Robert - Tax Specialist with 10+ years in Financial Services and Regulatory Reporting

Extensive experience in US 1099, FATCA, CRS, and abolition tax reporting for financial institutions.

Managed direct interactions with clients and advisors, providing operational support and advice.

Handled data entry, corrections, and reconciliation for large-scale financial or tax-related data sets.

Utilized JIRA and internal systems to support project management and operational workflows.

Supported communication in German, French, and English; experienced in report and document handling.

Dealt directly with Equatex clients and participants for US 1099, FATCA & CRS reporting., US 1099-B & 1099-DIV Transactional Reporting, US 423 Plans 3921 & 3922 Transactional Reporting, US Reporting FATCA, US 945 Reporting & Transactional Reconciliation, US B-Notices...

Dealt directly with UBS client advisors regarding UK and Austrian abolition tax, second level support., Successful Coach Group Tax Certificates, Beneficial Owner Changes, Account Closing and UK RnD Remittances, Production of Tax Certificates for numbered and private clients., Monitoring of Tax...

Dealt directly with UBS client advisors regarding UK and Austrian abolition tax, first level support., First Level Support for all client advisors for Abolition Tax UK & Austria., Monitoring of ticket system relating to Abolition Tax UK & Austria., Contact Person for all Operative...

Dealt directly with clients as first level support in tax reclaim, tax production and reporting., Client Relationship Management – Procure to Pay (P2P), Tax Reclaim Production, Controlling and Reporting, Payment Processing, Undertaking client presentations for the tax reclaim service, Contact...

To ensure the safe acquisition of data and assist in other areas as required., Opening and correcting the data in the master account using VDPS and HOST, Internal orders for data management through Flowmail, fax and email, Collecting the necessary data to make a complete opening from different...

Client Relationship Management – Procure to Pay (P2P), Tax Reclaim Production, Controlling and Reporting, Payment Processing, Undertaking client presentations for the tax reclaim service, Contact Person for all Operative Transactional Queries

Securities specialist for the settlement of debt collection on behalf of Euroclear, Administration and settlement of UBS AG derivative products, Processing of periodic commissions and expenses, To complete other special projects, Contact Person for all Operative Queries

Signature verification., Application management of signature verification project UBA, „Unterschriftenlisten Banken Administration “(Administration Signature Verification List), Mutations in German, French and English, Secure any missing documents by brief, fax or SWIFT