sara eggers

* Coordinated and delivered US and UK tax returns for 150 high net-worth individuals * Managed and successfully resolved US audits, New York State audits and UK s9A enquiries * Guided clients through voluntary disclosure program filings, delinquent filings and US expatriations * Advised on US and UK personal tax implications and tax planning * Provided performance management support, mentoring and training for under-performing staff * Acted on Compliance Committee, setting standard positions and issuing technical guidance * Advised on Business Plan Redesign Team, recommending firm improvements and change management * Participated in Business Development Team, interviewing new clients and determining support plan * Primary client focus: High net-worth individuals, including entertainers

* Acted as US and UK subject matter expert for client program leaders and stakeholders, covering compensation, equity, payroll, pension, policy, program design, income tax and social security * Globally coordinated the tax compliance process for programs ranging from 20 to 2,000 assignees * Assessed and identified global mobility program design, policy and process improvements * Advised on tax planning opportunities, tax minimisation strategies and overall tax compliance * Managed assignment-related calculations delivery, including tax cost projections, tax equalisation calculations and hypothetical tax calculations * Oversaw annual US payroll compliance projects, comprising safe harbour calculations, short term assignment compensation/withholding calculations and W-2 reporting * Conducted US and UK entry and exit consultations * Primary client focus: Investment and retail banking, Oil and gas * Secondary client focus: Engineering, procurement and construction (EPC)

* Acted as subject matter expert for global mobility policies, processes and operating model design, for program builds and transformations * Trained program managers and stakeholders on global mobility program management and global tax and payroll compliance * Worked with stakeholders to define global mobility strategy, assess current program state, identify program improvements and determine change management strategy * Advised on Centre of Excellence design, implementation and maintenance * Assessed, benchmarked and designed global assignment and tax policies improvements * Designed and implemented communications strategy for stakeholders and assignees * Identified and provided guidance on costs and risks involved with program decisions and systems * Globally coordinated global tax, global payroll and assignment support services * Managed global compensation taxability and reporting assessments * Identified new business opportunities and participated in proposals process * Participated in experienced hire interviewing and selection process