Cost Basis/Tax Reporting *Managed multiple tax strategies and solutions while ensuring tax compliance*Responsible for all aspects of tax preparation, planning and research for the business*Provided educational and informative tax (customer and corporate) communication strategies*Strong knowledge of 1099 and 1042-S client reporting as well as 945 and 1042 company reporting*Strong Excel skills used for analytical research, reconciliation and data management

Tax Reporting/Cost Basis – Manager *Manage regulatory and procedural processes for FATCA, Cost Basis and Tax compliance*Design, execute and deliver of the business’s tax needs for federal reporting and withholding purposes*Provide educational and informative tax (customer and corporate) communication strategies*Responsible for all aspects of tax preparation, planning and research for the business*Strong knowledge of client 1099/1042-S reporting as well as 945/1042 company reporting*Proceduralized all tax processes and ensured a seamless transition from VA to NJ

Cost Basis/Tax Reporting *Managed multiple tax strategies and solutions while ensuring tax compliance*Responsible for all aspects of tax preparation, planning and research for the business*Provided educational and informative tax (customer and corporate) communication strategies*Strong knowledge of 1099 and 1042-S client reporting as well as 945 and 1042 company reporting*Strong Excel skills used for analytical research, reconciliation and data management

Supervised day-to-day operation of bank and brokerage accounts opening. Executed the firm's Customer Identification Program (CIP), resolved application exceptions and communicated with internal departments such as Customer Service, Fraud, Operations, Compliance and Legal. Enhanced departmental policies and procedures, as well as, ensured departmental compliance for auditing purposes. Managed and facilitated the performance appraisals of employees; coached and oversaw training and development for the New Account's team.Achievements:Created and implemented multiple projects for future business of E*TRADE. Created a user friendly training matrix for all New Account's procedures for streamline processing. Effectively managed and helped create a workable process for the documentation of 5,000+ accounts using foreign vendors. Managed and delegated work in a timely manner in order to achieve high daily-quarterly metrics for the New Accounts team.

Ensure accurate and timely processing of all regulatory required tax related filings and notices. Process tax related inquiries and potential errors as received, from customers, E*TRADE Financial personnel, financial institutions, and government agencies requests. Identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, and Compliance. Responsible for reporting and resolving all queries pertaining to forms: W-8, W9, 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-C, 1042-S, 2439, 480.6A, 990-T, 945 and 1042 tax forms. Developed new ledger reconciliation processes for auditing and reporting purposes.Achievements:Developed procedures for various functions and improved Excel training resulting in a more efficient process for reconciliations. Taken the lead on multiple processes to independently formulate approaches to the work and effectively complete the work. Effectively bridged a working connection with other departments to increase communication between teams. Effectively time manages workloads and helps delegate work to overcome tasks without haste.