Tax and Revenue Resume Samples and Examples

  •  Receive, record, and process client bills for payment in accordance with the Firm’s policies and procedures   •  Handle North America; support and monitor the day to day processes/activities of the team   •  Balance resource requirements across sub-teams and ensure adherence to def...

  •  Report review– Reviewing reports to confirm that items are being processed in conjunction with the firm’s policies and procedures   •  Confirmation Letter Review – Review for Quality, Risk, and to mitigate fraud   •  Complete Database, IBPM, Siebel items upon review – Maintain requ...

  •  Manage and run the monthly payroll process for all of our expatriate population   •  Performs complex queries and researches and responds to complex inquiries related to payroll tax, benefits, executive payroll, and payroll operations   •  Assists with the processing of manual payr...

  •  Devise the Americas payroll strategy, including organization structure, determining and flexing the delivery model to keep pace with the growth of the firm   •  Oversee the various audits, such as employment tax audits and internal audits and ensure SOX compliance   •  Develop and ...

  •  Document exception handling to ensure proper resolution and audit trail. Verify that destination routing is correct and researches alternate routing methods for exception wires, using resources provided. Outgoing processing includes client initiated transactions called directly into Wire Transfer Operations using a perso...

  •  Highly organized individual needed for driving through Phase 1 transformation activities for the US and Canada Payroll   •  Facilitate work activities bringing together all related organizations (HR, Finance, Benefits, Equity, CIO, Tax, etc) in the payroll process to ensure an understanding of all bus...

  •  Keeps abreast of the organization’s operational processes and best practices in business strategy, and recommend business solutions to internal clients   •  To assist in Citi’s smooth entry to new markets and the resulting delivery management process   •  Performing departmental co...

  •  Allocate fund level profits to individual investors for preparation and distribution of investors’ statements   •  Researches, processes and maintains corporate actions for funds on a daily basis; updates foreign dividends as needed   •  Maintains logs for corporate actions, fair v...

  •  In Electronic Banking, Database Administration, or International/Foreign Exchange   •  Experience building system databases that support payment processing or comparable experience   •  Perform routine and special audits on the activity of PAR and Non-PAR provider overpayments to e...

  •  To 2+ Years’ Experience   •  Effectively communicate to customers the benefits of Cabela’s programs, including but not limited to CLUB membership, Kiosk, VOC, and In-Store Pick-up   •  To 4+ Years’ Experience   •  Collaborate with the Bloomberg Terminal and Bloo...

  •  Cash posting experience needed   •  Prints out all insurance eob's from websites and electronic files that were unable to posted electronically (edits) to the system and prepare these documents to be manually posted.   •  Updates lockbox reconciliation and credit card report da...

  •  Research and Resolve Unapplied payments to clear unreconciled transactions   •  Respond to escalated inquiries from internal and external contacts   •  Experience with reporting including; trend analysis   •  Experience simplifying complex information through us...

  •  Thorough knowledge of the Bank Debt asset class, including Primary and Secondary market trading; some exposure to   •  Exposure to a complex and fast-paced challenging environment   •  Extensive opportunities to influence strategic growth and direction   •  Expo...

  •  Evaluate and revise operating performance processes and procedures within the area to improve efficiency, provide excellent service, and support the department’s business resiliency model   •  Provide back up leadership and team oversight in Accounting Manager’s absence   •  Proces...

  •  Robust knowledge in C2C tools and process   •  Understanding of firm policies as applied to all areas of the C2C process   •  Strong awareness of CS requirements and challenges related to C2C tools and processes   •  Questioning/listening skills, being able to g...

  •  Analyze and interpret primary care physician (PCP), and specialist capitated and sub capitated contracts   •  Load and modify PCP and other contracts in various Humana systems   •  Assign and reassign customers in the event of physician contract changes   •  Par...

  •  Ensure all items on the Supervisor’s checklist are reviewed and signed off on a daily basis   •  Ensure all items on the Supervisor’s checklist adhered to on a daily basis – any issues of concern are raise to line manager and escalated accordingly   •  Strong knowledge and experien...

  •  Perform mass uploads on subsidiaries’ behalf   •  Respond to Human resource and Benefits requests   •  Work independently and effectively while managing multiple projects   •  Strong decision making and problem solving skills and the proven ability to work in a ...

  •  Monitor the preparation of team valuations to meet deadlines   •  Make sure team Net Asset Values (NAVs) are issued to all relevant parties   •  In the Funds industry   •  Working knowledge of Net Asset Values calculations   •  Experience in ...

  •  Business exposure to various Financial Instrument and trade life cycle   •  Three way Reconciliation between Client, Counter party and House records for Cash and Collaterals including Margin Calls on application TriOptima   •  Issue and Respond to all the margin calls for OTC and R...

  •  Health, Dental, Vision Insurance   •  Company paid Long Term Disability   •  Company paid Life Insurance and AD&D insurance   •  Apply paymentsto customer accounts in specific accounting system(s)   •  Use banksoftware to navigate between...

  •  Receives phone calls from mutual fund companies regarding trades, networking, balancing items that have rejected or pended   •  Manually places trades for funds that are not Fund/SERV eligible; this includes phone in orders and mail order redemptions. Verifies trade reports from previous day, prepares...