1234 Street, Los Angeles, CA 99999 Cell: 012-345-6789 – firstname.lastname@example.org
Qualified enrolled agent (EA) with over 25 years of experience in fiduciary, individual income tax preparation, and 1099 reporting areas. Expert tax consultant skilled at implementing improved processes and procedures to enhance efficiency, ensure compliance, and minimize risk. Proven ability to achieve cost-effective solutions for clients while maintaining strict adherence to best practices and established regulations. Committed to staying current with constantly evolving tax regulations, processes, and technologies. Proficient using Microsoft Office Suite, GainsKeeper, Geneva, and Scivantage.
Enrolled Agent (EA) Accounting Principles Securities Taxation Reporting Regulatory Compliance Expert System Development Cost Basis Reporting (SME) Taxation Policies 1099 Tax Reporting Personal Income Tax Reporting New Process Implementation
Process Improvement Increased team capability and minimized the need for seasonal temporary staff assistance by implementing an effective process for year-end tax reporting reclassifications. Streamlined operations by working with system operations to initiate an automated process for Cost Basis Reporting (CBR) in compliance with the IRS new reporting requirement (IRC 6045(g)). Cross-Functional Partnership Partnered with tech as a subject matter expert in introducing and enforcing the new Internal Revenue Service cost basis reporting regulations (Phase 1-3). Collaborated with the legal department to establish working procedures for the department regarding The Foreign Tax Compliance Act (FATCA). Staff Training/Regulatory Compliance Established internal procedures and spearheaded staff training related to CBR’s phase one, two, and three reporting requirements. Created standard protocols and led staff training sessions on FATCA. Ensured optimal tax lot compliance and accuracy by initiating a reconciliation group to perform quality checks on sales of securities and Corporate Actions transactions.
Consultant November 2012 to Current BARCLAYS CAPITAL New York City, NY Provide expert IRS guidance and execute industry best practices as the firm’s subject matter expert for cost basis reporting (CBR). Ensure optimal outcomes in managing all CBR areas including daily processing of changes due to transactional adjustments and corporate action activity.