Sandy Chen
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Sandy Chen Email & Phone Number

Manager (US Tax Service) at PwC Taiwan at 資誠 (PwC Taiwan)
Location: Taiwan, Taiwan, Taiwan, Province Of China 9 work roles 3 schools
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Current company
Role
Manager (US Tax Service) at PwC Taiwan
Location
Taiwan, Taiwan, Taiwan, Province Of China
Company size

Who is Sandy Chen? Overview

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Quick answer

Sandy Chen is listed as Manager (US Tax Service) at PwC Taiwan at 資誠 (PwC Taiwan), a company with 678 employees, based in Taiwan, Taiwan, Taiwan, Province Of China. AeroLeads shows a matched LinkedIn profile for Sandy Chen.

Sandy Chen previously worked as US Tax Manager at 資誠 (Pwc Taiwan) and Manager (US Consulting Service) at Pwc Mainland China And Hong Kong. Sandy Chen holds Master'S Degree, Taxation, 3.57 from Golden Gate University.

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資誠 (PwC Taiwan)

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Profile bio

About Sandy Chen

With having one of the highest tax-compliance rates in the world even with its complexity, the U.S tax system has always been fascinating to me. I've learned that there are many opportunities for businesses and individuals to save on taxes, effectively making it a form of investing.I am passionate about applying this knowledge into results through planning out tax strategies with clients.For any inquiries, please contact me at chen.yuntzu@gmail.com.

Listed skills include Accounting, Microsoft Excel, Us Gaap, Us Tax, and 2 others.

Current workplace

Sandy Chen's current company

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資誠 (PwC Taiwan)
資誠 (Pwc Taiwan)
Manager (US Tax Service) at PwC Taiwan
taiwan
Website
Employees
678
AeroLeads page
9 roles

Sandy Chen work experience

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Manager (Us Consulting Service)

Shanghai, China

  • Provided tax compliance service to top USD private equity funds in China
  • Reviewed partnership federal tax returns and other foreign filings, including Forms 1065, 8865, 926, Schedules K-1, and related footnote disclosures
  • Analyzed over 500 foreign companies to identify PFIC and prepare PFIC statements accordingly
  • Prepared Section 754 election and set up working paper to track Section 743(b) basis adjustment
  • Performed FATCA and CRS due diligence review and identify the reportable accounts for financial institutions in Cayman, BVI, and Hong Kong
  • Assisted high net worth individuals with preparing informational returns, such as Forms 5471, 8621, 8858, etc
Oct 2020 - Feb 2021

U.S. Tax Associate

Taipei City, Taiwan

  • Filed Form 1040 for taxpayers with over 5 million net worth, utilizing Foreign Tax Credit and §911 Exclusion
  • Filed 30 Form 5471, involving all categories filing (CFC, Subpart F income)
  • Analyzed over 50 foreign companies to identify passive foreign investment company (PFIC)
  • Set up the working paper to calculate PFIC excess distribution under §1291 used by the entire team
  • Prepared 6 Streamlined Foreign Offshore Procedures (Form 14653, Reasonable Cause Statement…etc)
  • Handled over 50 residential rental properties (§1231 Property, §168(k) Bonus Depreciation)
May 2015 - Aug 2016

Volunteer Client Facilitator

Phillip Burton Federal Building

  • Facilitated orderly service of taxpayers and assisted in collection and record of site service
  • Assisted 600 senior and low-income taxpayers with completion of Intake/ Interview Sheet
  • Acted as an interpreter for Chinese-speaking clients
  • Created pleasant welcoming atmosphere and increased site productivity
Feb 2014 - Apr 2014

Research Assistant

Taoyuan, Taiwan

  • Reconciled AP, AR, and payroll accounts and assisted with month-end closing
  • Assisted with preparing budget of $30,000
  • Conducted research for National Science Council in Taiwan by using statistical techniques (Excel/Stata/SPSS)
Aug 2008 - Jul 2009

Assistant Accountant

Lecce Restaurant

Taoyuan, Taiwan

  • Prepared profit and loss reports and balance sheets
  • Conducted financial statement analysis quarterly
  • Helped inventory internal control and successfully discovered embezzlement
  • Introduced payroll spreadsheet, increasing efficiency by 100%
Sep 2006 - Jun 2008

Barista

Lecce Restaurant

Taoyuan, Taiwan

  • Received six times “Employee of the Month” award for best service
  • Suggested marketing plan offering seasonal drinks, increasing sales by 30%
Nov 2005 - Dec 2006
Team & coworkers

Colleagues at 資誠 (PwC Taiwan)

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3 education records

Sandy Chen education

Bachelor Of Business Administration, Economics, 3.46

Activities and Societies: Student Association,12th National Finance and Economic Camp, Softball Team Dean’s List: Spring, 2005

FAQ

Frequently asked questions about Sandy Chen

Quick answers generated from the profile data available on this page.

What company does Sandy Chen work for?

Sandy Chen works for 資誠 (PwC Taiwan).

What is Sandy Chen's role at 資誠 (PwC Taiwan)?

Sandy Chen is listed as Manager (US Tax Service) at PwC Taiwan at 資誠 (PwC Taiwan).

Where is Sandy Chen based?

Sandy Chen is based in Taiwan, Taiwan, Taiwan, Province Of China while working with 資誠 (PwC Taiwan).

What companies has Sandy Chen worked for?

Sandy Chen has worked for 資誠 (Pwc Taiwan), Pwc Mainland China And Hong Kong, Pwc Hong Kong And Mainland China, Aarp Tax-Aide, and Yuan Ze University.

Who are Sandy Chen's colleagues at 資誠 (PwC Taiwan)?

Sandy Chen's colleagues at 資誠 (PwC Taiwan) include Mingchang Lee, Chih-Hua Hu, Chang Eric, Lucy Lin, and Jasmine Liao.

How can I contact Sandy Chen?

You can use AeroLeads to view verified contact signals for Sandy Chen at 資誠 (PwC Taiwan), including work email, phone, and LinkedIn data when available.

What schools did Sandy Chen attend?

Sandy Chen holds Master'S Degree, Taxation, 3.57 from Golden Gate University.

What skills is Sandy Chen known for?

Sandy Chen is listed with skills including Accounting, Microsoft Excel, Us Gaap, Us Tax, Tax Research, and Gosystems.

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