Patrick Freed Email & Phone Number

New York, New York, United States

Manage complex engagements regarding approach to VAT compliance, including data improvements and centralization in shared service centers.Prepare and present VAT compliance proposals and fee quotes as part of large RFP requests.Provide strategic advice regarding automation of VAT compliance process and assist with implementation of technology solutions.Assist with management of internal team VAT training program including preparing presentations and facilitating training sessions.

New York, New York, United States

Delivered on large VAT compliance engagements including providing advice on VAT compliance treatments and other compliance related queries and relevant coordination.Researched and advised on VAT queries such as considerations when entering a new market including VAT treatment of supplies and VAT rate determination.Prepare various VAT deliverables such as invoicing requirements, VAT registration trackers, and VAT compliance due date trackers.Tracked most recent VAT developments and provide advice regarding relevant legislative and rule changes.

White Plains, Ny

Provide clients with sales tax expertise in Europe, Canada, and the world via consultancy advice and reports.Research national tax legislation and relevant guidance to determine correct tax treatment of client's activities.Support VAT registration and compliance teams to ensure client compliance across all EU jurisdictions.Register clients for federal and provincial sales taxes in Canada and manage ongoing tax compliance.Correspond daily with clients via phone and email to meet needs in timely fashion.Represent firm at conferences and exhibitions to network and provide first-hand expertise to potential clients.

Greater New York City Area

Closed the sales of bankruptcy claims from creditors to the firm with freedom to negotiate own deals.Contacted creditors to obtain information on interest, expectations and competitors' activities.Tracked various elements of relevant bankruptcy cases to anticipate and react to market changes.

Greater New York City Area

Allocated all trades executed by firm's Global Macro desk into clients' accounts using relevant software. Gained familiarity with wide variety of futures contracts including commodities markets and trends.Acquired valuable experience and knowledge in both middle office and back office environments.

Greater New York City Area

Researched, wrote and presented reports daily that directly influenced client's investment decisions Provided relevant financial information using the Bloomberg Terminal and institutional reports Created sales leads through online prospecting. Contacted potential leads and clients.