VINCENT LAM, CPA (Active)

Senior Tax Manager (Apr 2023 - Present)

Tax Manager (Feb 2021 - April 2023)

Senior Tax Accountant (Sept 2017 - Jan 2021)

• Lead the Federal and State tax compliance process for more than 70 entities in an REIT structure.
• Prepare ASC 740 Memorandum and analyze the company’s uncertain income tax positions
• Assist with regulatory documentation requirements under SOX 404
• Manage day-to-day correspondence with external advisors and auditors
• Record rent income, CAM, property taxes, and utilities journal entries for partnerships and corporations.
• Reconcile fixed asset variances between GAAP and Tax
• Monitor cash flow for corporations on a quarterly basis
• Review stock compensation reports
• Review waterfall calculations for joint ventures on an annual basis
• Oversee various state, local and indirect tax compliance, including personal property returns, the filing of Forms 1099 and excise tax returns
• Assist with due diligence of special transactions and planning, including IRC Section 1031 exchanges
• Collaborate with the finance team on budgeting, and forecasting
• Assist with capital calls and distibution notices

Tax Staff Accountant to Supervising Senior Tax Accountant (January 2014 to September 2017)

• Prepared and reviewed Federal and multistate tax returns for private equity and real estate clients, including REITs, partnerships, and corporations
• Prepared and reviewed provisions in compliance with ASC 740.
• Assisted clients with capital calls and distribution notices
• Prepared foreign filings, including Forms 5471, 8858, 8865 and calculations of Subpart F and distributions
• Prepared tax returns for high net-worth individuals and assisted with their quarterly estimates.
• Assisted with foreign withholdings for partners.

• Selected as one of 16 college students nationwide to intern in Nestle
• Implemented a Dynamic Forecast Accuracy Tool to keep track of the Finance Operating Master Plan measures.