Mark Lee Email & Phone Number

Richmond, British Columbia, Canada

• Efficiently handled over 100 diverse immigration cases, encompassing both temporary and permanent residence applications, including various programs such as Express Entry, Provincial Nominee Programs, Family.
• Offered guidance on a broad spectrum of immigration matters to a varied clientele, ranging from individuals and families to corporate entities, resulting in a perfect 5-star rating for client satisfaction on Google.
• Conducted thorough evaluations of client profiles to assess eligibility for different immigration programs, delivering strategic counsel to maximize success rates, achieving an approval rate of 99%.
• Delivered training sessions on immigration laws and procedures to enhance the knowledge and proficiency of staff members, contributing to improved overall competence.
• Implemented streamlined processes and protocols, resulting in a notable reduction in case processing time and heightened team productivity.

Vancouver, Canada Area

• Audits taxpayers' returns, books, records, taxpayer requests, and supporting documents to confirm and enforce compliance with the statutes administered by the CRA. Prepares working papers, letters and reports to.
• Plans how the audit will be conducted; reviews documents and researches legislation, jurisprudence, publications and policies
• Discusses with taxpayers and/or their representatives technical and contentious issues, proposed reassessments, and recommendations regarding penalties and consideration of waiving of interest
• Identifies and gathers data for use in referring compliance issues (e.g. tax avoidance, tax evasion, non-remittance and third party non-compliance) to the appropriate program areas

Vancouver, Canada Area

• Formulated approaches and conducts detailed research, fact-finding, interviews, and investigations to formulate an unbiased opinion for each citizenship application on a case-by-case basis
• Compiled and prepared critical analysis of situational and environmental information and data to determine the best course of action and decision relative to the disposition of cases
• Performed due diligence under related legislation, regulations, programs, and guidelines by developing and keeping abreast of latest changes in the Citizenship Act and Regulations

Hong Kong

• Due diligence analysis to build cases for acquisitions and to identify issues and concerns
• Integrated financial and M&A modelling to drive the decision-making process
• Prepared presentation materials for senior executives and the company's Board of Directors
• Interacted effectively with business segments as well as with legal, financial, tax, and other advisors
• Performed all facets of diligence related to target companies, industries, and geographic markets

Certificate In Immigration: Laws, Policies And Procedures, Immigration Consulting

Bachelor Of Business Administration - Bba, Accounting And Finance