Michael Rahaman Email & Phone Number

New York, New York, Us

New York, New York, Us

o Participated in onboarding large financial institutions onto tax platform serving as the primary point of contact for operations team.o Provided business analysis and project scope to ensure requirements and SLA’s are met.o Oversaw team of eight onshore and offshore analysts, managing daily activities, client inquires and escalations.o Responsible for maintaining various project plans for BAU, Dress Rehearsal and Tax Season activities; coordinating data loads, testing, income reclass, print activity and IRS reporting.o Gathered client requirements and post mortem feedback and developed business requirements for future enhancements.o Coordinated daily with all aspects of the business, including Product, Onboarding, Development, Operations, Technology, Transmissions as well as equivalent departments at clients and vendors.o Responsible for interpreting client source data and creating file layouts and mapping logic for tax system. o Developed operational procedures, training documents and runbooks to minimize risk; leading to reduced defects year over year.o Participated in new product development, providing requirements and UI testing.o Provided analytical research and data analysis

Paris, Fr

o Participated in several data conversions to implement new internal platforms o Reconciled various data components for migration of tax reporting system to Broadridge applications.o Responsible for all functions related to maintaining and transmitting cost basis information on a daily basis, including internal transfers, transfer statements and reconciling break reports.o Responsible for interpreting Chapter 4 FATCA regulations of IRC sections 1471 through 1474.o Review current tax form drafts to implement additional validation rules (FFI/NFFE).

o Performed all functions relating to the posting of accurate and timely income payments on global securities for multiple high volume NQI/QI accounts in accordance with IRS Pub 515o Interpreted and validated various tax forms according to IRS Regulations (W8-IMY, W8-Ben/ECI/EXP, W9, withholding and allocations statements)o Reconciled/applied NRA withholding to foreign domicile accounts according to IRC Section 1441-1465o Analyzed income payments and applied allocation rates for partnerships daily.o Specialized in preparing 1099/1042S tax reports for 500+ non-withholding foreign partnerships.o Provided analytical research regarding taxability, reclassifications, redemptions and QII eligibility. o Participated in development of procedures for implementation of FATCA and Cost Basis reporting.o Developed NWFP reconciliation departmental procedures.o Resolved/improved daily operational issues and contributed to system enhancements to increase productivity and fulfill strict deadlines.

Corporate Communications, Marketing, Management, Economics

Corporate Communications, Marketing, Management, Economics