managing Canadian compliance and advisory component for multi-national expatriate clients focusing on delivering Canadian tax advisory, tax consultation, tax return preparation, and tax equalization services. Core team member for multi-national Canadian bank client focusing on delivering full range of Canadian and U.S. income tax compliance and advisory services for expatriate clients.Role also includes managing, mentoring, and training junior tax accountants for purposes of delivering the above services in a challenging time sensitive environment.Review of personal Canadian and US tax returns for expatriates including high-net worth individuals.A lead presenter for annual tax compliance training sessions for seasonal tax personnel. Show less

Managing and coordinating global tax advisory projects for multi-national Canadian companies with expatriates working in various tax jurisdictions focusing on local income tax and social tax implications and exposure concerning the company's global equity incentive programs. Reviewing multi-national companies' global equity incentive plans and advising on the Canadian income tax and payroll / employment tax implications with respect to its equity incentive benefits such as: RSU, PSU… Show more Managing and coordinating global tax advisory projects for multi-national Canadian companies with expatriates working in various tax jurisdictions focusing on local income tax and social tax implications and exposure concerning the company's global equity incentive programs. Reviewing multi-national companies' global equity incentive plans and advising on the Canadian income tax and payroll / employment tax implications with respect to its equity incentive benefits such as: RSU, PSU, stock options, SAR, DSU awards for employees working in Canada focusing on global tax equalization and adverse income tax results. Preparing addendums to multi-national companies' global equity incentive plans focusing on tax effectiveness for Canadian income tax purposes. Show less

Preparing factums, Notices of Objection, motions for Tax Court of Canada cases. Legal research and preparing memorandums for principal partner. Preparing Wills, codicils, power of attorney for high net worth individuals.