Trish-Ann Weir Email & Phone Number

Act as subject matter expert and specialist in client policy, client specific compensation and withholding issues, technical tax law research, tax compliance, and international tax treaties.• Independently manage engagement life cycle for 300+ assignees annually, including risk management, billing financials, timely deliverables, and taxpayer/client interaction, and close out.• Facilitate equitable relationships between client and employee/assignee by properly allocating tax liabilities… Show more Act as subject matter expert and specialist in client policy, client specific compensation and withholding issues, technical tax law research, tax compliance, and international tax treaties.• Independently manage engagement life cycle for 300+ assignees annually, including risk management, billing financials, timely deliverables, and taxpayer/client interaction, and close out.• Facilitate equitable relationships between client and employee/assignee by properly allocating tax liabilities and benefits through review and delivery of accurate U.S. individual tax returns and tax equalizations.• Liaise with KPMG international office for coordination of global tax compliance and hosting tax consultations, including the tax impact of immigration statuses and visas to current and prospective expatriates.• Manage expatriate compensation for 2500+ assignees and coordinate with the client’s expatriate tax team, including ongoing payroll review, which led to proactive corrections of various payroll related issues.• Spearheaded the calculation of federal/state estimated and extension payments for 2500+ assignees, which resulted in lesser penalties and interest to the client.• Transitioned select billing deliverables to our offshore team which led to increased efficiency and profitability.• Implemented recurring compliance office hour meetings for our junior staff to assist them with compliance and tax technical questions on ourengagement. As well as created guides on various processes to help facilitate our staff’s learning and development. Show less

• Regularly recruited professionals from target universities as well as, mentored, trained, and assisted in the development of new and existing employees.• Lead tax briefings for new expatriate and inpatriate assignees, to bring awareness on various tax implications and policy related items while onforeign/domestic assignment.• Prepared individual US tax returns for expatriate and inpatriate assignees and provided tax consulting assistance, including, but not limited to, preparation… Show more • Regularly recruited professionals from target universities as well as, mentored, trained, and assisted in the development of new and existing employees.• Lead tax briefings for new expatriate and inpatriate assignees, to bring awareness on various tax implications and policy related items while onforeign/domestic assignment.• Prepared individual US tax returns for expatriate and inpatriate assignees and provided tax consulting assistance, including, but not limited to, preparation of quarterly estimated tax calculations, ascertaining the tax implications of selling personal or rental homes, determining the tax implications associated with obtaining a US green card.• Liaised with our associates and senior associates to communicate fresh ideas for our team and to voice any issues or concerns.• Acted as audit representative for taxpayers with the Internal Revenue Service, disputing proposed adjustment to tax via verbal and written tax positionsof varying complexity.• Responsible for a broad range of multinational and middle-market clients in the energy, oilfield, and chemical industries.• Corporate tax compliance preparation and review of tax return form(s) 1120, 1120-F, 1065, 1040, 5471, 5472, 8621, 8886, 926, and state tax returns forvarious tax clients ranging from small to large engagements.• Lead internal and external client communication, including the release of returns and deliverables.• Prepared and reviewed Tax Provision documentation and work papers in accordance with ASC 740.• Assisted audit engagement teams as a Tax specialist in review of ASC 740.• Coordinated engagement teams across multiple tax functions (business tax services, international tax services, state and local tax, and audit) allowing for effective completion of complex compliance services. Show less

Houston

Survey data entry for MIS Professor

Interlibrary Loan Department

• Search for and retrieve requested items from the library stacks • Copy, package, and ship library materials to requesting libraries/lending libraries

Waco, Texas Area

• Tutor student-athletes in Pre-calculus and Financial Accounting

Houston, Texas Area

• Assisted in closing out second quarter• Performed audit test work, including vouching• Tied out QK schedules to the trial balance and June summary financials• Assisted in completing a Texas margins return

Waco, Texas Area

• Facilitated regularly scheduled weekly study sessions for all enrolled students• Offered carefully planned, informal sessions • Gave students the opportunity to gain active, practical experience in integrating course content and reasoning

Houston, Texas Area

• Worked the cash register for customers’ carry-out orders• Solved numerical problems

Masters In Taxation, Accounting

Bachelor'S Degree, Real Estate

Bachelor'S Degree, Accounting