Expertise
Sally is a US Certified Public Accountant specialising in US/UK cross-border tax advisory for founders, internationally mobile individuals, private clients and multinational businesses. Prior to joining gunnercooke, Sally spent more than 15 years with EY and KPMG advising multinational businesses, financial institutions and private clients on complex US and international tax matters.
She has more than 15 years of experience advising clients on complex US and international tax matters, including relocation planning, cross-border structuring, equity compensation, international investment issues, trust and succession planning considerations, and US tax issues affecting businesses operating internationally.
Sally has worked with founders, high-net-worth individuals, financial institutions, fintech businesses and multinational groups on a broad range of cross-border tax and structuring matters involving both the United States and the United Kingdom. She regularly works alongside lawyers, wealth advisers and other professional advisers to help clients navigate the practical and technical challenges of operating across multiple jurisdictions,
Sally Advises
- Founders, entrepreneurs and owner-managed businesses with US and UK tax considerations
- US citizens and green card holders living in or relocating to the United Kingdom
- UK residents with US investments, family connections or cross-border reporting obligations
- Internationally mobile executives and senior employees with cross-border compensation issues
- High-net-worth individuals and families requiring US/UK tax and succession planning coordination
- Financial services, fintech and investment management businesses with US tax exposure
- UK-based businesses expanding into the United States
- Lawyers, wealth advisers and other professional advisers requiring coordination on complex US/UK cross-border matters
- Businesses and individuals navigating international structuring, cross-border transactions and dual-jurisdiction tax issues
Experience Highlights
- Advising founders, high-net-worth individuals and internationally mobile clients on complex US/UK cross-border tax matters, including residency, treaty, structuring and succession planning issues
- Advising clients on international ownership and investment structures involving UK companies, US entities and trusts, including PFIC, CFC/Subpart F, GILTI and foreign tax credit considerations
- Generated more than $600 million in identified tax savings for financial services and blockchain clients while leading Banking & Capital Markets tax advisory initiatives at KPMG
- Assisted clients in identifying and claiming more than $1 billion in tax savings related to digital transformation initiatives across banking, fintech and technology sectors while at EY
- Successfully represented multinational businesses and financial institutions before the IRS, sustaining complex tax positions and refund claims across a range of industries
Career History
Previous Roles
- Managing Director – Banking & Capital Markets, KPMG (2021 – 2025)
- Senior Manager – Financial Services Office, EY (2010 – 2021)
- M&A Business Development Analyst – Fintech, Berkery Noyes (2009 – 2010)
- Financial Analyst – Commercial Banking, Pacific Capital Bancorp (2008 – 2009)
Memberships
- US Certified Public Accountant (CPA)
- Member, KPMG Network of Women Executive Committee (former)
Education
- Master of Accountancy, St. John’s University
- BBA Finance & BBA International Business, University of Hawaiʻi at Mānoa
Other
- Speaker at industry conferences and webinars on US international tax, financial services tax matters and emerging regulatory developments
- Contributed to thought leadership and technical materials relating to US international tax and financial services taxation
- Former Global Tax Resident within the Financial Services practice at EY