Will Stubbs Email & Phone Number

Oversee regulatory tax reporting and federal/state withholding functions within the Transfer Agent Division of Waddell & Reed Services Company. Directly responsible for the Shareholder Tax Department. Major responsibilities include:The production of tax forms (1099, 5498, and 1042S) for shareholders of the Waddell & Reed and Ivy Mutual FundsElectronic filing of tax forms (1099, 5498, and 1042S) with the Internal Revenue Service (IRS)Electronic filing of the various state… Show more Oversee regulatory tax reporting and federal/state withholding functions within the Transfer Agent Division of Waddell & Reed Services Company. Directly responsible for the Shareholder Tax Department. Major responsibilities include:The production of tax forms (1099, 5498, and 1042S) for shareholders of the Waddell & Reed and Ivy Mutual FundsElectronic filing of tax forms (1099, 5498, and 1042S) with the Internal Revenue Service (IRS)Electronic filing of the various state tax reporting requirementsProcessing backup withholding request (IRS B & C Notices) and respond to all correspondence received from the IRSDaily payment and reconciliation to the IRS and State agencies for taxes withheldComprehensive review and audit of account information in regards to cost basis calculations and reporting Creation and execution of internal and external communications to explain upcoming tax reporting events and mailingsParticipate in problem resolution process in order to provide responsive and thoughtful feedback to complex customer facing inquires Conduct ongoing audits of all tax reporting processes to ensure full compliance with state and federal reporting regulationsImplementation of new regulatory requirements Show less