Sherrie S Email and Phone Number

Working as a part of the tax team supporting domestic and international tax compliance. As well as financial reporting for Entities and Individuals across the globe. Key areas of work include handling documentation and communication for Prime and Platinum clients, FATCA regulations, IGAs, and associated reporting requirements. Working with expanded teams such as Client Onboarding, Custody, Loans, Tax Reporting and Corporate tax. Ensuring tax packages are processed in accordance with IRS regulations. Handling and processing direct clients’ inquiries. Providing comprehensive analysis of large IMY structures, including withholding statements and standing allocation.Independently synthesizing and presenting complex key data to management, in a more standardized format, providing better insight and analysis. Working closely with Automation and Technology teams to reduce or eliminate these touchpoints. Taking the initiative to learn new and innovative programs such as Power BI, Tableau and Xceptor. Optimizing the implementation of new processes into existing systems to increase efficiency. Take control of issues arising in supervised business lines and escalating when appropriate. Consistently aiding in documentation remediations that may arise. Assisting in Migrations, Conversions, and other projects.