San Francisco Bay Area
I’m a detail‑oriented tax professional with deep experience in U.S. and international individual taxation, global mobility services, compensation and payroll review, and multi‑jurisdictional compliance. I manage large engagement portfolios with accuracy and calm, and I’m known for clear communication, technical depth, and the ability to bring structure to complex situations. My work includes supporting globally mobile employees, resolving federal and state tax authority issues, coordinating with international offices, and guiding clients through cross‑border tax implications with clarity and confidence. I value strong client relationships and take pride in delivering work that is both precise and thoughtful. Outside of tax, I’ve managed households in different countries and built steady, long‑term relationships with the people I’ve supported. These experiences reinforce my organized and people‑focused approach to work.
• Manage the full lifecycle of globally mobile assignee engagements, overseeing deliverables, risk controls, billing, workflow, and high‑touch communication with clients and taxpayers. • Serve as a subject‑matter specialist on U.S. individual tax compliance, compensation and withholding issues, international tax treaties, residency determinations, and cross‑border tax implications. • Prepare and review complex U.S. individual returns for expatriates, inpatriates, and nonresidents, including Forms 1040, 1040‑NR, 1116, 2555, 5471, 8938, 3520, and multi‑state filings. • Coordinate global tax compliance with KPMG international offices, aligning U.S. and foreign filing requirements and advising on the tax impact of immigration statuses and visas. • Review expatriate compensation and payroll data for assignees, identifying discrepancies and driving proactive corrections to reduce client exposure and improve reporting accuracy. • Lead preparation of federal and state estimated payments, extensions, and year‑end projections to help minimize penalties and interest. • Represent taxpayers before federal and state tax authorities, resolving notices, discrepancies, and compliance issues. • Support junior staff through technical guidance, process documentation, and informal training.
Supported preparation and review of U.S. individual tax returns and assisted with global mobility compliance while completing advanced tax coursework.
Assisted with tax return preparation, compensation analysis, and global mobility processes while pursuing a Master’s in Taxation.
Prepared and reviewed a high volume of individual (Form 1040) and fiduciary (Form 1041) tax returns, including income allocation, deductions, and beneficiary K‑1 preparation. Managed a diverse portfolio of 300+ clients annually, delivering accurate, timely, and compliant tax filings during peak busy seasons. • Resolved IRS and state tax notices, including CP2000s, balance‑due notices, withholding discrepancies, and identity verification issues, providing clear technical explanations and documentation. • Supported high‑complexity individual and small‑business taxpayers with multi‑state filings, tax planning, and compliance guidance. • Oversaw office operations, workflow management, and quality control to ensure accuracy and efficiency across all returns. • Trained and supervised preparers, improving team performance, technical accuracy, and client service. • Managed bookkeeping, Sales & Use Tax, payroll tax filings, and financial statements for small business clients.
Household Operations Property Management Bookkeeping • Managed daily household operations across three countries, ensuring smooth logistics, organization, and reliable support for a private family. • Oversaw rental properties in multiple international locations, maintaining consistent profitability through effective tenant management, expense tracking, and operational oversight. • Provided bookkeeping services to support accurate financial reporting and international tax compliance. • Facilitated communication and mediation between parties, contributing to successful and timely resolution of property‑related issues and disputes.