As a Tax Manager, Ivy is responsible for reviewing tax returns, providing tax research, and tax planning. Ivy plans and manages tax engagements ensuring compliance with applicable tax law and client satisfaction, within time and budgetary constraints. She specializes in financial institutions, with previous experience in providing tax compliance and tax provision works.
Ivy’s service specialties include tax planning, tax compliance, and tax provision works. She communicates with her clients, assuming the lead role in the relationship, disseminating information in an appropriate and timely manner. She focuses on helping international clients, specifically clients who speak Mandarin Chinese, understand U.S. tax law.
Ivy rejoined CSH in 2023 after previously starting in 2014.