Proven tax expert with a robust background in expat and corporate taxation, demonstrated at big forces such as EY and PwC through leadership in international tax consulting and compliance. Skilled in Individual Taxation and verbal communication, adept at navigating complex tax scenarios and delivering results.
- Preparation and calculation of Individual Tax Returns, Form 1040, especially for Expats.
- Streamlined Procedure Compliance, FBARs, FTC, FEIE, etc.
- System used for the preparation of Forms: ProSeries (Thomson Routers)
- Direct contact with clients, following their inquiries and giving support for their best convenience in filing taxes.
- Calculation and Preparation of Individual Tax Returns, especially for Expats.
- Form 1040, Streamlined Procedures Compliance, FBAR, Forms 2555, 1116, 3520, etc.
- Analysis and preparation of Forms 5471, 5472 and 8865.
- Direct contact with clients in daily basis.
- System used for preparation of the tax returns: CCH.
- Coordination and assigning resources to US Engagement teams according to their needs and timing.
- Management of high performance teams.
- Giving consulting support to the US teams. Slide Decks review. Analyzing possible tax for foreign corporations depending on their business operations.
- Review and teaching of international tax forms 5471, 8858 and 8865 for Compliance engagements.
- Automatic Exchange of Information analysis.
- Supporting SOW and Engagement Letters creation.
- Coaching program. Coach of 8 associates.
- Giving onboarding trainings.
- Preparation of workpaper and calculation of Income Tax for Legal Entities of the United States of America, working with clients of Northeast And Central regions (especially New York and Chicago offices).
- Work with High Performance Teams with collages in Argentina, United States and India.
- Preparation of Forms 1120 and Form 1065., Extensions of time requests and high knowledge in Foreign Corporations and ITS forms (Specially 5471).
- GoSystem y OneSource Income Tax software management.
- Participation in the India Rotators program for the period of 3 months (June to October) with the aim to establish relationships with the teams, managers and high level directors, improving the team work in between both shared service centers and the technical and theoretical knowledge.
- Active member of the Learning committee. Made, coordination and dictation of trainings for New Hires, Interns and permanent Staffs.
- Active participation in the recruitment process of new hires for the area.
- Counselor of 6 people in charge. The main role activities is to guide them in their professional career inside the firm, having 1:1 meeting. Giving feedbacks and setting goals for them.
- Active member of the EY Badges team organizing the team.
- Specialized in Real Estate clients.
- Preparation, shipment and monitoring of Commercial Proposals.
- Development of sales strategies, offering recommended spare parts for the clients to have as stock in case of eventual stoppage of the bottling line, as well as new products of possible interest to increase the efficiency of their machines and to improve the bottling time.
- Contact with national and international clients. (Serving mainly the Latin American and Caribbean market).
- Load projects and sales orders to the system.
- Contact with local and international suppliers.
- Elevate statistics to elevate at management level.
- Close monitoring of sales. Post-sale service.
- Customer telephone support.
- Organization of business trips.
- Organization of management meetings and projects.
- Marketing projects.
- Realization of English translations.
- Database management.