Vicky Nguyen
Senior Associate At PwC Canada
Calgary,AB
Summary
Dedicated Senior Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning and special projects for tax engagements for High Net Worth and cross-border individuals. Knowledgeable of Canada and US tax laws related to all reporting requirements and taxing authorities to prioritize and manage projects of varying sizes and complexity within schedule and budget. Bringing 5 years of experience helping High Net Worth clients maximize return values while minimizing tax liabilities. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Senior Associate
PricewaterhouseCoopers (PwC) LLP
Calgary, AB
08.2019 - Current
- Preparation and review of complex Canadian/US and US State personal income tax returns for High Net Worth and cross-border individuals under the supervision of managers.
- Assisting with identification and conducting various consulting projects including, but not limited to, compensation, internal client policies and other ad hoc activities.
- Assisting with identification High Net Worth cross-border consulting projects such GILTI, US and Canadian tax estate, and Step memo.
- Networking with other lines of service (at an appropriate staff level) within the firm to leverage client opportunities
- Liaising between junior staff and managers for the efficient running of the accounts, resulting in an increase in engagement margins by at least 35%.
- Delegating projects to appropriate junior associates with clear expectations and managing the projects regularly to ensure we meet the internal and external deadlines, resulting in increase in client satisfaction by 20%.
- Providing training for junior associates with complex US and Canadian tax and providing feedback how to maximize efficiency in the file, building a good relationship with junior associates.
- Working directly with GMS and PCS partners to manage the cross border files with minimal involvement on their ends.
- Communication with corporate clients and their assignees regarding the tax implication related to cross border moves and investments.
Tax Associate
PricewaterhouseCoopers (PwC) LLP
Calgary, AB
04.2018 - 07.2019
- Prepared Canadian and US corporate and trust income tax returns
- Provided Canadian and US tax planning to clients such as Canada and U.S estate, Canadian Reorganization, US Repatriation Tax etc.
- Corresponded with Canadian and US tax authorities
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Reduced reviewers time spent on tax forms/returns by preforming self-review and attention to details when preparing returns.
- Managed changing priorities and workload levels based on volume of work.
Co-op Tax Associate
PricewaterhouseCoopers (PwC) LLP
Calgary, AB
02.2017 - 04.2018
- Prepared Canadian and US personal income tax returns using Taxprep and Gosystems/CCH software
- Analyzed different tax treatment per individual and determine best possible outcome for taxpayer
- Supported team members by communicating effectively while discussing different tax scenarios and problems Reduced reviewers time spent on tax forms/returns by preforming self-review and attention to details when preparing returns.
Undergraduate Research Assistant
Dhillon School of Business
Calgary, AB
05.2017 - 08.2017
- Received an award from the University of Lethbridge funding for me to become a Research Assistant in Summer 2017.
- Contributed creative ideas to my supervisor's research projects
- Worked with different professors to assist them on their current research projects
- The research project areas that I assisted were big data in audit, management accounting, capital budgeting, and financial accounting.
- Recorded data and maintained source documentation following good documentation practices.
Academic Tutor
U of L Student Success Centre
Calgary, AB
03.2015 - 12.2019
- Effectively instructed and assist accounting and management students on assigned questions and assignments to pinpoint key concepts to assist them to succeed in their courses
- Acquired strong attention to detail skills through working closely with students to assess their learning development.
- Helped students prepare for tests and exams by providing guidance, motivation and encouragement.
- Used personalized learning plans to guide students to deeper understanding of course material and learning styles.
- Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses.
Education
Bachelor of Management - Accounting
University of Lethbridge
Calgary, AB 01.2015 - 12.2018
Skills
Complex US and Canada Tax
Timeline
Senior Associate
PricewaterhouseCoopers (PwC) LLP
08.2019 - Current
Tax Associate
PricewaterhouseCoopers (PwC) LLP
04.2018 - 07.2019
Undergraduate Research Assistant
Dhillon School of Business
05.2017 - 08.2017
Co-op Tax Associate
PricewaterhouseCoopers (PwC) LLP
02.2017 - 04.2018
Academic Tutor
U of L Student Success Centre
03.2015 - 12.2019
Bachelor of Management - Accounting
University of Lethbridge
01.2015 - 12.2018
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