Experience

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  Icpak (institute of certified public accountants of kenya)

  Mar 1998 - now

  TAX DISPUTE RESOLUTION REGIONAL MANAGERKENYA REVENUE AUTHORITY | [CITY, COUNTRY]A PROVEN LEADER IN RESOLVING COMPLEX TAX DISPUTES AND ENSURING COMPLIANCE. * KEY RESPONSIBILITIES: * TEAM LEADERSHIP * LEADING NEGOTIATIONS WITH TAXPAYERS * REPRESENTING THE KRA IN TAX TRIBUNALS * DEVELOPING AND IMPLEMENTING STRATEGIES TO MINIMIZE TAX DISPUTES * ANALYZING COMPLEX TAX LAWS * COLLABORATING WITH OTHER DEPARTMENTS WITHIN THE KRA TO ENSURE CONSISTENT APPLICATION OF TAX LAWS * ACHIEVEMENTS: * SUCCESSFULLY RESOLVED 20,000 HIGH-PROFILE TAX DISPUTES, SAVING THE GOVERNMENT MILLIONS OF SHILLINGS. * REDUCED THE AVERAGE TIME TO RESOLVE TAX DISPUTES BY 89%. * INCREASED THE RECOVERY OF TAX ARREARS BY 67%. * IMPLEMENTED DISPUTE RESOLUTION PROCESSES THAT IMPROVED EFFICIENCY AND EFFECTIVENESS. * PROVIDED TRAINING AND MENTORSHIP TO TEAM MEMBERS, LEADING TO INCREASED PRODUCTIVITY AND JOB SATISFACTION.TAX ADMINISTRATION/TAX REVENUE/TAX COMPLIANCE/TAX AUDIT EXPERTKENYA REVENUE AUTHORITY/AUDIT FIRMS/INDUSTRY | [KENYA|USA|INDIA|SOUTH AFRICA]A VERSATILE TAX PROFESSIONAL WITH A STRONG FOUNDATION IN TAX ADMINISTRATION, COMPLIANCE, AND AUDIT. * KEY RESPONSIBILITIES: * CONDUCTING TAX AUDITS AND INVESTIGATIONS * PROVIDING TAX ADVISORY SERVICES * RETURN REVIEWS AND REVENUE ENHANCEMENT INITIATIVES * ENSURING COMPLIANCE WITH TAX LAWS. * IDENTIFYING TAX RISKS AND DEVELOPING MITIGATION STRATEGIES * STAYING UPDATED ON TAX LAW CHANGES AND INDUSTRY TRENDS * ACHIEVEMENTS: * SUCCESSFULLY CONDUCTED COMPLEX TAX AUDITS, RESULTING IN SIGNIFICANT TAX RECOVERY. * IMPLEMENTED NEW TAX COMPLIANCE SYSTEMS THAT IMPROVED EFFICIENCY AND ACCURACY. * PROVIDED EXPERT TAX ADVICE. * TRAINED AND MENTORED STAFF. * SUCCESSFULLY DEFENDED PARTIES IN TAX AUDITS AND INVESTIGATIONS. Show less ENHANCED TAX COMPLIANCE: Effective dispute resolution fosters a culture of voluntary compliance. * IMPROVED TAXPAYER SATISFACTION: Timely and fair resolution of disputes enhances taxpayer trust and satisfaction. * OPTIMIZED RESOURCE UTILIZATION: Efficient dispute resolution processes minimize administrative burdens and costs. * STRENGTHENED INSTITUTIONAL CAPACITY: Effective dispute resolution mechanisms enhance the capacity of the tax administration. * REDUCED LITIGATION COSTS: Timely resolution of disputes through ADR reduces legal costs for both the KRA and taxpayers. * IMPROVED TAX POLICY DESIGN: Insights from dispute resolution processes can inform future tax policy development. * ENHANCED INTERNATIONAL TAX COOPERATION: Effective dispute resolution mechanisms can facilitate cooperation with foreign tax authorities. * PROMOTION OF INVESTMENT CLIMATE: * REDUCED CORRUPTION RISK * IMPROVED RISK MANAGEMENTImpact on Tax Dispute Resolution * TIMELY RESOLUTION OF DISPUTES * FAIR AND EQUITABLE OUTCOMES OF TAX DISPUTES * CONSISTENT APPLICATION OF TAX LAWS * TRANSPARENT AND ACCOUNTABLE PROCESSES * EFFECTIVE ALTERNATIVE DISPUTE RESOLUTION (ADR): Encouraging the use of ADR promotes amicable settlements. * STRENGTHENED LEGAL REPRESENTATIO * IMPROVED TECHNICAL EXPERTISE OF REVENUE OFFICERS * ENHANCED DATA ANALYSIS AND EVIDENCE-BASED DECISION-MAKING * IMPROVED COMMUNICATION AND STAKEHOLDER ENGAGEMENT * STREAMLINED TAX APPEAL PROCESSES * REDUCED FINANCIAL BURDEN/TIMELY RESOLUTION * MINIMIZED STRESS AND ANXIETY OF TAXPAYERS * INCREASED TRUST IN THE TAX SYSTEM * ENHANCED TAXPAYER COMPLIANCE * IMPROVED BUSINESS CLIMATE * ACCESS TO TAX JUSTICE * PROTECTED TAXPAYER RIGHTS * EMPATHIC AND SUPPORTIVE APPROACH: * CLEAR AND UNDERSTANDABLE COMMUNICATIONS: * PROACTIVE AND PREVENTATIVE APPROACH: Show less

  • MEMBER OF ICPAK[#2583].

    May 1998 - now

  • TAX DISPUTES RESOLUTION EXPERT[MEMBER OF ICPAK #2583 SINCE 1998].

    Mar 1998 - May 2021
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  Tax industry and public finance

  May 1998 - Dec 2020

  Global tax leader

  STRATEGIC TAX PLANNING AND ADVISORY * DEVELOPED AND IMPLEMENTED COMPREHENSIVE TAX STRATEGIES TO OPTIMIZE TAX EFFICIENCY. * PROVIDED EXPERT ADVICE ON A WIDE RANGE OF TAX MATTERS, INCLUDING CORPORATE TAX, VAT, EXCISE DUTY, AND WITHHOLDING TAX. * CONDUCTED IN-DEPTH RESEARCH AND ANALYSIS TO IDENTIFY TAX-SAVING OPPORTUNITIES AND MITIGATE RISKS. * DEVELOPED EFFECTIVE TAX STRATEGIES FOR MULTINATIONAL CORPORATIONS, INCLUDING CROSS-BORDER TRANSACTIONS AND TRANSFER PRICING.TAX COMPLIANCE AND REPORTING * IMPLEMENTED ROBUST SYSTEMS TO MONITOR TAX COMPLIANCE AND IDENTIFY POTENTIAL ISSUES. * PREPARED ACCURATE AND TIMELY TAX REPORTS AND DISCLOSURES. * UTILIZED ADVANCED TAX SOFTWARE TO STREAMLINE PROCESSES AND IMPROVE ACCURACY.TAX AUDITS AND INVESTIGATIONS * DEVELOPED EFFECTIVE STRATEGIES TO RESOLVE TAX DISPUTES THROUGH NEGOTIATION, MEDIATION, AND LITIGATION. * PROVIDED SUPPORT TO LEGAL TEAMS IN TAX LITIGATION CASES.TAX RISK MANAGEMENT * IDENTIFIED, ASSESSED, AND MITIGATED TAX RISKS THROUGH ROBUST RISK MANAGEMENT FRAMEWORKS. * CONDUCTED THOROUGH TAX DUE DILIGENCE FOR MERGERS, ACQUISITIONS, AND OTHER CORPORATE TRANSACTIONS. * PROACTIVELY IDENTIFIED AND ADDRESSED POTENTIAL TAX DISPUTES.TAX TECHNOLOGY AND INNOVATION * LEVERAGED CUTTING-EDGE TAX TECHNOLOGY TO STREAMLINE PROCESSES, IMPROVE EFFICIENCY, AND ENHANCE DATA ANALYSIS. * IMPLEMENTED TAX TECHNOLOGY SOLUTIONS TO IMPROVE EFFICIENCY AND ACCURACY. * UTILIZED DATA ANALYTICS TO IDENTIFY TRENDS, ANOMALIES, AND POTENTIAL TAX EXPOSURES. * LED THE DIGITAL TRANSFORMATION OF TAX FUNCTIONS.TAX TRAINING AND DEVELOPMENT * CONDUCTED TRAINING SESSIONS AND WORKSHOPS TO ENHANCE TAX KNOWLEDGE AND SKILLS. * SHARED KNOWLEDGE AND EXPERTISE THROUGH PUBLICATIONS, PRESENTATIONS, AND WEBINARS.CLIENT-CENTRIC APPROACH * ADHERED TO THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL CONDUCT. * EFFECTIVELY COMMUNICATED COMPLEX TAX ISSUES TO CLIENTS AND STAKEHOLDERS. Show less

• 

  Kra(kenya revenue authority)

  Jan 2023 - now

  A HIGHLY ACCOMPLISHED TAX PROFESSIONAL WITH 26 YEARS OF EXTENSIVE EXPERIENCE.* **TAXATION (DOMESTIC & INTERNATIONAL):** TAX LAWS, TAX TREATIES (OECD MODEL CONVENTION, FATCA, TADAT), TRANSFER PRICING REGULATIONS, AND BEPS ACTION PLAN. PROFICIENT IN ANALYZING AND INTERPRETING INTRICATE TAX LEGISLATION.* **CROSS-BORDER TRANSACTIONS:**TAX IMPLICATIONS OF MERGERS & ACQUISITIONS (M&A), JOINT VENTURES, AND RESTRUCTURINGS.* **PERMANENT ESTABLISHMENT (PE):*** **FOREIGN DIRECT INVESTMENT (FDI) AND FOREIGN PORTFOLIO INVESTMENT (FPI).* **TAX PLANNING & COUNTERMEASURES:** * **TAX DUE DILIGENCE:** CONDUCTING COMPREHENSIVE TAX DUE DILIGENCE.* **TAX COMPLIANCE:** DESIGNING AND IMPLEMENTING ROBUST TAX COMPLIANCE FRAMEWORKS.* **TAX TRENDS & DEVELOPMENTS:** KNOWLEDGEABLE OF EMERGING TRENDS SUCH AS DIGITAL TAXATION&IMPACT OF GLOBALIZATION.* **TAX ADMINISTRATION:** EXPERIENCED IN MANAGING TAX AUDITS AND PREPARING TAX RETURNS.* **DATA ANALYTICS:** UTILIZING DATA ANALYTICS TO DRIVE TAX-RELATED INSIGHTS AND EFFICIENCIES.* **TRANSFER PRICING:** APPLYING OECD GUIDELINES, INCLUDING FUNCTIONAL ANALYSIS, COMPARABILITY ANALYSIS, AND BENCHMARKING. PREPARING AND REVIEWING TRANSFER PRICING DOCUMENTATION. MONITORING BEPS ACTION PLAN 13 IMPLEMENTATION.* **FINANCIAL REPORTING:** MASTERY OF TAX LAWS, REGULATIONS, AND ACCOUNTING PRINCIPLES (IFRS & US GAAP).* **QUALIFICATIONS:** CERTIFIED PUBLIC ACCOUNTANT (CPA).* **EDUCATION:** MASTER’S DEGREE IN COMMERCE/FINANCE; BACHELOR’S DEGREE IN COMMERCE/TRAINING IN LAW.* **TRAINING:** EXTENSIVE TRAINING, KENYA SCHOOL OF REVENUE ADMINISTRATION.* **DISPUTE RESOLUTION:** SUCCESSFULLY RESOLVED COMPLEX TAX DISPUTES.* **TAX OPTIMIZATION:** IMPLEMENTED INNOVATIVE TAX STRATEGIES.* **TAX ADVISORY:** PROVIDING GUIDANCE ON CROSS-BORDER TAX PLANNING, M&A, AND GLOBAL TRADE.* **TAX POLICY & REFORM:** DEVELOPMENT AND IMPLEMENTATION OF TAX POLICIES AND PROCEDURES; CONTRIBUTED TO TAX REFORM INITIATIVES. Show less SEASONED TAX EXPERT- 26 YEARS OF EXPERIENCE.DEEP UNDERSTANDING OF COMPLEX TAX LAWS.DELIVERABLES:*SUCCESSFULLY RESOLVED THREE THOUSAND COMPLEX TAX DISPUTES,MANAGING TEN TAX STATIONS, TAKING THE CHARGE AS TAX DISPUTE RESOLUTION REGIONAL MANAGER. * DOMESTIC/INTERNATIONAL TAXATION: PROFICIENT IN NAVIGATING INTRICATE TAX LANDSCAPES.INTERNATIONAL TAX TREATIES (OECD MODEL CONVENTION, FATCA, TADAT),TRANSFER PRICING REGULATIONS. * TAX ADMINISTRATION AND REVENUE MOBILIZATION. *DEPLOYMENT OF EFFECTIVE TAX STRATEGIES TO DELIVER COMPLIANCE * TAX AUDITS AND INVESTIGATIONS: CONDUCTING THOROUGH TAX AUDITS, PREPARING COMPREHENSIVE TAX RETURNS, AND REPRESENTING CLIENTS DURING TAX AUDITS AND INVESTIGATIONS. * TAX DISPUTE RESOLUTION: RESOLVING COMPLEX TAX DISPUTES THROUGH NEGOTIATION, MEDIATION, AND LITIGATION. * TRANSFER PRICING: APPLYING OECD TRANSFER PRICING GUIDELINES TO ANALYZE AND OPTIMIZE INTERCOMPANY TRANSACTIONS.CORE COMPETENCIES: * TECHNICAL EXPERTISE: MASTERY OF TAX LAWS, REGULATIONS, AND ACCOUNTING PRINCIPLES. * ANALYTICAL SKILLS: ABILITY TO ANALYZE COMPLEX TAX ISSUES AND IDENTIFY POTENTIAL RISKS AND OPPORTUNITIES. * PROBLEM-SOLVING: CREATIVE PROBLEM-SOLVING SKILLS TO ADDRESS COMPLEX TAX CHALLENGES. * COMMUNICATION SKILLS: EFFECTIVE COMMUNICATION WITH CLIENTS, TAX AUTHORITIES, AND COLLEAGUES. * ATTENTION TO DETAIL: METICULOUS ATTENTION TO DETAIL TO ENSURE ACCURACY AND COMPLIANCE.CERTIFICATIONS AND QUALIFICATIONS: * CERTIFIED PUBLIC ACCOUNTANT (CPA) * MASTER'S DEGREE IN COMMERCE/FINANCE * BACHELOR'S DEGREE IN COMMERCE/FINANCE * EXTENSIVE TRAINING AT THE KENYA SCHOOL OF REVENUE ADMINISTRATIONKEY ACHIEVEMENTS: * SUCCESSFULLY RESOLVED NUMEROUS COMPLEX TAX DISPUTES. * IMPLEMENTED INNOVATIVE TAX STRATEGIES TO OPTIMIZE TAX POSITIONS. * PROVIDED EXPERT GUIDANCE TO CLIENTS ON A WIDE RANGE OF TAX MATTERS. * CONTRIBUTED TO THE DEVELOPMENT AND IMPLEMENTATION OF TAX POLICIES AND PROCEDURES.I AM PASSIONATE ABOUT TAX COMPLIANCE. Show less A SEASONED TAX VETERAN WITH 26 YEARS OF EXPERIENCE, I POSSESS A DEEP UNDERSTANDING OF COMPLEX TAX LAWS AND REGULATIONS. MY EXPERTISE LIES IN:DOMESTIC AND INTERNATIONAL TAXATION * PROFICIENT IN NAVIGATING INTRICATE TAX LANDSCAPES,DOMESTIC TAX LAWS, INTERNATIONAL TAX TREATIES (OECD MODEL CONVENTION, FATCA, TADAT), AND TRANSFER PRICING REGULATIONS,&BEPS ACTION PLAN. * SPECIALIZING IN CROSS-BORDER TRANSACTIONS, INCLUDING MERGERS AND ACQUISITIONS, JOINT VENTURES, AND RESTRUCTURINGS. * WELL-VERSED IN THE INTRICACIES OF PERMANENT ESTABLISHMENT (PE) RISK ASSESSMENT AND MITIGATION STRATEGIES. * EXPERIENCED IN ADVISING ON TAX IMPLICATIONS OF INBOUND AND OUTBOUND INVESTMENTS, INCLUDING FOREIGN DIRECT INVESTMENT (FDI) AND FOREIGN PORTFOLIO INVESTMENT (FPI). * TAX PLANNING COUNTERMEASURES * TAX DUE DILIGENCE * ROBUST TAX COMPLIANCE FRAMEWORKS * TAX TRENDS AND DEVELOPMENTS-DIGITAL TAXATION&THE IMPACT OF GLOBALIZATION * TAX AUDITS,TAX RETURNS * DATA ANALYTICS * APPLYING OECD TRANSFER PRICING GUIDELINES- INTERCOMPANY TRANSACTIONS,FUNCTIONAL ANALYSIS, COMPARABILITY ANALYSIS, BENCHMARKING * ROBUST TRANSFER PRICING DOCUMENTATION TO SUPPORT THE ARM’S-LENGTH NATURE OF INTERCOMPANY TRANSACTIONS&MITIGATE TRANSFER PRICING RISKS. * FIRM GRIP ON TRANSFER PRICING DEVELOPMENTS-THE IMPACT OF BEPS ACTION PLAN 13 * MASTERY OF TAX LAWS, REGULATIONS, AND ACCOUNTING PRINCIPLES, INCLUDING INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS) AND US GAAP. * CERTIFIED PUBLIC ACCOUNTANT (CPA) * MASTER’S DEGREE IN COMMERCE/FINANCE * BACHELOR’S DEGREE IN COMMERCE/TRAINING IN LAW * EXTENSIVE TRAINING AT THE KENYA SCHOOL OF REVENUE ADMINISTRATION * RESOLVED COMPLEX TAX DISPUTES. * IMPLEMENTED INNOVATIVE TAX STRATEGIES TO OPTIMIZE TAX * PROVIDING GUIDANCE ON A WIDE RANGE OF TAX MATTERS, INCLUDING CROSS-BORDER TAX PLANNING, MERGERS AND ACQUISITIONS, AND GLOBAL TRADE. *DEVELOPMENT AND IMPLEMENTATION OF TAX POLICIES AND PROCEDURES/DESIGN OF TAX REFORM INITIATIVES. 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  • MANAGER-TAX DISPUTE RESOLUTION[LEGAL&BOARD SERVICES]

    Feb 2025 - now

  • MANAGER TAX DISPUTE RESOLUTION[IRO].LEGAL&BOARD SERVICES[+>26YRS TAX ADMIN EXPERIENCE].

    Jun 2021 - now

  • REGIONAL MANAGER -TAX DISPUTE RESOLUTION-Western/Nyanza/Borders||LEGAL&BOARD SERVICES||

    Jan 2023 - Feb 2025