Business Management Account Management Corporate Taxation Financial Management

 

 

Results-driven Management Professional eager to apply business, account management, financial, and operations skills toward actively optimizing corporate performance.

 

 

  Extensive background in fiduciary and individual income tax preparation.

  Proven ability to supervise highly effective teams and programs.

  Expertise in account management, project management, cost control, workouts, and strategic planning.

  Excellent problem-solving, analysis, requirement determination, and customer relations skills.

 

 

The Bank of Xxxxxx Mellon, Income Tax Div., Xxxxxx, XXXXXX                              1980 - 2008

Vice President / Senior Tax Specialist (2001-2008)

Oversaw preparation of federal and state tax returns for guardianships and high net worth clients. Compiled and analyzed data and determined specific client needs and planning options. Made determinations regarding tax treatment for corporate capital changes.

       Managed preparation of >6,000 custody summary letters.

       Served as liaison to IRS and accounting firms regarding summary letters and inquiries.

 

Custody Account Manager / Assistant Vice President (1996-2001)

Supervised staff of 7 tax administrators. Directed preparation of federal and state tax returns for high net worth clients and guardianship accounts. Prepared tax summary letters for custody accounts.

       Minimized client costs through effective analysis and treatment.

       Ensured all client needs met and compliance maintained at all times.

 

Trust Tax Administrator, AT (1989-1996)

Prepared fiduciary and individual tax returns. Calculated and made quarterly estimated tax payments for clients. Controlled costs. Analyzed and determined tax treatments for corporate accounts.

       Synopsized trust instruments to accurately determine taxability.

 

Custody Tax Administrator (1984-1989)

Account Representative (1983-1984)

 

 

Certificate of Completion, Tax School, Xxxxxx State Bankers Association

Extensive course work in Accounting, Medgar Evers College

IRS Nationwide Tax Forum (attended past 15 years)

Wall Street Concepts Annual Tax Seminar on Taxability of Securities (attended past 15 years)