Lucy Line Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

US tax manager looking after both Australian and US domiciled individuals under both the Global Mobility sector and High Net Worth individuals.

Sydney, Australia

- Lead tax briefings to discuss the tax implications of the transfer of global mobility assignee's both inbound and outbound from Australia and confirm residency position- Translate complex legislation to layman terms to both clients and taxpayers and prepare deliverable for final outcomes- Review complex Double Tax Treaties and analyse the cross boarder tax implications between two countries- Prepare complex and review simple Australian tax returns- Project manage client work outside of the day to day compliance, as well as manage time, cost and expectations of the partners, consultants and client- Project manage large scale client specific projects as well as managing and simplifying the start up year procedures- Contributes to business development including identifying new opportunities, not only directly related to my team- Prepares and presents training on a national and local basis for the global mobility team- Manage monthly WIP and billing across various large to small clients- Excellent written and oral communication skills, and ability to multitask to meet various deadlines

London, United Kingdom

I am a senior expatriate tax consultant who is dual qualified in US and UK tax with experience of working in a leading specialist expatriate tax firm. Key aspects• Provide expansive tax planning for UK/US Doms and Non- Doms in respect of individuals moving from one country to another. • Working within a Director-headed team structure for each client, but with individual focus on providing efficient solutions to problems under the pressures of global tax deadlines.• "Dual" UK (CTA) and US (EA) handler.ATT Qualified in:- Personal Tax- Business and Accounting- Business Compliance- Tax Law and EthicsCTA qualified in- Awareness (VAT, IHT, Corporation)- Advisory Individuals- Owner Managed Business- Application and Interaction

Bournemouth, United Kingdom

• Executing Unit Trusts on the Co-funds dealing system.• Crest-checking, liaising with counterparties and dealers to match non-reconciled trades in the Crest Gui.• Investigating and resolving client complaints, queries and composing the firm’s follow-up responses.• Assisting directors, brokers and compliance competently in daily responsibilities, inputting all trades on in-house systems and ad hoc work over and above the tasks set to the other placement students.• One-to-one sessions with experienced brokers and dealers, learning about current investment strategies with the aid of Alpha Terminal.• Attended fund manager presentations on prospective investment opportunities.

Master'S Degree, Economics, First

Under my master´s degree of Sustainable Economic Development and Emerging Markets, my modules were largely based around the United Nations.

Accounting And Taxation, 2:1

Activities and Societies: Active member of Bournemouth Uni Womens Rugby.

Business And Finance, Double Distinction And A

Results: Double business- Double distinction Diploma in finance- A Certificate in finance-B

9 Gcse'S Grades A-D