Overview
Seasoned professional supporting internal Global Mobility and Corporate Tax teams as the Subject Matter Expert on issues relating to expatriate and foreign national taxation, strategically partnering with external providers to deliver solutions and ensure tax compliance for all client International Assignment Programs and related processes.
Liaising with local and global Finance/Payroll teams is a key success factor to ensure proper payroll processing, compensation reporting, memo reporting, account reconciliations, tax status codes, case and policy management, tax notices, certificates of coverage, and all related conflict resolution and customer service support for all client expatriate and foreign national assignees.
GLOBAL ASSIGNMENT PLANNING
Company tax equalization policies and process
International tax calculations and assignment tax costing for budgetary accruals
International assignment compensation and structuring
Global strategies for Equity compensation & benefit plans
Expense reimbursement procedures in compliance with statutory regulations
Assignment letters and agreements
Other third-party service provider coordination such as relocation companies
Indefinite and short-term assignment planning
Tax Briefings of international employees (Home & Host countries)
EXPATRIATE TAX PLANNING
Expatriate & Foreign National income tax consulting (special filing elections and income tax treaty provisions)
Payroll tax consulting to ensure compliance with local payroll laws
Social security consulting (application of International Totalization Agreements)
Pension benefits & performance-based equity plan consulting, including tax projections
ASSIGNEE TAX COMPLIANCE
Home & Host Country income tax return coordination and preparation for inbound and outbound international assignees
Response to tax notices and taxpayer advocacy for tax audits from tax and/or social security authorities (Home & Host countries)
Preparation of annual tax equalization, tax protection, hypothetical tax and/or tax reconciliation calculations
Payroll implementation, including mandatory filing, reporting requirements and tax withholdings (monthly wage tax returns, monthly journal entries, payment instructions, etc.)
ASSIGNMENT PROGRAM ADMINISTRATION
Entrance and exit meetings with employees in home & host countries prior to expatriation and repatriation,
Application for special regulations (expat regimes, child allowance, certificates of coverage),
Year-end compensation studies including: proper year-end tax gross-ups, foreign allowance and reimbursement reporting, proper per diem and expense reporting, hypothetical tax and housing norm taxable compensation reductions
Education
Brigham Young University, Utah January 1996-July 1997, January 1999-April 2003
• Primary Major: Master of Accountancy – Tax (Graduation: April 2003); GPA 3.40
• Secondary Major: Japanese; GPA 3.90
• Global Management Certificate (April 2003)
Nagoya University, Japan October 1997 - September 1998
• Certificate of Completion: Advanced Course of Japanese Language and Culture
In the community
Board of Directors, Treasurer World Trade Association of Utah (Jan 2014-Present)
Executive Director, Finance Utah Japanese Language School (Apr 2011-Present)
Executive Director, Treasurer Inter-mountain Relocation Council (Apr 2011-Sep 2015)
Chapter President UACPA Southern Chapter (Apr 2013-Mar 2014)
Chapter Vice President UACPA Southern Chapter (Apr 2012-Mar 2013)
Chapter Treasurer UACPA Southern Chapter (Apr 2011-Mar 2012)