Us Tax Senior Manager
Current
Sep 2022 - Present
Who is William Lui? Overview
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Quick answer
William Lui is listed as Senior Manager at PwC at PwC, based in United States. AeroLeads shows a work email signal at pwc.com and a matched LinkedIn profile for William Lui.
William Lui previously worked as US Tax Senior Manager at Pwc and Director at Blackstone. William Lui holds Bba, Public Accounting from Cuny - Baruch College.
Company email context
Email format at PwC
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wlui@pwc.com
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Profile bio
About William Lui
William Lui is a Senior Manager at PwC at PwC. He possess expertise in hedge funds, international tax, pfic, e&p, us tax and 9 more skills.
Listed skills include Hedge Funds, International Tax, Pfic, E&P, and 10 others.
Current workplace
William Lui's current company
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7 roles
William Lui work experience
A career timeline built from the work history available for this profile.
Director
Mar 2022 - Aug 2022
Us Tax Senior Manager
Jan 2020 - Mar 2022
Us Tax Senior Manager
Department: International Corporate Tax Services•Serve as international tax advisor to clients in a range of industries on international tax services and offerings•Provide technical expertise regarding accounting issues, regulatory information, and research for clients in hedge fund, private equities, and international corporations•Work collaborately with other practice groups within tax, the firm, as well as non-U.S. KPMG member firms to bring the right services and expertise to address and resolve client issues•Maintain active communication with clients in an effort to manage expectations and help ensure client satisfaction•Identify and address complex domestic and international tax issues•Research, write and review client tax advice•Build client relationships and demonstrate knowledge of client business•Prepare partner allocations of profit and losses, Schedule M-1's and Schedule M-3's to generate Schedule K-1s•Analyzing and preparation of partnership issues regarding to PFIC and QEF (Form 8621), foreign partnerships (Form 8865), foreign corporations (Form 5471 and Form 5472), and disregarded entities (Form 8858)•Prepare and process Schedule K-1s, extensions, and tax returns with supporting schedules for partnership and corporate returns using GoSystem
Feb 2011 - Jan 2020
Hedge Fund Tax Consultant Ii
Department: Financial Service Industry (Hedge Funds and Private Equity)•Provide technical expertise regarding accounting issues, regulatory information, and research for clients in hedge fund industry•Performing security analysis and calculating various tax adjustments (i.e. wash sales, constructive sale, unsettled loss sales, dividend, short sale, straddle)•Prepare partner allocations of profit and losses, Schedule M-1's and Schedule M-3's to generate Schedule K-1s•Analyzing and preparation of partnership issues regarding to FBAR (Form TD F 90-22.1), PFIC and QEF (Form 8621), foreign partnerships (Form 8865), and foreign corporations (Form 5471)•Prepare and process Schedule K-1s, extensions, and tax returns with supporting schedules for partnership and corporate returns using GoSystem and K-1 suite•Assist HR individuals to identify potential candidates in recruiting events
Dec 2008 - Feb 2011
Mutual Fund Accountant
•Reviewed and analyzed transactions related to dividends, interests, derivatives, corporate actions, fund and portfolio purchases and sales•Calculated NAV's and daily dividend factors for domestic and global investment products•Performed cash reconciliation and expense records•Insured all transactions and trades were accounted for properly and on a timely basis•Researched on any price breaks and margins per Bloomberg and IDC
Aug 2007 - Dec 2008
Assistant Manager
•Assisted the Officer-In-Charge and/or Manager in all phases of branch operations, and assumed responsibility for the branch in the OIC and/or Manager's absence•Ensured compliance with KYC procedures, CTR's, SAR's and Bank Secrecy Act•Prepared management reports comparing factors affecting financial institutions product and services profitability•Assisted OIC and/or Manager with account research, analysis, and audit work as necessary•Established and maintained client relationships by regularly corresponding with upper management
Jul 2003 - Aug 2007
2 education records
William Lui education
Bba, Public Accounting
Cuny - Baruch College
Education record
Bcchs
FAQ
Frequently asked questions about William Lui
Quick answers generated from the profile data available on this page.
What company does William Lui work for?
William Lui works for PwC.
What is William Lui's role at PwC?
William Lui is listed as Senior Manager at PwC at PwC.
What is William Lui's email address?
AeroLeads has found 1 work email signal at @pwc.com for William Lui at PwC.
Where is William Lui based?
William Lui is based in United States while working with PwC.
What companies has William Lui worked for?
William Lui has worked for Pwc, Blackstone, Kpmg Us, Deloitte Tax Llp, and The Bank Of New York.
How can I contact William Lui?
You can use AeroLeads to view verified contact signals for William Lui at PwC, including work email, phone, and LinkedIn data when available.
What schools did William Lui attend?
William Lui holds Bba, Public Accounting from Cuny - Baruch College.
What skills is William Lui known for?
William Lui is listed with skills including Hedge Funds, International Tax, Pfic, E&P, Us Tax, Corporate Tax, Private Equity, and Subpart F.
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