Tax Senior

As a tax professional with a background in both individual taxation and gift, trust, and estate taxation, Amber provides specialized tax services to

• Trustees and high-net-worth clients on their gifting strategies, trust reporting needs, and gift and trust tax compliance, and
• Clients with international concerns, including expatriates, inpatriates, and high-net-worth individuals with global assets, as well as international organization employees and retirees.

On the gift, trust, and estate side, Amber reviews trust and legal documents to confirm tax treatments, performs research and tax calculations, and prepares transfer tax and income tax filings. She coordinates regularly with both clients and their representatives, including relatives, attorneys, and private wealth advisors.

On the individual tax side, Amber supports high-net-worth clients with tax return preparation and planning related to US and foreign investments, real estate, US and foreign employment, and cross-border transactions. She also prepares amended tax returns and informational filings to report ownership in foreign assets.

Before joining The Wolf Group, Amber gained specialized tax experience working in the Gift and Trust Tax division of a large, national wealth management firm, as well as in a “Big Four” US accounting firm. There, she reviewed clients’ trust documents, assessed their tax treatment and reporting requirements, and assisted with calculations and reporting for a wide range of gift and trust taxation matters.

Outside of work, Amber enjoys yoga, skiing, traveling, and PC gaming with family and friends.