Lead remote support teams in the UK and US to ensure timely resolution of customer inquiries and manage escalations for technical issues on the TAINA platform. Foster strong customer relationships and collaborate with Account Management to drive client success through effective communication, training, and ongoing product support. Oversee the creation of customer training framework, maintain the external knowledge base, and lead the implementation of new support systems. Develop internal procedures and train employees for seamless onboarding, ensuring continuous improvement in service delivery.

Prepared and filed Forms 1099 (series) and 1042/1042-S, utilizing cloud-based application created to centralize and normalize firm data for preparation and transmission of information returns. Processed validation of Forms W-9/W-8 series, delivering results through cloud-based application and communicated remediation steps. Optimized logic scripting and functional automation of in-house tax technology applications via manual testing. Managed tax form validation, withholding rate calculation, and distribution of withholding certification packages for non-U.S. withholding agents to third party requestors. Assisted with IRW tax publication subscription service which provides guidance prescribed by federal and local tax jurisdictions regarding updates and regulatory changes in the industry.

Responded to client inquiries submitted via phone and online support system to resolve tax reporting issues regarding Compliance Plus product and core services. Worked with Wall Street Concepts product managers to ensure quality and completeness of services and output to meet tax deadlines. Assisted with maintaining and updated Compliance Plus Product Guide.

Enrolled new accounts into managed account products (Strategic Wealth Portfolio and Selections) by reviewing account applications for accuracy prior to submission for external portfolio managers approval. Added managed services to account upon approval and adequate level of funding to commence trading. Worked with branches and portfolio managers to resolve issues that arise during management of UBS accounts

Determined IRS compliance of high net worth foreign individuals and entities with respect to Foreign Account Tax Compliance Act (FATCA) regulations. Reviewed W-8 documentation for authenticity and accuracy. Identified areas of non-compliance. Assisted Domestic tax team to review forms for accurate reporting prior to firm's 1099 mailing to the client and IRS (Tax years 2015 and 2016) and validated Income Reallocation output from Wall Street Concepts. Assisted NRA tax team with validation of forms to ensure accurate reporting on Form 1042-S.

Led and directed a team of sales professionals to drive increased brand preference for products and services in Northeast law schools, successfully boosting revenue and expanding market presence.