Kezia Tam, CPA, MST

Kezia has over eight years of tax experience in multinational public accounting firms and industry. She is experienced in ASC 740, mergers and acquisitions, tax strategy, planning, with extensive experience in Federal and State tax compliance and planning, and research. To help you further evaluate her abilities, the following is a list of recent roles and services Kezia has performed:

  1. Tax Provision: Kezia has audited, reviewed, and prepared tax provisions with related footnote disclosures and memorandum under ASC 740 and ASC718. In addition, she reviewed M&A restructuring step plans, purchase agreements and other legal documentation to ensure provision properly considers pre and post-close impacts. She is also familiar with foreign tax provisions and statutory accounting to GAAP adjustments.
  2. Federal and State Income Tax: Kezia has prepared and reviewed complex Federal and State income tax returns along with the international tax forms 5471, 5472, withholding forms 1042, 8804, and 8805 and related disclosures.
  3. Tax Research: Kezia has broad experience with tax research, particularly multi-state research. She is adept at researching issues to stay up to date with changes in laws and legislation, and documenting tax positions for both tax return and tax accounting purposes.

 

RECENT EMPLOYERS

Prior to joining Steele she was a Tax Manager at Deloitte in San Jose.  Before that, she was at Grant Thornton and Aritzia.

 

EDUCATION

Kezia received her Master of Science in Taxation from Golden Gate University and  her Bachelor of Commerce, Accounting Co-op from the University of British Columbia.