Sandy Bromley Email & Phone Number

Wilmington, De

Trust Tax OfficerFiled and logged fiduciary tax return, extensions and miscellaneous documents. Processed tax payments on EFTPS and BNY Connect System. Identified, processed and deposited client refund checks. Organized and recorded tax preparation documents throughout the year. Completed manager and team tasks and projects. Furnished taxpayers with sufficient information. Tracked large volume of incoming tax documents and maintained library of tax filings, correspondence e and documents. Experienced with One Source Tax System, SEI Trust 3000 System

Trust Tax Administrative Assistant (2008 – 2012)Filed fiduciary returns and assisted with other tax returns. Processed tax payments and trustee fees. Prepared and submitted vendor invoices for processing. Processed broker payout commissions.Trust Administration Assistant (1996 - 2008)Accountable for opening and closing life insurance trusts. Notified grantor of premium payments when due. Issued Crummey letters and welcome letters. Reviewed discretionary payments requests. Set up remittances. Collected fee payments and made deposits. Acted as liaison between trust services unit, trust marketing, outside broker/dealer representatives and individual clients/grantors.

Assignment with American Guaranty & Trust Company. Functions included data entry, bank deposits, check requests and mail clerk.