- Researched FATCA and CRS regulations in multiple jurisdictions
- Prepared forms 1042/1042S and 8804/8805s to report annual withholding for large investment
- Supported international team with tax provisions, tax compliance and analysis of financial statements
- Compiled and reviewed tax data for federal tax returns and preparation of Schedule K-1 for partnerships
- Reviewed US withholding tax requirements related to income allocations for both foreign and US recipients
- Prepared and reviewed forms 1120, 1065 and 8858
- Reviewed and validated W-8 and W-9 tax forms and self-certifications
- Collaborated with various groups to research tax regulations in multiple jurisdictions