Melissa Barker Email & Phone Number

Austin, Tx, Us

Austin, Tx, Us

Denver, Co, Us

AVP of Tax Services, ALPS Fund Services, a DST and SS&C Company, Denver, CO, 4/10- CurrentTax Supervisor, 3/12 – 9/13Senior Tax Accountant, 4/11 – 3/12 Staff Tax Accountant, 4/10 – 4/11• Develop and manage external relationships with clients and auditors to maintain communications while addressing issues as needed• Assist in determining tax status of investments held in each fund such as partnerships, mutual funds, real estate investment trusts, and passive foreign investment companies and making appropriate entries and adjustments for those holdings• Review calculations and provisions prepared by staff accountants and senior accountants for annual audits• Provide training and guidance to staff on developing tax issues• Update capital gain information to provide and communicate with clients on a monthly basis• Calculate distribution requirements on a monthly, quarterly, and annual basis• Periodically perform and review testing to determine that regulated investment company status is maintained• Prepare and review 1099-DIV reporting information• Implement strategies and business process improvements to reduce costs through use of computer automation• Assist the Tax Director with issues and questions that arise

San Francisco, California, Us

Interact with customers daily to satisfy their financial needsFamiliarize clients with new products and servicesDetail oriented with regards to financial transactionsRelied upon to take control of opening and closing proceduresWork well within a team environmentKeep upper management involved with issues or concerns

Greenwood Village, Co, Us

•Answered telephone inquiries regarding employer-sponsored retirement accounts•Fielded questions about investments in accordance with SEC regulations•Assisted clients in web site and phone prompt navigation•Received extensive training in retirement plans and the financial industry