Kevin Ng

About Kevin Ng

Kevin is an Operational Taxes expert and is currently the Head of US Tax Operations at BNY within the Global Tax Operations team. Before joining BNY, he was the Director of Global Operational Taxes Risk and Control team and was responsible for the governance, risk management and knowledge platform for operational taxes, and advise business units within the bank on FATCA and CRS matters within Credit Suisse. Prior to Credit Suisse, Kevin was a Senior Tax Manager with PwC and has over 9 years of experience in providing US tax advisory services to multinational and local clients on cross-border transactions, including inbound and outbound tax implications, mergers and acquisitions, corporate reorganisations, joint ventures and business start-ups. Kevin was also active in numerous FATCA projects with various banking and global asset management companies. Prior to his public accounting career, Kevin was a tax accountant at Voya (formerly ING Americas). He was responsible for the tax information reporting and withholding tax aspect of the company. Kevin received his BS degree in Accounting and Finance from University of Minnesota - Twin Cities and holds a Master degree in Business Taxation. He also received his MBA from the Chinese University of Hong Kong. He holds a CPA license in the state of Minnesota and is a member of both the American Institute of Certified Public Accountants.Specialties: Information Reporting under Chapter 3/61 and 4 of the Code. The Common Reporting Standard. Worldwide operational taxes including FTT, and Stamp Duty. International tax planning, including CFC/Subpart F planning, cross-border reorganisation and income tax treaty planning.

Experience

1. Director, Head of Us Tax Operations

   BNY

   Nov 2023 — Present · Pittsburgh, PA, US

   Directs the work of BNY US Tax Operations. consisting of multiple teams that are responsible for collecting and validating US tax documentation, managing tax withholding, and producing reporting (e.g, 1099, 1042-S, FATCA) on behalf of BNY and clients.Delivers on financial and people responsibilities and ensures assigned teams are operating effectively to meet the group\'s objectives. Executes business plans and contributes to the development of functional strategy.Prepares the group for significant US tax regulatory changes, platform changes and new business initiatives, and partners with Corporate Tax to monitor the regulatory landscape. Leads development of resulting recommended process changes.

Education

• UMN Carlson School of Management

  Bachelor of Science, Accounting and Finance

• CUHK Business School

  Master of Business Administration - MBA

• University of London

  Bachelor of Laws - LLB, Law

• UMN Carlson School of Management

  Master of Business Taxation (MBT)

Skills

• Us Gaap
• Tax Accounting
• Ifrs
• Investments
• Transfer Pricing
• Tax Law
• International Tax Consulting
• Financial Services
• Corporate Law
• Mergers & Acquisitions
• Cpa
• Cross-Border Transactions
• International Tax
• Income Tax
• Sarbanes-Oxley Act
• Corporate Tax
• External Audit
• Internal Controls
• Us Tax
• Big 4
• Due Diligence
• Sec Filings
• Tax Advisory
• Gaap
• Restructuring
• Financial Structuring
• Tax
• Fatca
• Auditing