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Skills

  • Detailed documentation skills
  • Compliance Monitoring and Auditing
  • Automation software experience
  • Data validation and reconciliation
  • Basic accounting principles
  • Cross-jurisdictional reporting
  • Project organization
  • Budgets
  • Cost basis tax reporting
  • Process flow optimization

Work Experiences

  • Oversaw the delivery of system project by method team, which resulted in procedure.
  • Achieved results during the first three years of implementation.
  • Transported Power BI to three years customer locations.
  • Coordinated the release of tax reports.
  • Suggested financial solutions in terms of tax implications.
  • Defined tax reporting needs.
  • Achieved 10 successful tax filings.
  • Assumed leadership in redesigning tax calculation models.
  • Created detailed process flows for US IRS Form 1099-B reporting.
  • Defined reporting strategies.

Summaries

  • Expert at accurately transcribing updated demographics and other data from taxpayers.
  • Achieved 48% faster resolution times.
  • Accommodated complex business needs.
  • Achieved zero filing issues across 12 tax years.
  • Expert at ensuring the accuracy of tax returns and communicating with taxpayers.
  • Achieved 52% fewer discrepancies.
  • Cost Basis Tax Reporting Application Analyst is a multi-talented Cost Basis Tax Reporting Application Analyst who is consistently rewarded for planning and operational improvements.
  • Type 10 wpm and double-checks all forms and entries for accuracy.
  • Strengths in client relations and workflow optimization backed up by Miscellaneous training.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Resolved over 7 customer inquiries per one year regarding cost-basis discrepancies, improving client confidence.
  • Collaborated with developers to enhance the tax-reporting system resulting in a 15% decrease of post-audit issues.
  • Led a project to align cost-basis reporting with new IRS regulations, preventing potential penalties totaling 8 in several months.
  • Ensured compliance across 17 territories’ tax-reporting standards, increasing financial operational efficiency.
  • Collaborated with customer success to customize tax-reporting platform, resulting in 83% improvement in data accuracy.
  • Provided subject-matter expertise during the development and launch of an upgraded tax-reporting system used by 11 client entities.
  • Conducted comprehensive audits of cost-basis data, reducing mismatches by 19% and improving accuracy for end-of-year tax reporting.
  • Expertly utilized tax-reporting software HubSpot to compile both domestic and international tax reports for 68% timely submission during tax season.
  • Resolved product issue through consumer testing.
  • Achieved a 76% improvement in tax compliance by automating team leadership, ensuring timely and accurate submission of tax forms.

Affiliations

  • American Marketing Association
  • Certified charterholder with the CFA Institute, leveraging financial and investment analysis for tax-reporting purposes.
  • Certified participant in the Securities Industry and Financial Markets Association (SIFMA), focused on cost basis and tax reporting practices.
  • Member of the International Association of Financial Engineers (IAFE), leveraging quantitative finance to enhance cost-basis calculations.
  • Participant in the Investment Management Consultants Association (IMCA), gaining advanced knowledge of analytical tax tools and reporting methods.
  • Society of Human Resource Management
  • Member of the Institute of Financial Operations & Leadership (IFO), specializing in tax reporting workflows and financial compliance.
  • Active participant in the American Payroll Association (APA), applying payroll tax insights to cost-basis tax reporting workflows.
  • Toastmasters
  • Affiliate of the Tax Executives Institute (TEI), participating in forums on tax governance and regulatory compliance.

Certifications

  • Certified Cost Basis Tax Analyst (CBTA)
  • Certified Public Accountant (CPA)
  • SAP Financial Accounting Certification (FI) 2024
  • Chartered Tax Advisor (CTA)
  • Certified International Tax Advisor (CITA)
  • Advanced Tax Research Specialist Certificate
  • Cisco Certified Internetwork Expert (CCIE)
  • Tax Reporting and Automation Specialist Certification (TRASC) Summit Group
  • CompTIA Network+
  • SHRM Senior Certified Professional (SHRM-SCP)

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