A leader and strategic thinker with market-leading business knowledge and experience in delivering the breadth of global mobility services to global mobility program managers, their international workforce and stakeholders.
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Experience
KPMG
Mar 1986 – Present
New York
Senior Manager
• Manage client relationships for multiple engagements and supervise the delivery of high-quality tax compliance and consulting service
• Consult on work-from-anywhere tax considerations due to instantaneous shift to a virtual workforce for multinational corporations
• Design and present client on-site and virtual tax clinic workshops on US taxation
• Identify new business development and collaborate with teams on Request for Proposal /Information content including all deliverables and participation in
onsite presentations
• Regularly consult on cross border tax issues and assist with assignment planning, tax consulting and risk mitigation as it relates to international assignment
relocations and short-term business travelers.
• Spearheaded the global transition of two major multinational Global Mobility programs from an incumbent provider
• Sign off on individual tax returns for international executives
• Frequently counsel and educate individual taxpayers on US tax implications of pending relocations as well as represent them before federal and state taxing
authorities on routine and complex tax matters
• Mentor, develop and serve as a technical resource for Global Mobility engagement teams and train overseas processing center resources
• Design, development and implementation of the first of its kind online engagement manual which documented policies, procedures, and processes
Education
Baruch
– Feb 2000
Bachelor of Business Administration, Business / Finance
