Melissa Barker Email and Phone Number
Melissa Barker work email
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Melissa Barker personal email
An experienced tax manager specializing in the mutual fund industry with a strong desire to work in a fast-paced environment. Adept at Microsoft Excel, managing a team of twenty, and delivering projects on time and with exceptional quality.
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Senior Manager Of Investment TaxDimensional Fund Advisors Jan 2023 - PresentAustin, Tx, Us
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Investment Tax ManagerDimensional Fund Advisors May 2020 - Jan 2023Austin, Tx, Us
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Assistant Vice President Of Tax ServicesAlps, A Dst Company Apr 2010 - May 2020Denver, Co, UsAVP 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 -
Bank TellerWells Fargo Feb 2008 - Apr 2010San Francisco, California, UsInteract 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 -
Retirement Plan Specialist Summer InternshipGreat-West Retirement Services Jun 2009 - Sep 2009Greenwood 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
Melissa Barker Skills
Melissa Barker Education Details
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University Of Colorado DenverAccounting
Frequently Asked Questions about Melissa Barker
What company does Melissa Barker work for?
Melissa Barker works for Dimensional Fund Advisors
What is Melissa Barker's role at the current company?
Melissa Barker's current role is Senior Investment Tax Manager at Dimensional Fund Advisors.
What is Melissa Barker's email address?
Melissa Barker's email address is li****@****ast.net
What schools did Melissa Barker attend?
Melissa Barker attended University Of Colorado Denver.
What are some of Melissa Barker's interests?
Melissa Barker has interest in Disaster And Humanitarian Relief.
What skills is Melissa Barker known for?
Melissa Barker has skills like Excel, Customer Relations, Problem Solving, Account Management, Access, Financial Analysis, Accounting, Outlook, Microsoft Word, Powerpoint, Microsoft Office, Process Improvement.
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