Jyothi Rao
Partner, Tax Private Client Services, PwC Canada
Jyothi Rao is a Tax, Private Client Services Partner in the BC Region Private Client practice. Jyothi works with high-net- worth individuals who have complex cross-border tax issues. Drawing on more than 20 years of public practice experience, Jyothi advises on and provides assistance with cross-border personal tax compliance, U.S. estate and gift tax compliance and U.S. and Canadian voluntary disclosures.
Jyothi works closely with her clients, getting to know them so she can provide comprehensive advice that takes their needs and goals into account. Clients rely on her for help in a broad range of areas, including cross-border estate planning, structuring U.S. real estate acquisitions, Canadian trusts with U.S. beneficiaries, U.S. citizens with ownership in Canadian corporations, handling U.S. retirement accounts, Canadian departure tax planning and U.S. expatriation tax planning.
Jyothi is a Chartered Accountant from India. She is also a Chartered Professional Accountant (CPA), qualifying for the Certified General Accountant (CGA) designation in 2000. In 2002, she completed CPA Canada’s In-Depth Tax course and she has been an Enrolled Agent (EA) with the Internal Revenue Services since 2012. Jyothi has written and led tax courses and workshops.
