LAMMY LAM FONG NIP
Walton International Group Limited
Scottsdale,AZ
28
years of professional experience
Tax professional with comprehensive knowledge of U.S. and Canadian tax compliance in related to corporation, partnership and individual filings. Strong ability to research complex tax matters, prepare and review tax filings, reconcile tax accounts, manage multiple compliance deadlines, and coordinate effectively with internal teams and external advisors. Demonstrates strong technical tax knowledge, attention to details, independent, problem-solving, and the ability to manage cross-border tax compliance responsibilities with minimal supervision.
Work History
Senior Tax Accoutant
7 Months- Prepare and/or review U.S. federal and state corporate income tax returns, including Form 1120 and related schedules.
- Prepare federal and state income tax extensions and estimated tax payment calculations.
- Assist with quarterly and annual corporate income tax provisions and tax account reconciliations.
- Maintain supporting tax workpapers, tax return schedules, and documentation.
- Respond to IRS and state tax authority notices, information requests, and examinations.
- Coordinate tax payments with Treasury, Accounting, and Accounts Payable and ensure payments are properly recorded.
- Assist with tax planning and other special projects as required.
- Support U.S. tax compliance and withholding requirements applicable to foreign/non-U.S. individuals and entities.
- Prepare and/or review Forms 1042 and 1042-S for U.S.-source payments to foreign persons.
- Review Forms W-8BEN, W-8BEN-E, W-8ECI, W-8IMY, and related withholding documentation.
- Determine appropriate U.S. withholding tax treatment and rates based on the nature of the payment, recipient status, and applicable income tax treaties.
- Assist with FIRPTA withholding and reporting requirements for transactions involving foreign persons, including Forms 8288 and 8288-A, as applicable.
- Prepare and/or review tax information reporting, including:Form 1099-INT
Form 1099-MISC
Form 1099-NEC, where applicable
Other Forms 1099 and related information returns, as applicable - Prepare and/or review Canadian individual income tax returns (T1) and related schedules.
- Support Canadian GST/HST compliance, including preparation and filing of GST/HST returns and reconciliation of related accounts.
- Review taxable supplies, input tax credits, and other GST/HST matters.
- Prepare supporting workpapers and reconcile Canadian tax accounts to the general ledger.
- Research Canadian federal and provincial individual income tax and GST/HST issues.
- Communicate with the Canada Revenue Agency (CRA) regarding notices, assessments, account inquiries, and other tax matters.
- Prepare responses and supporting documentation for CRA inquiries and reviews.
- Monitor CRA accounts and follow up on outstanding notices, assessments, refunds, and payments.
- Coordinate Canadian tax payments and maintain appropriate documentation.
- Assist with other Canadian tax compliance and reporting requirements as needed.
- Prepare and/or review Schedule K-1 information and supporting schedules for partners, members, or shareholders, as applicable.
- Maintain a tax compliance calendar and ensure timely filing of returns, information reporting forms, extensions, and tax payments.
- Prepare and maintain organized, audit-ready tax workpapers and supporting documentation.
- Perform tax account reconciliations and investigate discrepancies.
- Research U.S. and Canadian tax laws and regulations and communicate findings to management.
- Monitor tax law and regulatory changes that may affect the organization or its taxpayers.
- Respond to tax authority notices and coordinate with external tax advisors when appropriate.
- Work closely with Accounting, Finance, Treasury, Accounts Payable, Legal, and other departments to obtain information required for tax compliance.
- Assist with process improvements, automation, and development of tax procedures and internal controls.
- Support tax audits, special projects, and ad hoc tax research as assigned.
Assistant Vice President, Sales and Business Development
11 Years 7 Months- Identify potential business partners in Hong Kong and China, build and develop strong relationship to bring the potential business partners on board and become active in promoting Walton products
- Maintain and strengthen relationship with existing business partners by frequent communication and collaboration in order to ensure Walton products are being well promoted to their end clients
- Design and conduct timely trainings and meetings, provide marketing material and updated information on all existing projects, changes in administration and legal procedures, amended material to business partners
- Coordinate the involvement of sales support to ensure business partners’ expectations are met
- Cooperate with business partners and arrange seminars, special events and zoom discussions to initiate and close deals and play a hands-on role in the creation of business opportunities
- Work closely with business partners and proactively assesses, clarifies, and validates end clients requirements and satisfaction
- Maintain an extensive knowledge of Walton products, awareness of other products in the market place, follow compliance laws and recommendations
- Implement and optimize sales processes, structures, and closings that result in achieving the annual sales target
- Positively impacts the performance of individual sales team by implementing and managing sales support activities, including training programs, productivity initiatives, account and territory planning methodologies, and client communication media
- Effectively hire, develop, and lead a competent and diverse sales team.
Business Relationship Manager
2 YearsAssistant Associate Director
5 Years- Lead a small sales team to deliver high level services to clients and explore business opportunities
- Recruit and provide training and supervision to financial consultants
- Design and implement comprehensive sales plan in order to achieve personal and team sale targets
- Arrange meetings with potential clients, identify client’s needs, introduce our services and understand the potential clients including their financial statuses, their investment experiences and expectation of services
- Recommend Investment strategy and close deal for clients and provide on-going services
- Maintain client relationship by managing and reviewing their asset allocation on a regular basis and provide timely recommendations
- Handle Clients’ concerns and resolve them in a timely manner
- Explore business opportunities in the China Market
- Product Range: Investment-linked Assurance Scheme, Investment Funds Distribution, Traditional Life Insurance, General Insurance, Mandatory Provident Fund Scheme, Mortgage Referral Service, Immigration Consultation Services, Securities
Chief Wealth Management Advisor
2 YearsFinancial Consultant
2 YearsSenior PRC Tax Consultant
2 Years- Provided PRC advisory and compliance services on China taxes and business regulatory consultancy to clients in various industries
- Assisted clients in registration formalities on different types of PRC investment vehicles, such as Representative Offices and wholly foreign owned enterprise in major cities and Free Trade Zones and to negotiate with local approving authorities for securing tax preferential treatments in different locations in China
- Negotiated with PRC tax authorities on behalf of clients for defending Representative Office tax audits and concluding tax disputes
- Reviewed the PRC tax returns including Individual Income Tax, Business Tax and Corporate Income Tax returns and coordinated with colleagues in the PRC offices for tax filings
- Conducted detail review on clients’ business operation and advise strategies to be in compliance with the PRC legal environment
- Maintained good working relationship with clients at working level and be responsive to clients’ requests
- Researched into tax issues and produce research memorandum
- Participated in clients’ meeting with manager/partner
- Understood the specified products and needs of clients and identify service opportunities for managers
- Developed junior staff by delegation and giving guideline on work approach
- Client Portfolio: Coach, Inc., Continental Conair Limited, NEC Logistics Limited, Utilux South China Limited, Next (Asia) Limited, Skadden, Arps, Slate, Meagher & Flom LLP, GAP International, Del Monte Fresh Produce (HK) Limited, Anheuser-Busch Asia Inc., H&M Hennes & Mauritz (Far East) Ltd., McData, Chuang’s China Investments Ltd. and etc.
Senior Tax Accountant
1 Year- Prepared consolidated federal and state income tax returns using AACTS software
- Prepared state tax apportionment of various state adjustments for incorporation into quarterly estimated payment, year-end tax provision and tax return
- Analyzed schedule m-1 items for incorporation into quarterly estimated payment calculations, year-end tax provision and tax return
- Prepared estimated tax and extension payment analysis, and quarterly forms
- Produced information and responses to state income tax correspondence and inquiries as well as assemble documentation requested by federal and state income tax auditors
- Prepared Forms 5500’s for various company benefit plans using Hyperprep 5500 software
- Processed W-2’s for third party sick pay payments and other miscellaneous payments and 1099’s for various payments using Yes 99 software
- Assisted in the analysis and payment of real estate and personal property tax bills
- Supervised and provided proper training for staff accountant and temporary accounting position
- Research tax savings opportunities
- Prepared year-end book tax adjustments
- Developed Excel spreadsheet using macros to create check requests and EFT forms for estimated and extension tax payments
- Reconciled monthly income tax balance sheet accounts
- Maintained income tax calendar
Tax Accountant III
1 YearTax Accountant II
1 YearEducation
Bachelor of Science in Business Administration - Concentration in Accounting
- Dean’s List
- GPA: Overall GPA: 3.49/4.0, Major GPA: 3.54/4.0
Skills
Professional Qualifications: Former SFC License Representative (Type 1 & 4)
Former HKFI License Representative
Financial Advisor International Qualification (FAIQ)
Former MPF License Intermediate
Language: Orally and literary fluent in English and Cantonese
fair in Mandarin
Computer: Proficient in Microsoft Office applications (Word
Excel
PowerPoint)
CORPtax
AACTS
Turbo Tax
Quicken
Salesforce
Docusign
Timeline
Senior Tax Accoutant
Walton Global
01.2026 - CurrentRead More
Assistant Vice President, Sales and Business Development
Walton International Group Limited
01.2015 - CurrentRead More
Business Relationship Manager
Walton International Group Limited
01.2013 - 01.2015Read More
Assistant Associate Director
Convoy Financial Services Limited
01.2008 - 01.2013Read More
Chief Wealth Management Advisor
Convoy Financial Services Limited
01.2006 - 01.2008Read More
Financial Consultant
Convoy Financial Services Limited
01.2004 - 01.2006Read More
Senior PRC Tax Consultant
Ernst & Young Tax Services Limited
01.2002 - 01.2004Read More
Senior Tax Accountant
BJ’s Wholesale Club, Inc.
01.2001 - 01.2002Read More
Tax Accountant III
BJ’s Wholesale Club, Inc.
01.2000 - 01.2001Read More
Tax Accountant II
BJ’s Wholesale Club, Inc.
01.1999 - 01.2000Read More
University of Massachusetts
Bachelor of Science in Business Administration from Concentration in Accounting
Read More