Kristen Baxter

Kristen Baxter Email and Phone Number

EA, Senior Manager, Global Information Reporting at Deloitte Tax LLP @ Deloitte
Kristen Baxter's Location
Greater Philadelphia, United States, United States
About Kristen Baxter

I am a Senior Manager in the Deloitte Business Tax - Global Information Reporting team, providing tax advisory and tax compliance services. I specialize in tax reporting and U.S. withholding requirements. I leverage data analytics and design technology solutions to automate processes, improve controls and work more effectively with data.I have 15 years of experience in Financial Services, focusing on Banking, Investment Management, and Trust Services. I have assisted multiple financial institutions in enhancing technology and processes to ensure tax compliance and mitigate risk.

Kristen Baxter's Current Company Details
Deloitte

Deloitte

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EA, Senior Manager, Global Information Reporting at Deloitte Tax LLP
Kristen Baxter Work Experience Details
  • Deloitte
    Senior Manager
    Deloitte Mar 2022 - Present
    Worldwide, Oo
    Lead engagements for tax advisory and tax compliance services. This includes 1099, 1042-S, FATCA, and CRS reporting and other tax advisory programs. Deliver analytics and automation solutions for tax compliance.
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  • J.P. Morgan
    Vice President, Rapid Development Team Manager, Wealth Management Operations
    J.P. Morgan Nov 2020 - Mar 2022
    New York, Ny, Us
    Led a team of citizen developers, building intelligent automation with low code / no-code applications like Xceptor and Alteryx. Champion the adoption and upskilling of employees in these capabilities. Deliver analytics to drive business outcomes and accelerate change.
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  • J.P. Morgan
    Vice President, Rapid Development Team, Wealth Management Operations
    J.P. Morgan Mar 2020 - Oct 2020
    New York, Ny, Us
    Develop solutions for intelligent automation to improve client outcomes and drive efficiency. Low-code / no-code application platforms Xceptor and Alteryx.
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  • J.P. Morgan
    Vice President, Global Wealth Management Operations Tax
    J.P. Morgan Feb 2015 - Mar 2020
    New York, Ny, Us
    Managed a team of experienced tax professionals in Delaware and Chicago. Responsibilities included Tax Information Reporting (1042-S, 1099, 8966), tax withholding (NRA, FATCA, BUW), implementation of strategic projects to drive efficiency and regulatory compliance. Trust & Estates tax oversight to support tax return filing process and execute tax payments.
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  • J.P. Morgan
    Associate, Regulatory Reporting
    J.P. Morgan Feb 2012 - Jan 2015
    New York, Ny, Us
    Managed a team of tax professionals to produce 1042-S and 1099 tax information reporting. Oversight of federal tax withholding for Chapter 3 (NRA), Chapter 4 (FATCA) and Chapter 61 (BUW). Partner with technology for system implementations to support tax regulations.
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  • J.P. Morgan
    Tax Analyst
    J.P. Morgan Jun 2010 - Feb 2012
    New York, Ny, Us
    Produce 1042-S and 1099 forms to report U.S. income and withholding. Managed a team to perform data quality reviews, reconciliations, and tax reporting.
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  • Jpmorgan Chase
    Corporate Development Program Analyst
    Jpmorgan Chase Jul 2008 - Jun 2010
    New York, Ny, Us
    College hire development program. Completed rotations in Private Bank Tax, WSS Controllers, AM Projects.
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  • Wilmington Trust
    Corporate Client Services Intern
    Wilmington Trust May 2006 - Dec 2007
    Wilmington, De, Us
    View

Kristen Baxter Education Details

  • Alfred Lerner College Of Business & Economics At University Of Delaware
    Alfred Lerner College Of Business & Economics At University Of Delaware
    Business Analytics And Information Management
  • Alfred Lerner College Of Business & Economics At University Of Delaware
    Alfred Lerner College Of Business & Economics At University Of Delaware
    Data Science And Analytics
  • Widener University
    Widener University
    Taxation And Financial Planning
  • Loyola University Maryland
    Loyola University Maryland
    International Business

Frequently Asked Questions about Kristen Baxter

What company does Kristen Baxter work for?

Kristen Baxter works for Deloitte

What is Kristen Baxter's role at the current company?

Kristen Baxter's current role is EA, Senior Manager, Global Information Reporting at Deloitte Tax LLP.

What schools did Kristen Baxter attend?

Kristen Baxter attended Alfred Lerner College Of Business & Economics At University Of Delaware, Alfred Lerner College Of Business & Economics At University Of Delaware, Widener University, Loyola University Maryland.

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