Tax Associate – Investment Management
PwC
Total years of experience :23 years, 6 Months
• Preparing, organizing and handling many tax documents, reports and statements (1065, 1120, etc.).
• Collaborating with all tax department staff
• Ensuring compliance with company rules, policies and regulations
• Ensuring compliance with tax professional standards and ethics in tax assistant functions.
• Managing and updating the tax database (RPM, Go-System)
• Performing several clerical and secretarial duties such as type, print or copy documents and reports, answer telephone, make appointments and receive and send e-mails.
• Delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor.
• Contributing to a positive working environment by building solid relationships with team members.
• Technical Accountant interpreter/reviewer for cases/issues related to international cases/customers.
• Applying protocol and terminology in the different industries; Insurance, Finance, Court and Law.
• Monitor accounting and tax related interviews to ensure the accuracy of interpretation.
• Computed taxes owed or overpaid, using adding machines or personal computers, and completed entries on forms, following tax form instructions and tax.
• Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses and Used of all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
Reviewed financial records such as income statements and documentation of expenditures to determine forms needed.
Collaborated with the Retail Store Manager in maximizing sales beyond $500, 000 daily and profitability through focusing on key business initiatives, store presentation, marketing execution, inventory management, customer service, loss prevention, risk management, and daily operational cost control
Met established sales objectives by selling Macys products and services
Directly Accountable for managing service standards at HUB and network levels
Promotes and coaches best practice in communication and messaging consistency.
Developing service programmers for global key accounts and customers.
Ensure the service objectives of the organization is achieved by contributing information and recommendations to strategic plans and reviews; preparing and completing action plans implementing service standards, resolving connection problems, acceptance and heavy cargo service issues.
Determines service requirements by maintaining contact with GSA, staff & forwarders; visiting operational environments, conducting surveys, forming focus groups, benchmarking best practices; analyzing information and innovations in cargo commercial operations.
Improves service quality results by studying, evaluating and re-designing processes; establishing and communicating service metrics; monitoring and analyzing results and implementing changes.
Maximizes performance by providing help desk resources to resolve problems.
Manage compliance and regulatory requirements for Gulf Air cargo across Hub and network
Ensure all control processes are compliant with Gulf Air Cargo policy and external regulatory bodies.
Provided safety and security of Gulf Air’s passengers while onboard
Maintained daily log of activities.