Sonia Garibay
Alamo,TX
Summary
Experienced Senior 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
8
8
years of professional experience
Work History
Senior Tax Associate
Vialto Partners (Formerly PwC)
Houston, TX
11.2024 - Current
- Executed U.S. tax compliance for global mobility employees, including expatriates, inbound assignees, and high-net-worth individuals, ensuring adherence to U.S. and foreign tax regulations.
- Advised multinational clients on tax-efficient mobility strategies, addressing issues such as permanent establishment risks, foreign tax credits, treaty benefits, and FICA exemptions.
- Performed tax equalization and hypothetical tax calculations, helping organizations control tax costs while ensuring fairness for international assignees.
- Participated in meetings with clients to discuss their specific needs regarding taxation planning.
- Assisted in engagement budgeting and invoice preparation, ensuring accurate and timely billing for client services. Monitored work-in-progress (WIP) reports, analyzed variances, and collaborated with leadership to optimize revenue recognition.
- Skilled public speaker with three years of experience presenting at in-person client conferences and meetings.
- Acted as the client's primary contact, offering strategic tax advice, and responding to complex client inquiries.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Trained and mentored associates and interns, providing guidance on technical tax matters, project management, and professional development to enhance team performance.
Tax Associate
Vialto Partners (Formerly PwC)
Houston, TX
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.
- Skilled public speaker with two years of experience presenting at in-person client conferences and meetings.
- Conducted in person, one-on-one consultations at client sites for data-gathering interviews to identify and optimize filing structures.
- Delivered detailed tax briefings for expatriates and international assignees, simplifying complex tax concepts to ensure full understanding of liabilities and entitlements.
- 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; for example, conducting a thorough review of foreign income reporting for a taxpayer, correcting discrepancies that mitigated penalties and ensured regulatory compliance.
Global Mobility Tax Intern
PricewaterhouseCoopers (PwC)
Houston, TX
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 identifying 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 by 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 Advisory Services
- Tax planning
- Expatriate taxation
- Risk assessment
- Client management
- Team building
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, RSM, Strategic Operations, (972) 946-5926, alishancc@gmail.com
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Senior Tax Associate
Vialto Partners (Formerly PwC)
11.2024 - Current
Tax Associate
Vialto Partners (Formerly PwC)
07.2022 - Current
Global Mobility Tax Intern
PricewaterhouseCoopers (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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