Around 16 years working experience, including 4 years International Tax Consulting(Deloitte & Touche) experience plus 12 years financial industry (8 years for bank and 4 years for insurance company). As an experienced finance/tax manager, I can conduct international tax planning, M&A project, financial system enhancing, accounting and tax policy, cash liquidity management, budget project and control, financial analysis, Monthly closing and other financial/tax tasks.Previously, I also have 4 years management experience to lead a team (around 4 team members) to assist our clients in conducting BEPS action 13 project, including questionnaire, presentation and consultant service. Fluent in English for directly communicating with foreign tax authorities, CPA firms and clients. Orally or through paper presentation are both well performed.Well communication ability with financial/tax authorities and cross department coordination skills. Good practice in partner relationship maintenance. As a quick learner and team lead to adopt new environments. Good presentation skill to been as a lecturer. reliable on position. Detail oriented within solution driven mindset.Skill and Personality1. Familiar with Tax and Financial laws.2. Great communication with different culture people.3. Well performed as a solution provider and project leader.4. Positive in attitude as well as high EQ in the workplace.5. Responsible and reliable for position.6. Well cooperate with the colleagues.
Taipei Fubon Commercial Bank
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Finance And Tax Senior ManagerTaipei Fubon Commercial Bank Jan 2019 - PresentTaiwanAs a financial and tax project manager of accounting department of Taipei Fubon Commercial Bank1. Identify and assess potential tax risk and provide the advice for investment/sales activity in overseas countries(India,Indonesia, Singapore, China, South Korea, Australia,Vietnam,UK).2. Take part in the projects of Mergers and Acquisitions (mainly for bank).3. Apply for relevant projects of tax relief/incentives (Experienced in tax consultant in services for application of tax treaty or statute for Industrial Innovation).4. Be responsible for the project for e-system for Investment Credit (the Article 23-3 of Statute for Industrial Innovation).5. Be responsible for monthly effective tax computation /to review Income tax return /relevant Withholding Tax consultation services (such as financial instrument).6. Assist in preparing Impairment report,TP document/Country-by-Country report and relevant government report.7. Prepare and review the P/L or effective tax computation to supervisor for evaluate the business operation performance8. Be responsible for finance analysis/forecast and execute relevant account task and consistent with the projection of budget.9. Manage oversea branches finance and tax relevant issue.稅務專案執行1. 新加坡海外供應商註冊制度海外服務稅專案(進行中)與業務或海外單位合作,判斷與檢視其服務收入與客戶是否符合徵稅範圍,並撰寫豁免申請函向新加坡稅局申請相關豁免。2.英國double taxation treaty passport與Qualifying Private Placement租稅優惠專案(已完成)向英國稅務局(His Majesty's Revenue and Customs,HMRC)溝通協調相關申請表格與申請程序並成功完成申請之租稅優惠,降低本行租稅負擔,每年節省稅額約新台幣5佰萬元。3.印度投資有價證券專案(進行中)與保管銀行(印度花旗)及印度會計師合作,判斷上述投資所得之相關稅負風險,申報義務與節稅方式選擇,降低本行印度稅負。4. 併購日盛銀行專案(已完成)併購前之盡職調查與稅務健檢,併購中之判斷因合併所衍生之相關稅負效果及評估潛在稅務風險(如股東層相關稅負),併購後應完成之稅務申報流程。5. 產業創新條例投資抵減專案(進行中)針對請採購系統與費用請款系統之流程進行流程改善,提出文件蒐集系統e化並建立e化系統,進行系. 統功能改善流程測試,並撰寫測試報告。財務分析與會計作業執行每月有效稅率預估並進行差異性分析,辦理月結,計算損益數額;定期注意各種會計項目餘額變化(尤其是損益類),並適切瞭解與掌握各種數據,供營業管理判斷使用;覆核會計入帳憑證與公司各項稅務申報及問題處理;編製及審閱稅報、商譽減損報告、移轉訂價報告、國別報告及主管機關相關法報;定期檢視海外分行財稅報,管理海外分行特定稅務議題。
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Tax ManagerDeloitte Jan 2015 - Dec 2018台灣 台北市As a Tax Manager of International tax Department of Deloitte & Touche, Taipei to lead team members for;1.To participate in Transfer Price(“TP”) cases(such as TP planning/TP report/ TP benchmark analysis ) of multinational enterprises (including the entities in Taiwan、USA、China and Europe) and to assist clients in communicating and coordinating with tax authority for the TP special audit cases(including preparing the supplement for tax authority) ; 2.To provide consultation with clients (the coverage of clients is financial industry、construction、chemical materials and manufacturing) regarding the “BEPS action plan 13” (including Master and Country-by-Country report preparing) ;3.To provide service with clients regarding the international taxation/ apply for tax exemption(such as tax treaty /Article 25 of Income Tax Act);4.To provide investment structure planning and service to establish oversea subsidiary/branch. 1. 參與跨國企業移轉訂價案件(台灣、美國、中國及歐洲等跨國移轉訂價基準分析及移轉訂價報告案件);2. 集團移轉訂價政策規劃與供應鏈管理與分析;3. 國內移轉訂價專案查核經驗(包含財政部比賽案件);4. 組織管理團隊(約1~4人)進行BEPS行動計畫13專案執行,相關問卷設計及與客戶進行專案說明,5. 包含集團主檔報告及國別報告之稅務諮詢服務(行業涵蓋營建業、金融業、化學材料及航運業);6. 申請適用租稅優惠(租稅協定及所得稅25條)和相關解釋函令及國際租稅諮詢;7. 國內外投資架構規劃及境外公司設立等相關事宜。
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Tax ConsultantMinistry Of Finance Apr 2014 - Dec 2014As a Consultant of International Tax Dept. of Ministry of Finance to assist in tax treaty policy implementation, tax treaty application, and providing exchange of information with countries which signed treaty with Taiwan.1.協助國際租稅協定簽訂規劃2.協助外國企業申請適用租稅協定之疑義解答3.協助跨國資訊交換案件(EOI)4.參與國際租稅研習活動
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Senior Financial AnalystFubon Life Insurance Co., Ltd. Sep 2010 - Mar 2014As a Senior Financial Analyst of Fubon Life Insurance Company to assist the Financial Department for;1.Assist in conduct the transaction of financial products of Unit-linked policy.2.Check the documentation is comply with the regulation.3.Manage cash flow and bank account.4.Establish SOP and relevant finance policy.5.To test/improve financial investment system、to request the requirement of system and to provide the relevant test report. 1.經辦投資型保單連結標的(基金與結構型商品)等交易作業2.協助財務投資系統流程規劃與改善,提出系統需求及功能測試報告3.協助財務部標準作業流程(sop)撰擬與修訂4.擔任法令遵循查核窗口與稽核人員溝通協調5.擔任投資型保單課稅與投資標的介紹之講師(授課人數100人以上,滿意度90%)6.擔任投資銀行/基金公司/保管銀行聯絡窗口,協助相關投資事宜7.設算交易可能衍生之時間價差及提出改善報告8.銀行資金流動性管理與帳戶管理
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Senior Financial AnalystFirst Bank Jun 2008 - Aug 2010As a Managing Associate(“MA”) program of the First Commercial Bank to job rotation for; 1.To assist in providing the corporation loan(such as the Syndicated loan、Club loan and Fund Risk Participation)/corporation credit investigation;2.To assist clients in applying the outward/ inward remittance and provide the relevant FX advices with clients;3.To handle the deposits、remittance and wealth management relevant business.參與第一銀行第四屆金融儲備幹部培訓計畫,輪調企業金融及外匯各部門進行實務演練。於派發分行輪調各部門進行實務演練,並適時依管理階層角度提出流程改善方案。職務內容說明如下:1.企業放款徵授信業務:拜訪大型企業客戶,協助覆核財務報表暨評估其償債能力,撰擬徵信報告後提交授信單位簽准;2.外匯匯兌及資產配置:協助客戶進行外幣匯兌及研判匯率走勢,並協助提出外幣資產配置建議;承作遠匯及換匯交易3.存匯、支存及財富管理等相關業務於一銀任職時相繼取得證券商高級業務員證照、投信投顧業務員證照、信託業務員證照、銀行內控證照及人身保險業務員證照。
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Trade Specialist國泰人壽 Feb 2007 - Apr 2008As a Trade Specialist of Cathay Life Insurance Company to assist the Investment Department for;1.To handle the trading of fixed income instrument (such as the government/corporate/financial bond、IRS hedging、emerging/high yield bond and relevant structure product);2.In order to forecast the trend of interest rate, to be responsible for studying the research reports of investment bank/company ( the subject is about the analysis of the macroeconomic/financial situation);3.To handle the asset allocation and financial planning relevant business;4.To communicate and coordinate with investment bank/company;5.Be familiar with Bloomberg and Reuter.擔任投資部國內固定收益科研究員,主要負責職務如下:1.債券及利率等固定收益工具之投資部位操作:金融商品範疇如:公債.IRS避險交易.結構式商品.新興市場債.高收益債及證券化商品;2.接觸各式金融交易工具暨新興投資商品,了解各式交易實務外,研判國際與台灣總體經濟市場及利率決策等趨勢,提出相關投資評估報告予主管裁決,以期追求利潤與風險之平衡;3.透過研究報告及交易實務之演練,對財務企劃與資產配置組合也多有著墨;4.擔任與投信/投顧/券商等交易對手之聯絡窗口,與基金經理人進行基金投資配置及未來經營趨勢等討論,熟悉投資組合操作技巧與績效走勢分析邏輯;5.運用Bloomberg及Reuters之分析內容撰擬研究報告
Leo Yang Education Details
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Public Finance
Frequently Asked Questions about Leo Yang
What company does Leo Yang work for?
Leo Yang works for Taipei Fubon Commercial Bank
What is Leo Yang's role at the current company?
Leo Yang's current role is Taipei Fubon Commercial Bank Finance and Tax Vice President.
What schools did Leo Yang attend?
Leo Yang attended 國立政治大學, 國立臺北大學national Taipei University.
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