Kathleen Li

Kathleen has over a decade of tax and accounting experience, ranging from tax compliance, tax accounting provisions, to tax advisory projects. Kathleen is experienced in working with multistate and multinational corporations across various industries. She was previously the tax leader responsible for global tax risk management and compliance for a large US outbound multinational manufacturing company operating with 95 legal entities in 17 countries.

Her client portfolio varies from large public companies to smaller, privately held enterprises with US expansions or operations requiring both tax planning, compliance, and diligence projects. These clients range from established technology firms, start-ups, real estate investment trusts, private equity investment firms, professional services companies, manufacturing, and retail operators, in both the public and private sectors.

Kathleen assists clients with their plans of expansion and growth in the US, whether based in Canada or elsewhere in the world. She assists clients in navigating the complicated tax landscape in the US by conducting strategic tax reviews on existing or proposed structures to provide advice on corporate restructurings, tax filing positions, and assist client management teams to execute on developed strategies.