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Joseph W Lee

Tax Principal

Pasadena, California, USA


Professional Summary

Joseph has over 17 years of experience providing tax consulting and compliance services to clients in the private equity and entertainment industry sectors. For his private equity clients, Joseph assists his clients in understanding the tax compliance and reporting requirements of complex transactions, including fund formation, and asset acquisition and divestiture. Joseph provides consultation to entertainment industry clients addressing unique tax issues such as accessing film tax credits. He consults with foreign film investors to comply with the tax reporting and compliance requirements associated with inbound transactions.

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  • English
  • Chinese (Cantonese)

Industry Experience

    • Public Accounting Firm



Social Media


Pasadena, California, USA 91105
Tax Principal
2007 - Present
Team leader managing compliance and consulting projects in various tax clients, including private equity firm with institutional funds totaling $20 billion, privately-held companies, and companies in the entertainment industry. Perform researches and provide written and verbal tax advices to clients. Prepare federal and state income and franchise tax returns for corporations and partnerships. Prepare income tax provision. Prepare periodic tax payment, such as FDAP, ECI, state non-resident withholding, corporate estimated tax payments, information reporting, and other taxing authority requirements. Represent clients in federal and state income and franchise tax audits. Prepare tax due diligence reports. Engage in scoping and proposal activities. Teach at office and firm-wide formal training programs. Manage and develop staff team members and managers
Los Angeles, California, USA 90017
Tax Director
1999 - 2007
Tax outsourcing projects. Engagement leader for engagement team servicing Multi-National Corporations and Private Equity Firms.


BS, Accounting 1991
Loyola Marymount University
Los Angeles, California, United States
Dean's List
Chairman of Chinese Club
Alpha Sigma Nu (Jesuit Honor)
Accounting Society

Professional Certifications


Associations and Societies

  • American Institute of Certified Public Accountants
  • California Society of CPAs

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