Tze Liang Kwan
Victoria
Summary
Seeking a challenging and rewarding career in the field of harm reduction, addictions, and mental illness by serving the marginalized and underserved community in our society. Current Forex and Options trader and trading instructor. Previous experience providing cross-border tax services to Canadian corporations.
Overview
27
27
years of professional experience
Work History
Safer Support Worker
Aids Vancouver Island
08.2023 - Current
- Baseline staffing in clinic to ensure program is open and fully functional 7 days/week
- Distribute safer drug use supplies, safer sex supplies and naloxone kits, and provide information and training about their use
- Monitor and support people who are using substances
- Assess for overdose symptoms and respond with SAFER team with rescue breathing and naloxone when necessary
- Keeping the clinic space & booths sanitary
- Liaise between participants, systems navigators, nurses and physicians to support participants to be heard and assist with keeping communication open and accessible.
Trading Instructor
Online Trading Academy
06.2019 - Current
- Delivering trading education via online and in-person classes to students enrolled with Online Trading Academy
- Providing mentorship and support to students to help ensure their success
- Ensure that delivery of materials is in compliance with Online Trading and regulatory requirements
- Monitor student feedback and adjust teaching methodology to ensure high levels of satisfaction and engagement
- Continue to develop technical knowledge and expertise in trading.
Senior Tax Manager
BDO Dunwoody
04.2007 - 03.2020
- Provided cross-border consulting and compliance tax services to Canadian corporations doing business in the US
- Managed a team by providing leadership, counseling, performance feedback, and career guidance
- Delivered high-quality work products that exceeded client expectations
- Planned, executed, and delivered work independently on complex engagements
- Conducted regular internal training sessions for staff members
- Generated new business opportunities and built client networks and relationships
- Conducted day/week-long tax seminars
- Developed and authored courses in US Federal and State Taxation for the Institute of Chartered Accountants, BC.
Principal
Aerotax Consulting LLC
03.2010 - 03.2013
- Provided cross-border consulting and compliance tax services to Canadian corporations doing business in the US
- Managed a team by providing leadership, counseling, performance feedback, and career guidance
- Delivered high-quality work products that exceeded client expectations
- Planned, executed, and delivered work independently on complex engagements
- Conducted regular internal training sessions for staff members
- Generated new business opportunities and built client networks and relationships
- Conducted day/week-long tax seminars
- Developed and authored courses in US Federal and State Taxation for the Institute of Chartered Accountants, BC.
Senior Tax Manager
Deloitte
01.1999 - 04.2007
- Provided cross-border consulting and compliance tax services to Canadian corporations doing business in the US
- Managed a team by providing leadership, counseling, performance feedback, and career guidance
- Delivered high-quality work products that exceeded client expectations
- Planned, executed, and delivered work independently on complex engagements
- Conducted regular internal training sessions for staff members
- Generated new business opportunities and built client networks and relationships
- Conducted day/week-long tax seminars
- Developed and authored courses in US Federal and State Taxation for the Institute of Chartered Accountants, BC.
Sales Tax Manager
Bloomberg LP
01.1997 - 01.1998
- Understand and staying current on evolving sales tax rules and regulations
- Manage changing tax calendars and filing due dates and ensuring sales tax returns are timely filed
- Responding to tax notices and remedying any errors to maintain sales tax compliance.
Education
Diploma in Piano Performing -
Trinity Schools of Music
London, UKMasters of Science in Taxation -
Farleigh Dickinson University
Madison, NJ01.1998
BA in Mathematics, Statistics, and Economics -
University of Rochester
Rochester, NY01.1993
Other
- Current first aid certification (with AED and O2)
- ASIST Training
- Private Pilot’s License: Instrument and Float-rated
- Volunteer with positive living Vancouver (2017 - 2018)
References
- Jacqollyne Keath, RN of Safer Program, 604-842-8899, Jacqollyne.keath@avi.org
- Jackie Haywood, Director of Support Services, 604-644-7554, filmfloozy@gmail.com
- Sue O’Grady, Instructor, 928-533-5875, suenphx@gmail.com
- Jenny Ketcham, 801-864-6124, Jennyk.cntc@gmail.com
Timeline
Safer Support Worker
Aids Vancouver Island
08.2023 - Current
Trading Instructor
Online Trading Academy
06.2019 - Current
Principal
Aerotax Consulting LLC
03.2010 - 03.2013
Senior Tax Manager
BDO Dunwoody
04.2007 - 03.2020
Senior Tax Manager
Deloitte
01.1999 - 04.2007
Sales Tax Manager
Bloomberg LP
01.1997 - 01.1998
Diploma in Piano Performing -
Trinity Schools of Music
Masters of Science in Taxation -
Farleigh Dickinson University
BA in Mathematics, Statistics, and Economics -
University of Rochester
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