James Mathew

James Mathew is a senior US tax professional with six years of experience in tax compliance and planning, supported by more than ten years of earlier accounting experience. A former professor with a PhD in Business Management, he combines an academic foundation with practical experience addressing business and individual tax requirements.

Within ATB’s cross-border advisory team, James contributes to the tax and accounting aspects of international holding and operating company structures and market-entry arrangements, with a particular focus on US tax considerations. He works alongside legal and other jurisdiction-specific advisers to assess reporting obligations and the tax implications of proposed structures.

His work covers federal and multi-state tax filings for S corporations, partnerships, trusts, estates and individuals, including Forms 1120S, 1065, 1041, 1040 and 1040X. He also handles foreign financial account reporting (FBAR), assists with tax issues and prepares responses to IRS notices.

James focuses on understanding each client’s business and financial circumstances to support accurate reporting and informed tax planning. He is an Enrolled Agent (EA) and has passed the US CPA Examination.