Helen Lu
About Helen Lu
Helen Lu is a Manager of Global Tax Compliance and Planning with a background in Economic Law and Accounting. She has over 20 years of experience in tax roles at various companies, including QAD, Johnson & Johnson, and Fidelity National Financial.
Work at QAD
Helen Lu has been employed at QAD since 2016, where she holds the position of Manager, Global Tax Compliance & Planning. In this role, she oversees tax compliance and planning activities, ensuring adherence to relevant regulations and optimizing tax strategies. Her tenure at QAD spans eight years, during which she has contributed to the company's tax operations in the Santa Barbara, California area.
Previous Experience in Taxation
Before joining QAD, Helen Lu worked at Johnson & Johnson as a Senior Tax Analyst from 2005 to 2016. Her responsibilities included analyzing tax implications and ensuring compliance with tax regulations. Prior to that, she served as a Senior Tax Accountant at INAMED Corporation from 2003 to 2005, where she focused on tax reporting and compliance. Her career began at Fidelity National Financial, where she worked as a Tax Specialist from 2000 to 2003.
Education and Expertise
Helen Lu earned her Bachelor of Laws (LLB) degree in Economic Law from Renmin University of China. She furthered her education by obtaining a Master of Science (M.S.) in Accounting from California State University, Northridge. Her academic background provides her with a solid foundation in both legal and financial principles, which supports her expertise in tax compliance and planning.
Professional Background
Helen Lu has built a career in tax compliance and planning, primarily in the Santa Barbara, California area. Her professional journey includes significant roles in various organizations, where she has developed a comprehensive understanding of tax regulations and compliance requirements. Her experience spans over two decades, reflecting a commitment to the field of taxation.