Jessie began her career at KPMG in 1993 and was admitted into the partnership soon after. Prior to her career at KPMG, she worked for 12 years at another Big four accounting firm and a multinational company. Jessie was the Partner In Charge of Tax and Investment Department at KPMG Taiwan in 2014 and 2015. She continues to lead the Tax Agent Services for Foreign Institutional Investors (FINIs) at KPMG Taiwan.
Jessie holds an EMBA degree from National Taiwan University (NTU), and she was also selected for the KPMG chairman 25 program at INSEAD.
Jessie is one of the few accountants that hold Certified Public Accountant licenses in both Taiwan (ROC) and China. In addition, she holds various licenses such as Certified Tax Agent, Chartered Financial Analyst (CFA), and Futures licensing in Taiwan. Her continuous advancements at NTU Law School grant her substantial knowledge of Taiwan laws with completion of a sequence of prerequisites for the law practice license.
Jessie has extensive experience serving clients in Financial Services and Technology, Media & Telecommunications. Currently, her primary focus is on tax services for foreign institutional investors (FINIs) and qualified domestic institutional investors (QDIIs) in Taiwan. Jessie has led the FINI team and built a reputations among pioneer financial groups, custodian banks and investment vehicles worldwide. Their continuous dedication and devotion to this business earned the team the largest market share of FINI services among accounting firms in Taiwan.
Her service experiences include tax advisory and compliance services, corporate income tax return certifications, audit and attestation related services, due diligence reviews and also IPO advisory.
Representative clients of Jessie’s services include AEGON, BlackRock, BNPP, Corning, Goldman Sachs, HSBC, JP Morgan, Macquarie Bank, Microsoft, Morgan Stanley, Nomura, Nortel, Rabobank, RBS, State Street, UPS, and the list goes on.
EMBA - National Taiwan University.
Completed Law Credit Courses - National Taiwan University.
Bachelor of Business - National Taiwan University.
Completed KPMG Chairman’s 25 Program at INSEAD.
R.O.C. Certified Public Accountant (ROC CPA).
P.R.C. Certified Public Accountant (PRC CPA).
Chartered Financial Analyst (CFA).
Certified Tax Agent (CTA).
Futures Certified Specialist.