Simmi Yeung

Served as one of the primary advisors to senior executives, corporate alumni, and multigenerational families with assets exceeding $100 million, leading sensitive relationships with sound judgment, clear communication, and strict confidentiality. Collaborated with global teams to develop comprehensive strategies spanning wealth preservation, succession, liquidity, charitable giving, asset protection, and tax-efficient intergenerational transfers. Led proactive tax planning and reviewed complex federal, state, local, and foreign tax returns, including those involving the United Kingdom, Hong Kong, India, Japan, and Singapore, identifying tax-efficiency and wealth-preservation opportunities.

Vice President - GOLDMAN SACHS ASSET & WEALTH MANAGEMENT - New York, NY

(2018-01)

• Served as one of the primary advisors to senior executives, corporate alumni, and multigenerational families with assets exceeding $100 million, leading sensitive relationships with sound judgment, clear communication, and strict confidentiality.
• Collaborated with global teams to develop comprehensive strategies spanning wealth preservation, succession, liquidity, charitable giving, asset protection, and tax-efficient intergenerational transfers.
• Led proactive tax planning and reviewed complex federal, state, local, and foreign tax returns, including those involving the United Kingdom, Hong Kong, India, Japan, and Singapore, identifying tax-efficiency and wealth-preservation opportunities.
• Reviewed quarterly tax projections, estimated payments, and year-end strategies while monitoring legislative developments affecting clients and family-office structures.
• Designed and implemented cross-border tax strategies for U.S.-based clients earning income overseas, using foreign tax credits, treaties, and workday allocations to optimize tax exposure.
• Provided strategic guidance on multi-jurisdiction compliance and tax-efficient foreign investments, aligning clients' global tax positions with their personal investment objectives.
• Partnered with trust-and-estate attorneys, accountants, bankers, and insurance specialists to implement estate plans and risk-management strategies protecting client assets, income needs, and family legacies.
• Analyzed balance sheets, income statements, and cash flows for individuals, trusts, partnerships, and investment entities to identify trends and opportunities.
• Collaborated with investment teams and managers to evaluate diversified portfolios, including alternative investments, and maintain alignment with client objectives, risk tolerance, and liquidity needs.
• Managed liquidity and cash reporting; supported cash-flow forecasting, bill payment, banking coordination, and philanthropic entities on accounting, tax, and reporting matters.
• Managed vendor associates responsible for accurate U.S. and international tax filings across jurisdictions while strengthening family-office controls and technology-enabled reporting.
• Recognized as a lead Vice President and primary resource for complex cross-border and strategic tax matters; mentored senior financial planners and India-based tax associates, partnered with vendors to train financial planners, junior vice presidents and presented case studies in recurring group sessions.

Wealth and Tax Advisor - GOLDMAN SACHS ASSET & WEALTH MANAGEMENT - New York, NY

(2015-01 - 2017-12)

Financial Planner - GOLDMAN SACHS ASSET & WEALTH MANAGEMENT - New York, NY

(2006-01 - 2014-12)

Senior Tax Associate - PRICEWATERHOUSECOOPERS - Stamford, CT

(2001-01 - 2003-12)

• Advised more than 200 clients on global tax compliance and strategy, reduced audit risk through proactive research, and developed training materials while mentoring junior analysts.

Senior Tax Associate - PRICEWATERHOUSECOOPERS - Stamford, CT

(2005-01 - 2006-12)

Property Accountant - ACADIA REALTY TRUST - White Plains, NY

(2003-01 - 2005-12)

• Managed monthly and quarterly reporting for commercial and residential properties, including cash flow, budget variance, tax reporting, and auditor support for SEC Forms 10-Q and 10-K.

MBA - Executive Program - COLUMBIA BUSINESS SCHOOL (2025-01 - 2027-05)

MS - Professional Accounting - SYRACUSE UNIVERSITY (2022-01 - 2024-12)

BS - Business Administration, concentration in accounting - PACE UNIVERSITY (1998-01 - 2001-12)