Patrick Barr Email & Phone Number

Dublin, Ie

Dublin, County Dublin, Ireland

Dublin City, County Dublin, Ireland

County Dublin, Ireland

To analyse market rates and house holdings and determine if a tax reclaim can be filed.To complete the necessary documentation for a tax reclaim and file it with our relevant market custodian.Maintain and put in place relief at source documentation on selected markets where trading practices allow for proprietary and client accounts.To file tax reclaims on behalf of our clients.Prepare quarterly CT61 returns for filing with HMRC.Communicate closely with clients, prepare client income and tax reclaim reports and chair monthly calls with client support managers.Create Credit Advice documentation per client requests.Train and supervise junior team members.Manage internal and external Tax related debit and credit breaks.

Dublin

Maintain relief at source tax rates in global markets for existing and new on boarding investment fund clients. Work closely with key stakeholders and senior client relationship managers. Process tax reclaims and liaise with Irish Revenue to ensure client specific tax reclaims are processed within status of limitation timelines. Ensure all clients comply with existing and upcoming global tax authority standards.Create monthly and quarterly reports of client specific data to ensure certain criteria is met to reduce our clients’ tax burden.File bi-annual and annual returns with Irish Revenue, including Corporation Tax and Investment Undertaking Tax. Perform Gap analyses for prospective clients. Mentor and supervise interns. Help interns to understand processes around new investment structure products such as Common Contractual Funds.

County Kilkenny, Ireland

Closing and opening markets and accounts for investment fund clients so their funds can access where their investors demand to trade. Ran monthly reports for clients on funds that were been wound up.Liaised closely with liquidators to ensure all monies and markets positions were moved off the funds and repatriated to the client in a timely manner.

County Waterford, Ireland

Processed US client requests for fixed and variable accounts in annuity products. This included partial and full liquidations, account ownership changes, the transfer of capital to alternative accounts and the calculation of taxable amounts at a US Federal and State level.

Professional Certificate In International Investment Fund Services, Investments And Securities

Master'S Degree, Town Planning And Sustainable Development, H2

Bachelor'S Degree, Goverment, H2