• Specialized in Financial Service Taxation: Served investment management clients with over $50 billion in AUM.• High-Net-Worth Expertise: Provided tax projection for Forbes 400 (U.S.) clients.• Proficiency in Investment Sectors: Proficient in tax aspects related to Hedge Funds, Family Office, and Private Equity (carried interest, portfolio deductions, trading or investing).• Foreign Financial Taxation Proficiency: Handled FATCA (8621, 8865, 8938), Form 926, Form 114.• Tax Compliance: Reviewed and ensured the quality delivery of tax returns for individuals (1040), trusts (1041), foundations (990), and entities (1065, 1120S).• Engagement Oversight: Managed and mentored tax associates; Oversaw the planning, budgeting, and execution of engagements.• Client Communication: Proactively and directly communicated with clients, providing advice, answering questions, and managing expectations; Communicated with IRS and state authorities, ensuring prompt resolution of tax notices. • Proactive and Detail-Oriented: Demonstrated proactive work ethic and attention to detail.