A dedicated professional with over a decade in tax reporting, client support, and data management within top financial institutions. Skilled in handling complex regulatory requirements and ensuring smooth operations across diverse financial services.
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.
Equatex AG Zurich (UBS AG)
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...
UBS AG
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...
Pidas AG
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...
Economics, IT
German Diploma
CELTA
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Supported communication in German, French, and English; experienced in report and document handling.
Credit Suisse AG
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...
Credit Suisse AG
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...
UBS AG
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
UBS AG
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
UBS AG
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
AKAD Language and Culture AG
Hull’s School International House
