-Oversee a team of 11 members across different locations in the US and India.-Conduct Tax Research related to US and Foreign Tax Withholding and Reporting.-Responsible for producing various annual IRS tax forms including 1042, 945, 990-T, and other Federal and State Withholding and Reporting forms.-Conducts a thorough review, research, and implementation of any new tax law into production systems.-Validate all foreign tax reclaim account data, vendor files, and IRS/Foreign Market files.-Interface with external vendors, the IRS, and internal/external clients.-Ensure the payments are made to the IRS and state revenue agencies by deadlines to avoid late payment penalties.-Present and interpret financial management reporting to senior leaders to make recommendations regarding system processes, limitations, and workarounds. -Effectively prioritize and delegate tasks to meet Service Level Agreements for the organization.-Create automation and efficiencies by building reports and visuals in Microsoft Power BI and advanced macros in Microsoft Excel.-Create and maintain policy and procedure documentation.

-Responsible for the productions of various annual IRS tax forms including 1042, 945, and 990-T.-Conducts a thorough review, research and implementation of any new tax law into production systems.-Validate all tax reclaim account data, vendor files, and IRS/Foreign Market files.-Interface with external vendor, the IRS, internal and external clients.-Ensure the payments are made to the IRS and state revenue agencies by deadline to avoid late payment penalties.-Present and interpret financial management reporting to senior leaders to make recommendations regarding system processes, limitations, and workarounds. -Effectively prioritize and delegate tasks to meet Service Level Agreements for the organization.-Create automations and efficiencies by build reports and visuals in Microsoft Power BI and advanced macros in Microsoft Excel.

-Research and file tax reclamation documentation for various paying agents, liaisons, and foreign tax authorities.-Analyze various reports to ensure the company is meeting compliance requirements regarding new accounts, closing accounts, foreign reclaims, NRA and FATCA withholdings and other regulatory requirements. -Act as a liaison between the Fiduciary Tax Services and Operations Departments.Process tax transactions including income and withholdings payment and maintaining tax tables at country and account levels.-Respond to internal and external inquiries regarding withholding, residency certification, tax documents, and foreign reclaim.

-Provide quality and content feedback for other representatives on live calls, case write-ups, and complex situations.-Trained multiple groups of senior transfer agents on various retirement products.-Participated in User Acceptance Testing and Navigation Guide Testing as well as various other projects and groups.-Researched and handled escalated calls/requests including fraud situations.

-Provide accurate, consistent, and quality customer service to all callers by answering questions concerning fund performance, market conditions, company policies, taxation, transactions, and accounts.-Communicate with various departments within the organization to ensure a positive customer experience and proper resolution.-Support peers when team lead is unavailable by answering questions, reviewing cases, and assisting with advanced research.-Mentored and coached multiple groups of new employees and created the new hire systems set up guides.

-Diagnose and resolve iOS hardware and software issues for iPod Touch, iPhone, and iPad.-Walk clients through troubleshooting steps on iOS, Mac, and Windows to resolve any issues the client is experiencing. -Scheduled appointments for the Apple Store and mail-in repair service. -Routed calls to the proper department.-Provided excellent technical support and customer service.-Created detailed case notes for each customer call.

-Prepared complete and accurate tax returns–1040, Schedule C, A, B, D, and EIC.-Calculated Cost Basis.-Provide exceptional customer service.-Train and assist other new preparers with completing accurate tax returns.-Submit tax returns to the IRS for the office. -Resolve customer escalations.