Rosier Tax Advisory

ROSIER TAX ADVISORY

Credentials

Sandra Rosier, Principal, has more than 20 years of private law practice and industry experience, most notably, building and leading corporate tax functions at one of the largest pension funds in the world and a global real estate asset manager with USD$80 billion AUM.  Rosier Tax Advisory offers the following range of organizational tax and risk management services to global investment and asset management organizations for whom tax strategy and effective execution are key to success.

Scope of Services

Tax Risk Management

Investors are facing a rapidly evolving and increasingly punitive climate of global anti tax avoidance regulations. Long standing investment structures are coming under scrutiny and are at heightened risk of audit by tax authorities. Rosier Tax Advisory can help identify your tax vulnerabilities.

Tax Strategy & ESG

Tax strategy is about asking existential questions and staying abreast of the trends and market opportunities for optimal tax treatment.  Are you leveraging your industry position to advocate for tax rules that will benefit your business? Have you thought about the intersection of ESG and Tax? We have

Organizational Tax Leadership

Your business is growing.  The portfolio managers and deal people are spending more time on tax than they should be. Not sure how to execute on the business case for an internal tax team? Need a senior tax leader to bridge a transition? Rosier Tax Advisory can help.

Enterprise Tax and Compliance

Enterprise tax is the “How” of organizational tax. It is the elaborate machinery of tax processes, actions and policies that govern tax compliance obligations and the life cycle of transactions from pre-acquisition diligence to exit. Rosier Tax Advisory can design customized solutions to ensure that your internal capabilities and end-to-end tax processes are adapted to business needs.

Public markets – Operational Tax Support

When was the last time you looked at your tax treaty rates? Pension funds and other exempts benefit from preferential tax rates on returns from listed equities in many jurisdictions. Rosier Tax Advisory can work with your Ops team and custodians to make sure that you are not leaving money on the table

Project Management

For global investment organizations, strategic initiatives often come down to tax impacts. Some projects are too consequential to be stick-handled from the corner of someone’s desk.  Do it right the first time.  Rosier Tax Advisory brings together tax acumen and experience managing large enterprise projects.

Thought Leadership & Professional Development

Tax presentations do not have to be boring. Hire Sandra for an engaging business-oriented talk about the current tax issues that are impacting your business.

Expertise