- Responsible for developing and maintaining outstanding client relationships by providing extraordinary customer service and successfully managing all phases of a large number of client engagements.- Advise entrepreneurs and owners of closely held businesses on both personal and business tax issues, including the preparation of tax strategies and the provision of advice on corporate structuring using US partnerships, S and C corporations with the goal of reducing the client’s taxes, reducing their audit risk and increasing their liability protection. - Manage US individual and entity tax compliance for US and non-US taxpayers including the review of forms 1040, 1040NR, 1120, 1120S, 1065, 1116, 2555, 8938 and FinCen 114.- Oversee all aspects of federal and state notices and examinations by completing information document requests (IDRs), preparing deliverables, and interfacing with auditors.- Reviewed year-end tax projections and other special tax projects as requested by clients.- Assisted entrepreneurs, professionals and investors in the development of a comprehensive personalized wealth strategy. This included the development of a wealth plan, criteria for investment and the development of a wealth team. - Responsible for managing and training a dedicated tax team.

- Managed a team of consultants responsible for providing advice to corporate clients with regards to personal income tax and social security queries in relation to cross border issues stemming from international transfers and relocations. Assisted clients in assessing problems and needs in order to provide a manageable corrective action to achieve positive results aligning with the client’s strategy.- Provided international assignment tax planning, assignment tax cost analysis and assistance in the development and enforcement of assignment policies for large multinational organizations. - General background in US individual income tax. Responsible for providing advice to clients with regards to their personal taxation. Duties performed include the following:• Oversight, review and final sign off of annual US tax compliance reporting (federal and state individual income tax returns),• IRS/State notice and audit correspondence,• Foreign Bank Account Reporting for US individuals,• Computation of tax equalizations and hypothetical tax withholding computations,• Assignment cost projections and planning with corporate clients,• Review and adjustment of annual payroll and W-2 filings,• Consultation relative to gift tax and retirement planning, • Regular direct communication with clients through email, telephone and in-person meetings for information gathering, tax return explanation, and exit/entrance tax orientations. - Prepared and conducted US tax trainings in Switzerland, the Netherlands and Belgium in order to promote US/Global tax desk. - Completed a seven-week assignment at Deloitte offices in Hyderabad, India.

Analyzed and provided advice, recommendations to senior officials with respect to sales tax legislation and the policy intent of the existing and proposed legislation. Developed and drafted legislation and the accompanying explanatory notes in the area of sales tax. Liaised with the Canada Revenue Agency on various issues.