Responsible for producing and issuing timely tax-reporting documents to clients and investors in compliance with Computershare’s policies and SEC guidelines.• Ensured that data provided to recipients and regulatory agencies followed IRS and state specifications and information reporting regulations. • Performed the daily balancing of income payment reports, and update to the financial activity screens to ensure accurate tax reporting at year end. • Reconciled annual tax… Show more Responsible for producing and issuing timely tax-reporting documents to clients and investors in compliance with Computershare’s policies and SEC guidelines.• Ensured that data provided to recipients and regulatory agencies followed IRS and state specifications and information reporting regulations. • Performed the daily balancing of income payment reports, and update to the financial activity screens to ensure accurate tax reporting at year end. • Reconciled annual tax reporting reports to financial YTD activity screens to ensure that all reportable tax information has been captured and will be reported to shareholders and regulatory agencies appropriately. • Interacted with various operations and support groups, and printed vendors to coordinate and track the generation of tax forms mailings. Tax Accounting AssociateResponsible for the daily identification and proper record keeping of withholding tax and adjustmenttransactions. Monitored the daily balancing of withholding totals by company and the daily moneymovement to fund withholding transactions. In addition, I also executed the following:• Compiled the annual withholding tax returns• Prepared tax forms, and resolved tax reconcilement issues• Validated the daily deposits to the IRS are accurate and a timely manner• Validated and approved the daily compilation of withholding liabilities and remittances tomonthly spreadsheets and databases, and ensured resolutions to all discrepancies.EQUISERV, INC., Canton MA 2004 - 2006Processing SpecialistProcessed transfers, tax forms, and other shareholder maintenance requests in compliance with the department’s quantity and quality standards. I also performed a variety of clerical, accounting, and reconciliation functions. Show less

Processed transfers, tax forms, and other shareholder maintenance requests in compliance with the department’s quantity and quality standards. I also performed a variety of clerical / accounting / reconciliation functions, including the following:• Daily review of information pertaining to processing feedback and procedural updates. • Escalated complex inquires as needed per documented procedures. • Completed required internal training and compliance classes timely… Show more Processed transfers, tax forms, and other shareholder maintenance requests in compliance with the department’s quantity and quality standards. I also performed a variety of clerical / accounting / reconciliation functions, including the following:• Daily review of information pertaining to processing feedback and procedural updates. • Escalated complex inquires as needed per documented procedures. • Completed required internal training and compliance classes timely • Required to work overtime and assist other departments during peak volumes and to assist in meeting our clients service level agreements. Show less

Tax Specialist• Managing federal and states withholdings, • Filling tax returns• Reconciling daily account balances, • Preparing weekly and monthly account activity reports • Responding to internal and external inquiries. • maintained closed relationships with Control and Finance departments, ensuring conformity with all regulatory parties within established policies and deadlines.Account Specialist… Show more Tax Specialist• Managing federal and states withholdings, • Filling tax returns• Reconciling daily account balances, • Preparing weekly and monthly account activity reports • Responding to internal and external inquiries. • maintained closed relationships with Control and Finance departments, ensuring conformity with all regulatory parties within established policies and deadlines.Account Specialist Handled new account setups and various daily routine transactions such as processing of clients, shareowners, and dealers’ requests according to Computershare’s established productivity and quality standards• Reviewed and processed shareholder transactions including: Transfer, Sell, Cash, Replacements, DTC Deposits and Withdrawals, and Account Maintenance • Conducted quality review on work that has been processed.• Performed a variety of clerical / accounting / reconciliation functions.• Assisted other departments during peak volume to help in meeting clients’ expectations Show less