Specializes in international tax and family wealth succession services, assisting corporations and high-net-worth individuals in structuring cross-border investments, optimizing tax efficiency, and mitigating tax risks. Our services include domestic and offshore investment structure planning, utilization of tax incentives and tax treaties, tax advisory services for mergers and acquisitions, and tax agent services for Foreign Institutional Investors (FINIs).

In addition, we provide family wealth succession planning, trust tax advisory services, pre-IPO family shareholding structure planning, as well as personal income tax, estate tax, and gift tax compliance and advisory services. We help clients achieve effective wealth preservation and succession while addressing family governance objectives and maintaining full tax compliance.

International Tax Services

1. Assist enterprises with domestic and offshore investment structuring, cross-border transaction analysis, and tax efficiency assessments.

2. Support foreign companies investing in Taiwan by providing investment structure design, market entry planning, and related tax advisory services.

3. Provide tax incentive application and tax planning services, including the application of tax treaties, Article 25 of the Income Tax Act, repatriation of offshore funds, and matters relating to the Statute for Industrial Innovation.

4. Participate in mergers and acquisitions (M&A), corporate reorganizations, and equity transactions, providing Tax Due Diligence and transaction structure analysis services.

5. Provide tax agent and ongoing tax compliance services for Foreign Institutional Investors (FINIs).

6. Conduct research and analysis on tax issues relating to cross-border investments, holding structures, and overseas investment arrangements.

Family Wealth Succession Tax Services

1. Provide wealth succession planning and tax advisory services for high-net-worth individuals and family-owned businesses.

2. Assist companies with tax planning for family shareholding structures and equity arrangements prior to IPO or public listing.

3. Provide trust structure planning, together with related tax analysis and advisory services.

4. Handle personal income tax, estate tax, and gift tax filings, as well as related tax consultation services.

5. Assist clients with tax planning related to family asset transfers, business succession, shareholding inheritance, and cross-border asset allocation.

• Bachelor's degree or above in Accounting, Taxation, Finance, Financial Management, Law, Business Administration, or related disciplines.
• Proficient in English, with strong listening, speaking, reading, and writing skills.
• Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
• Strong interest in international taxation, cross-border investments, family wealth succession, and trust-related matters.
• Strong analytical, problem-solving, and critical thinking skills, with the ability to approach issues systematically.