• Manage business tax services client projects and professionals in relation to tax technical and practical applications of U.S. withholding and reporting regulations, including Ch.3, Ch. 61, and FATCA & CRS• Assist with new business development, managed services, and tax consulting projects• Develop, motivate, and train staff on various tax regime projects• Manage risk and financial performance of engagements including billings, collections, and tax project budgets• Assist clients with drafting and updating FATCA & CRS policies and procedures• Manage client account holder due diligence projects related to the validation of withholding certificates (Forms W-9 and the Forms W-8 series), CRS self-certification forms, and documentary evidence• Work with clients and KPMG member firms across the globe, including those located in Armenia, Barbados, Bermuda, Cayman Islands, China, Colombia, Hong Kong, France, and Luxembourg• Promoted twice within 5 years

• Managed a team of 6 through mentorship and by planning day-to-day assignments, encouraging workflow improvements, and guiding project development and implementation• Participated in the hiring process, including interviewing, selecting candidates, and onboarding new team members• Strategized, planned, and implemented business improvement initiatives with key stakeholders• Created external promotional materials and internal trainings to present service offering information to clients and staff• Managed 800 funds across 125 clients for FATCA and CRS, maintaining relationships and providing client service• Acted as a subject matter expert for the FATCA/CRS product offering, reviewing jurisdictional guidance notes and using this information to solve complex client inquiries• Expanded the CRS service offering by creating business proposals for jurisdictional growth• Managed vendor relationships, mitigating risks and enhancing effectiveness for improved service delivery• Supervised and facilitated up to 30 simultaneous projects: planning action items, milestones and goals through to completion• Developed, tracked, and monitored key performance indicators (KPI’s) for senior management, including client pipeline, revenue, and service milestones• Responded to client requests for proposals, providing service information and pricing structures• Projected product revenue for 250 clients across 2200 funds• Promoted twice within 4 years

• Validated tax documentation (W8/W9) for determining U.S. sourced income tax rates (subject matter expert) • Supported internal and external team inquiries relating to tax forms and Ch. 3 & 61 withholding questions by reviewing IRS tax regulations and Competent Authority Agreements• Updated tax form validation procedures to mitigate the risk of internal processing• Reviewed newly contracted tax services custody weekly reports to ensure funds were set up on internal systems to reflect current U.S. withholding and income tax rates

• Provided high level client service by answering inquiries relating to fund tax rates on foreign sourced income as well as tax reclaim values based on foreign exchange rates• Collaborated with fund groups to prepare client documents for tax relief on various market’s custody payments• Informed fund groups of various market changes regarding international tax rates when released by local tax authorities

• Monitored notices issued by Depository Trust Company (DTC) for upcoming American Depositary Receipt (ADR) dividend and interest payments to ensure the correct pay date tax rates were applied to funds• Audited ADR Notice Log to ensure tax relief opportunities were processed for the funds per security• Researched and processed tax entitlements/reclaims on ADRs for foreign assets held at DTC by providing documentation as well as information requested by the local tax authorities• Participated in LEAN methods to develop efficient processes within Tax Services by analyzing processes to only include value-added work and implement with team

• Payment No Match Process – Reconciling general ledger account• Researched custody screens for explanation of missing payments • Looked for possible name changes, exchange rates or corporate actions• Researched mutual funds on Bloomberg to determine close-ended vs open-ended• Researched depositary receipts and HOLDRS for needed payment re-allocations based on tax rates