Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
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Sonia Garibay

Alamo,TX

Summary

Experienced Tax Associate with a robust background at Vialto Partners (formerly PwC), specializing in expatriate tax matters, tax compliance, and regulatory reporting. Demonstrated success in optimizing global mobility programs for regulatory compliance and operational efficiency. Adept at analyzing complex financial and tax scenarios, delivering tailored solutions, and fostering strong client relationships. Known for exceptional analytical abilities, client relationship management, and delivering tailored solutions to meet unique business needs in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Global Mobility Tax Associate

Vialto Partners
07.2022 - Current
  • Advised multinational clients on comprehensive tax compliance strategies, including tax equalizations, treaty considerations, and payroll reporting for global mobility programs.
  • Assessed and mitigated tax risks, ensuring alignment with client goals and local tax regulations.
  • Led in person client presentations, followed by one on one consultations for DGI's to identify optimized filing structures.
  • Delivered detailed tax briefings for expatriates and international assignees, simplifying complex tax concepts to ensure full understanding of liabilities and entitlements.
  • Acted as a primary point of contact throughout the client lifecycle, providing personalized guidance from initial assessment to final filing.
  • Assisted in the preparation of individual tax returns for international assignments, ensuring compliance with local tax laws and regulations
  • Collaborated with the team to stay ahead of emerging tax policies and regulations, contributing insights to improve client services.
  • Identify and assess areas of potential tax risk exposure, offering tailored solutions to minimize compliance risks.

Global Mobility Tax Intern

PwC
01.2022 - 04.2022
  • Conducted in-depth research on evolving tax laws and regulations impacting taxation procedures.
  • Prepared detailed reports summarizing new trends and potential impacts on expatriate tax compliance.
  • Attended team meetings to contribute insights on emerging tax policies and participated in client briefings.
  • Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
  • Contributed to the preparation of tax returns, assisting in compiling data and preparing workpapers for efficient review by seniors or managers.

Student Assistant: Office of Curriculum and Institutional Assessment

The University of Texas Rio Grande Valley
08.2021 - 12.2021
  • Utilized technical expertise to compile reports focusing on data analysis and project management.
  • Managed daily communications, including emails and phone calls, and supported administrative tasks for the office.
  • Assisted in reviewing grant proposals and identified funding opportunities, supporting the office's strategic initiatives.

Payroll/Office Administrator

Insulations Inc.
07.2017 - 07.2021
  • Managed payroll for a large workforce, ensuring accurate biweekly payments in line with corporate deadlines.
  • Oversaw financial operations, including billing, budgeting, and cost-saving analysis to streamline processes and reduce overheads.
  • Maintained and organized key operational documents in both digital and paper formats, ensuring easy access and efficient workflows.
  • Collaborated with management in administering payroll and coordinating the organization of financial documents to streamline budget planning.
  • Assisted in reviewing the WIPs to ensure alignment with project goals and identify areas for improvement.
  • Aided in employee onboarding through training new hires on office procedures, software applications, and company policies.

Education

Bachelor of Business Administration - Accountancy

University of Texas Rio Grande Valley
05.2022

Skills

  • Tax Compliance
  • Financial Analysis
  • Data Analysis
  • Tax Research
  • Client Communication
  • Detail-Oriented

References

  • Sapna Pringle, Vialto Partners, Senior Manager, (832) 725-2846, sapna.pringle@vialto.com
  • Lynda Ngo, LyondellBasell, Senior Manager, (832) 373-0772, lynda.k.ngo@gmail.com
  • Alisha Cowdrey, Vialto Partners, Tax Associate, (972) 946-5926, alishancc@gmail.com

Languages

English
Full Professional
Spanish
Full Professional

Timeline

Global Mobility Tax Associate

Vialto Partners
07.2022 - Current

Global Mobility Tax Intern

PwC
01.2022 - 04.2022

Student Assistant: Office of Curriculum and Institutional Assessment

The University of Texas Rio Grande Valley
08.2021 - 12.2021

Payroll/Office Administrator

Insulations Inc.
07.2017 - 07.2021

Bachelor of Business Administration - Accountancy

University of Texas Rio Grande Valley

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Sonia Garibay