Stephanie Wickham Email & Phone Number

Waterford, Wd, Ie

County Waterford, Ireland

Further to completion of an MBS in Accounting, I trained with KPMG Dublin as a Chartered Accountant and Chartered Tax Adviser. I have broad tax international experience spanning numerous jurisdictions and tax heads and I specialise in Irish expatriate and Global Mobility taxes - both inbound and outbound. I focus on explaining cross-border tax issues simply to my clients, cutting through tax jargon and commercial complexities to deliver tax advice that adds value - in the form of cost savings and improved employee retention. I have a proven tax record designing and implementing processes to ensure Global Mobility programs address the key tax & social security tax issues for companies.I also have extensive experience advising both individuals and corporates on a range of issues including tax residency, the remittance basis of taxation, tax domicile, tax equalisation, hypothetical taxes and the interaction of Double Tax Agreements. My goal is to explain complex cross border tax issues in a friendly, no-nonsense and simple way to individuals and corporate clients alike. Complex advice, explained in a way that makes it easy to put into practice.I was recently named as one of the Top 75 female Irish entrepreneurs to watch in 2022 by thinkbusiness.ie.Founder of Expattaxes.ie - Experts in Expat Tax.

Ireland

County Waterford, Ireland

Perth, Australia

Overseeing Employment & Indirect Taxes in the Asia Pacific region for DOF SubseaThe day-to-day responsibilities of the role include:• Managing employment and indirect tax compliance obligations across the Asia Pacific region for the DOF Group• Liaising with local tax authorities and service providers in the following project locations to ensure compliance obligations of the company and employees are met:Malaysia, Indonesia, New Zealand, Philippines, UK, East Timor, Myanmar, DR of Congo, India, Singapore, Vietnam, Brunei and China• Provision of employment tax advice to various departments across the organisation relating to the deployment of onshore and offshore personnel • Providing advice and support to the business for tenders for new projects to outline the international tax implications e.g. creation of permanent establishment, withholding tax, employment tax matters and GST/VAT issues• Provision of advice in relation to various employment tax matters for new and ongoing domestic based projects • Management of compliance obligations for Australian domestic taxes such as FBT, payroll tax and GST• Serving as the main point of contact for foreign tax advisors• Consultation with the local HR team on mobility issues relating to remuneration and tax issues for inpatriate and expatriate workers to/from the APAC region,• Preparing and providing training to the Business Unit Leaders on issues such as employment tax risks and global mobility issues• Provision of ad-hoc advice to DOF Group companies on a wide range of global mobility issues such as: tax equalisation, hypothetical taxes, tax protection, relocation allowances, split pay arrangements• Assisting Corporate Tax Manager on cross-border transactions and planning

Perth, Australia

Senior Tax Specialist overseeing employment tax matters and indirect taxes in the Asia Pacific region.Responsibility for internal policy on employment tax withholding, international assignments, payroll tax, social security in project locations, FBT, GST, and customs & excise duties.Reporting directly to the General Manager of Finance - Asia Pacific on employment and indirect taxes in the following locations:- Malaysia- Indonesia- New Zealand- Philippines- UK- East Timor- Myanmar- Congo- India- Singapore- Vietnam- Brunei- China

Perth, Australia

Tax Specialist within the Clough Finance Team reporting to the Employment Tax Manager, Corporate Tax Manager and Group Tax Manager on a variety of corporate and employment tax issues. Day to day responsibilities included:• Preparation of the monthly BAS reconciliation for Clough Tax Group• Preparation of the annual FBT return for various Group employing entities. This involved preparation of tax technical memos outlining positions taken and applicable tax legislation. This also involved designing and implementing process improvements so to ensure efficient collation of FBT information• Reconciling the annual payroll tax liability of the employing entities within the Clough group at year end• Liaising with company secretarial department to track grant, vest and exercise of employee share options for payroll tax purposes • Preparation of tax effect and tax accrual calculations at half year end and year end for Australian group entities, prepared in accordance with IFRS and AASB accounting standards• Preparation of tax effect calculations and Corporate Tax returns for overseas entities in the following jurisdictions: Korea, UK, Malaysia and Indonesia• Responsible for management of US expatriate payroll including monthly review and sign-off of US federal employment returns• Management of Clough expatriate program and equalisation policy• Providing support to the Tender Team to outline the international tax implications of new projects e.g. creation of permanent establishment (PE)• Advising Project Managers on implications and action required to manage PE risks• Responding to ad-hoc inpatriate and expatriate tax queries for assignees based in locations including Korea, Indonesia, Malaysia, UK, US, Singapore, PNG and the Netherlands• Preparation of correspondence with the ATO on various issues• Preparing and providing training to the wider corporate Finance Team on issues such as FBT, GST and superannuation

Perth, Australia

Senior Consultant within the KPMG International Executive Services tax department. Role involved managing up to ten people on compliance and advisory projects relating to expatriate tax programs of clients. Client portfolio included large multi-national clients of the major oil/gas/mining industries based in Western Australia.• Responsible for managing and reporting directly to the Tax Partner on an engagement for a large Australian based oil/gas client with a program covering over 150 assignees – both inbound and outbound. • Drafting employment tax advice including analysis relating to employee share plans, fringe benefits tax and payroll tax. Advice also included assisting with the preparation of Class Rulings for submission to the Australian Tax Office • Involved in preparation of executive remuneration structure advice for large ASX clients• Responsible for meeting with international assignees to conduct entry and exit briefings outlining the tax implications of their assignment and discussing client specific equalisation policies• Mentored staff (including a team of 10 under-graduates/consultants) and co-ordinated training sessions outlining tax technical topics and salient tax legislative developments

Dublin

• Responsible for managing the corporation tax compliance process for a large client portfolio which included small, medium and large Irish based clients.• Responsible for preparing tax computations and taxation notes in accordance with IAS 12, FRS 12 and FRS 19. This involved carrying out tax accrual work for assigned client portfolio for inclusion in the financial statements at year end and regularly liaising directly with members of the audit function to ensure the job was managed properly so as to be completed within a given time-frame.• Preparation of corporation tax returns and dividend withholding tax returns for assigned client portfolio for onward submission to the Irish Revenue Commissioners.• Responsible for research of ad-hoc tax queries relating to client portfolio. This often involved the preparation of complex tax advice on various aspects of legislation especially areas recently drafted into law.• Worked extensively on income tax compliance of numerous high net-worth individuals which involved preparation of income tax returns and also complex tax advice relating to both Irish and UK tax legislation.• Monitoring tax payment and tax return deadlines to ensure that all payments and returns were filed within required deadlines.• Liaising directly with clients, bookkeepers, Companies Registration Office, Revenue, Central Statistics Office and banks.• Supporting Tax Managers and Tax Directors in their role by carrying out ad-hoc detailed tax research on various complex tax issues.Client portfolio:• Consumer and Industrial Markets sector clients including large multi-national Irish based retailers, manufacturing companies and Irish branch entities• Income tax clients included resident and non-resident Irish domiciled high net worth individuals

Chartered Tax Adviser

Chartered Accountant

Masters Of Business, Accounting, 1St Class Honours

Bachelor Of Arts (B.A.), Business Law And Management, 1St Class Honours

Education record

Education record