Robert Lee Email & Phone Number

Campbell, Ca

San Jose, Ca

• Work with Global Mobility team members at clients focusing on employee experience.• Collaborate with staff from payroll and global equity teams on reporting obligations for domestic and internationally mobile employees.• Provide tax compliance and tax consulting services to clients regarding their mobile employees.• Work with individual employees and executives of our clients on their personal tax matters in cross border relocations, assignments and other work… Show more • Work with Global Mobility team members at clients focusing on employee experience.• Collaborate with staff from payroll and global equity teams on reporting obligations for domestic and internationally mobile employees.• Provide tax compliance and tax consulting services to clients regarding their mobile employees.• Work with individual employees and executives of our clients on their personal tax matters in cross border relocations, assignments and other work arrangements.• Conduct individual and group tax education sessions to executives and non-executive employees of clients.• Consult with clients on complex mobility program design and tax policies around business travelers, tax equalization and one-way relocations.• Managed staff in office to complete projects and tax returns within mutually agreed timelines and manage the expectations of each stakeholder.• Communicate with individual assignees and internal business partners regarding tax implication of international assignment. Show less

San Jose, Ca

Santa Clara

• Managed US tax return and tax equalization activities for Intel’s international assignees worldwide. Managed vendors, including public accounting firms, on outsourced projects.• Managed for other compliance activities that included, but not limited to reporting taxable compensation to US payroll for US expat and US memo payroll for US inpats.• Managed team of 12 staff members. Included setting up development plans, training, monitoring work progress and evaluating work, including a… Show more • Managed US tax return and tax equalization activities for Intel’s international assignees worldwide. Managed vendors, including public accounting firms, on outsourced projects.• Managed for other compliance activities that included, but not limited to reporting taxable compensation to US payroll for US expat and US memo payroll for US inpats.• Managed team of 12 staff members. Included setting up development plans, training, monitoring work progress and evaluating work, including a formal review process.• Liaise with immigration on impact of working visa (L-1, H-1B, J-1, etc) on impact to tax.• Project lead/major contributor to various technology initiatives with our tax technology team, as well as HR IT resource teams - compensation reporting tools, retained tax calculator, global mobility database. Show less

Bachelor Of Science - Bs, Accounting

Master’S Degree, Taxation