Chartered Tax Advisor (CTA), tax technical specialist & project leader
NSW - Sydney Metro
Specialties
Law - Tax
Technical Manager
Advisor
Training & Development
Project management

tax technical advisor _ international tax, high wealth individuals & GST

Summary

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Career

Private - technical advisor
Government, Defence, Public Services - Legal
NSW, Australia
Specialties
Law - Tax
Technical Manager
Advisor
Training & Development
Project management
Responsibilities
  • Objection officer (4 years), dealing with objections resulting from audits and unfavourable rulings of large companies and high wealth individuals and their private groups.
  • Litigation officer (0.5 year), dealt with litigation cases at the AAT (Administrative Appeal Tribunal) and Federal Court;
  • Law Interpretation officer (3.5 years), provided oral and written advice (private rulings, tax determinations and public rulings)
  • Auditor (6 years), audited public companies, high wealth individuals and private groups (trusts, partnerships, individuals)
Achievements
  • As an objection officer in PGI (Private Groups and International) and HWI (High Wealth Individuals), I decided objections that resulted from audits or private rulings in relation to taxpayers in the PGI and HWI market and dealt with complex tax technical issues and sophisticated tax planning.
  • I also conducted complex audits involving HWI’s consolidated groups and their tax performance, business financing with multiple derivatives and debt/equity issues, as well as trusts, business structure and wealth distribution issues.
  • In HWI, I correctly identified risks regarding an artificial and highly complex group restructure and had the case escalated to an audit and settled with a net revenue outcome of $6m. In HWI, I resolved a difficult audit issue where Division 16E applied and the taxpayer paid $2m in tax.
  • I have conducted litigation cases in RDR (Review and Dispute Resolution). The issues I dealt with cover GST, income tax, penalty, debt collection and non-disclosed foreign income, etc. I briefed barristers on tax technical issues, prepared documents for the AAT and Federal Court and attended conferences at the AAT. These enabled me to understand the appeal process, the methodology of different sections across the ATO and the strategic considerations and procedures for litigation work.
  • In the IA International team, I used to be on weekly duty to answer queries in relation to international tax issues, which were escalated from call centres around Australia. The queries were posed by taxpayers or tax agents with different levels of business operations and tax knowledge.
  • I have strengthened my ability to quickly understand an issue, identify the areas of law, apply the law to the relevant tax scenario and explain it to the taxpayer/agent in appropriate language to resolve their queries.
  • I have designed the ITX Income Tax champion project under the relevant Commissioner's initiative.
  • I have designed and delivered training to ITX staff on income tax topics, especially on International tax topics.
  • I have organised training by the subject specialists to ITX staff on transfer pricing issues.
  • I have mentored and assisted the ITX staff to identify income tax issues in large business and multinationals ITX cases.
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Australian Customs Services - Commercial clearing officer & Anti-Smuggling special response unit officer
Government, Defence, Public Services - Government and Defence
NSW, Australia
Specialties
Investigator
Responsibilities
  • Commercial clearance & investigator
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IBM China - Marketing Administrator
IT Services, Software & Hardware -
China
Specialties
Marketing Strategy
Responsibilities
  • Designed marketing strategy, coordinated product promotion, advertising and exhibitions
  • Supported sales team, allocated/assigned stocks from different locations for consignment
  • forecasted, calculated and assigned the sales credits for the sales force
Achievements
  • Won Manager's award for "outstanding employee of 1995", IBM China

Education and Qualifications

Year Qualifications Level Institution
2016 Chartered Tax Advisor (CTA) Other the Tax Institute of Australia No
2014 Master of Taxation - Law Master's Degree University of New South Wales No
2001 Certified Public Accountant Qualification Other CPA Australia No
1999 Master of Commerce Master's Degree University of New South Wales No
1993 Bachelor of Science Bachelor Degree Nanjing University No