Bella E. Email & Phone Number

New York, Ny, Us

New York, New York

In this role, I lead a team of Senior Tax Professionals, overseeing U.S. and international tax withholding, reporting, and operational compliance for our client-facing divisions. I work collaboratively with cross-functional departments—IT, Legal, Operations, Settlements, Treasury, FP&A, and Client Services—to align our tax compliance objectives and the company’s broader system and business requirements. My responsibilities include managing the validation of client tax documents such as W-9… Show more In this role, I lead a team of Senior Tax Professionals, overseeing U.S. and international tax withholding, reporting, and operational compliance for our client-facing divisions. I work collaboratively with cross-functional departments—IT, Legal, Operations, Settlements, Treasury, FP&A, and Client Services—to align our tax compliance objectives and the company’s broader system and business requirements. My responsibilities include managing the validation of client tax documents such as W-9, W-8, and FATCA-CRS Self Certifications to uphold compliance. Additionally, I oversee the preparation and quality control of forms 1099, 1042-S, 945, and 1042, ensuring precision in tax reporting. Acting as the primary point of contact, I engage with federal, local, and international regulatory agencies to handle audits and compliance checks smoothly.Selected achievements:✅ Established the Tax Operations Team from the ground up, encompassing systems design, procedural development, and recruitment at the request of the Global Head of Tax.✅ Delivered strategic tax advice and technical support on regulatory matters across the firm, covering both U.S. and non-U.S. operational and transaction taxes, including IRC Sections 1441-1446, 3406, 871m, and global transaction taxes.✅ Provided expert insights on new tax regulations, process optimizations, system enhancements, and approvals for complex business initiatives.✅ Boosted regulatory compliance by reassessing and enhancing tax procedures to adapt to changing tax laws.#TaxCompliance #Leadership #StrategicTaxPlanning #CrossFunctionalCollaboration Show less

New York, New York

During this role, I provided advisory and technical expertise on tax regulations and compliance policies to key stakeholders, driving informed decision-making across the organization. I collaborated closely with Tax Operations, Client & Data Services, and operations teams to ensure IRS regulations were accurately interpreted and applied. Moreover, I conducted ongoing risk and control assessments to maintain compliance with IRS mandates, including Chapters 3 and 61, FATCA, CRS, and Sections… Show more During this role, I provided advisory and technical expertise on tax regulations and compliance policies to key stakeholders, driving informed decision-making across the organization. I collaborated closely with Tax Operations, Client & Data Services, and operations teams to ensure IRS regulations were accurately interpreted and applied. Moreover, I conducted ongoing risk and control assessments to maintain compliance with IRS mandates, including Chapters 3 and 61, FATCA, CRS, and Sections 305c, 871m, and 302.Selected achievements:✅ Served as the Regional Responsible Officer for the Americas, offering critical tax advisory support on new product approvals and strategic business projects.✅ Worked alongside business, IT, Operations, and Client Services teams to establish business and system requirements in line with regulatory standards.✅ Elevated stakeholder understanding of evolving tax regulations, helping to shape the firm’s strategic approach to compliance.#TaxCompliance #AdvisorySupport #StakeholderAlignment #RegulatoryCompliance Show less

Jersey City, Nj

In this role, I managed a team of three consultants, handling NRA/TEFRA withholding reconciliation, IRS deposits, and client inquiries to drive both compliance and operational effectiveness. I collaborated extensively with cross-functional, cross-regional teams to design a tax utility system, offering insights on front-end interface requirements to improve usability and system functionality. I also created weekly, monthly, and quarterly presentations for senior management, reporting on… Show more In this role, I managed a team of three consultants, handling NRA/TEFRA withholding reconciliation, IRS deposits, and client inquiries to drive both compliance and operational effectiveness. I collaborated extensively with cross-functional, cross-regional teams to design a tax utility system, offering insights on front-end interface requirements to improve usability and system functionality. I also created weekly, monthly, and quarterly presentations for senior management, reporting on departmental initiatives, KPIs, and progress against key goals.Major contributions:✅ Led user acceptance testing (UAT) for the 871m HIRE Act project, aligning global stakeholder efforts to meet regulatory standards.✅ Worked with Human Resources to interview and onboard new team members, enhancing team capacity and ensuring alignment with organizational goals.✅ Spearheaded the design of an in-house tax withholding and reporting system in collaboration with IT, integrating it with settlement and trade platforms for standardized regulatory reporting.#Leadership #OperationalExcellence #TaxStrategy #SystemInnovation #RegulatoryCompliance Show less

Jersey City, Nj

New York, Ny

Jersey City, Nj

Bachelor Of Arts (B.A.), French Language And Literature

Activities and Societies: French Honor Society, French Club, Russian Club

Bachelor Of Applied Science (B.A.Sc.), Finance, General

Activities and Societies: Finance & Investment Club