
Timeline
About me
Tax Advisory | M&A | Qualified Intermediary | FATCA | Data Analysis
Education

National chung cheng university
2019 - 2021Master's degree financeSumma Cum Laude

National taipei university
2011 - 2012Bachelor's degree continuing education, accounting
National chung cheng university
2005 - 2009Bachelor's degree banking, corporate, finance, and securities lawActivities and Societies: Student Association, Finance Camp for high school student, Finance Week, Rock Band Club(Drummer)
Experience

Roc army
Oct 2009 - Sept 2010Soldier• Perform standard military training and exercise.• Assist air force related mission with other armed services.

Pwc
Mar 2012 - Feb 2020• Perform the preparation of corporate tax returns.• Assist FINI with income and sales tax returns and negotiate the provision with national tax bureau.• Execute special consulting issue with foreign banks and integrated securities.• Provide general tax consulting services over domestic and foreign financial institutions.• Participate in AML implementation and compliance process with Financial institutions in Taiwan.• Implement different kinds of forms and manuals for financial institutions to meet the criteria of Taiwan Common Reporting Standard (CRS) Acts.• Assist insurance company to evaluate the effects of taxation in applying new IFRSs regulations in Taiwan.• Authorized by Taiwan Securities Association to deliver a tax letter and have further discussion of new financial instruments to Minister of Finance. Show less • Audit and attestation related services-reviewed financial statement attestation.• Conduct specific review processes in accordance with auditing standards generally accepted in Taiwan (T-IFRSs).• Performed audits of financial statements and assisted on the preparation of corporate tax returns.• Examine clients' financial reports by performing audit procedures.• Perform analytical review during the planning stage to support audit team forming audit plans and to design audit programs for public listed company clients. Show less
Manager
Jul 2018 - Feb 2020Financial Industries Tax Senior Associate
Sept 2015 - Jun 2018Financial Industries Assurance Senior Associate
Mar 2012 - Sept 2015

Nan shan life insurance co., ltd
Feb 2020 - Mar 2021Deputy tax manager• Directly report to head of Tax.• Tax Compliance and administrative remedy cases.• Internal Consulting for business units in the company.• Tax Planning and Consultation on different perspective issues.• Tax Treaty Consultation and Application• Assess Private Equity investment regarding tax issues.• International statutory reporting to tax bureau in different region, including US, UK and India, etc.• Excellent communication and presentation skills• Experienced project management ability. Show less

Taiwan secom co., ltd.
Apr 2021 - Jul 2021Corporate strategy manager, chairman office• Tracked and analyzed the key sales metrics, sales trends, sales quota attainments as well as generated sales forecasts, market trend reports, and provided strategic recommendations for future to the managing directors• Summarized the highlights and lowlights of the business performances for the group general managers• Performed financial and tax due diligence for in-house M&A transactions using financial modelling (DCF), Comparable valuation to evaluate target’s business and its fair value Show less

Infinox capital
Aug 2021 - Feb 2023• Group Budget Planning• Financial Reporting• Cost Analysis• Treasury and Banking Relationship• CRM Management
APAC Deputy Finance Manager
Mar 2022 - Feb 2023Senior Finance Supervisor
Aug 2021 - Feb 2022

Dbs bank
Mar 2023 - nowTax specialist, avp• Engage in the acquisition project with Consumer Banking Group of Citi• Qualified Intermediary compliance process • New Product Approval Procedure assessment• Internal tax consultant of BAU and Ad hoc matters
Licenses & Certifications
.webp)
Professional level1
Association of international accountants (aia)
Toeic golden certificate
The toeic® programNov 2011- View certificate

Critical thinking and problem solving program (ctps)
National taiwan universityJun 2022
Languages
- enEnglish
- chChinese
- maMandarin
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