Tax Assistant
Resume:
MARTIN A. CRUZ
East Elmhurst, NY 11369-2207
(R) 718-***-****
Personal E-Mail: ******@*********.***
OBJECTIVE: To obtain an administrative assistant contributing my skills and aptitude for mathematics.
CAREER SUMMARY:
Senior Tax Accountant with excellent analytical, quantitative, tax research and problem resolution skills. A trusted team member and advisor able to grow positive, effective relationships with clients
and colleagues at all organizational levels to achieve common goals.
PROFESSIONAL EXPERIENCE
Senior Tax Analyst Consultant
CitiBank - Private Banking, Income Tax Group, New York, NY
01/03/2017 - 08/11/2017
02/01/2016 - 06/30/2016
01/05/2015 - 07/31/2015
07/31/2013 - 10/15/2014
Team leader for testing new accounting system to replace former accounting system.
Coach team members on tax consequences of corporation actions by domestic and foreign corporations.
Reconcile clients' monthly statements with monthly tax statements to ensure correct Form 1099 tax reporting.
Performed amortization calculations on premium bonds.
Participated in clean up of To Be Determined tax codes for purposes of moving transactions to correct
tax codes for income tax reporting purposes.
Lead Tax Analyst, V.P. 2013-6/28/2013 (Retirement)
Senior Tax Analyst, Assistant V.P. 2004-2012
CitiBank - Private Banking, Income Tax Group, New York, NY
Manage primary oversight over the estimated tax and year-end tax filing and payments processes to ensure full tax compliance for all Citi trust accounts.
Counsel team members and colleagues throughout Citi Bank on tax regulations and their implications.
Perform due diligence review of trust income and estate-inheritance tax returns to ensure compliance with tax laws to avoid imposition of tax penalties by tax authorities.
Coach team members on tax consequences of corporation actions by domestic and foreign corporations.
Participate in discussions with account officers and counsels to discuss income tax consequences of proposed plan of actions impacting on trust returns and beneficiaries.
Created Tax Functions Manual with step by step instructions for Tax Team to follow in their daily work responsibilities.
Senior Tax Accountant, V.P.
JP Morgan Chase Bank--Private Banking, Income Tax Dept., New York, NY 2003-2004
Manage tax matters for some of the Private Bank’s most high profile and demanding clientele.
Act as liaison and maintain open lines of communication between the Bank and family office to provide continuity of service on high profile family accounts.
Coordinate the preparation and dissemination of quarterly reports for high net worth accounts.
Counsel clients on changing tax regulations and their implications:
Work outside the box to accommodate the Bank and provide highest client service. Researched new 2003 tax law, worked with Bank’s Operations Dept. and applied favorable reclassification of high net worth client’s dividend income status from non-qualified to qualified, thus resulting in substantial tax savings to the individual.
Attend meetings with attorney and fiduciary officers to present reports.
Senior Tax Accountant, Assistant V.P
Chase Manhattan Bank--Private Banking, Income Tax Department, New York, NY 1998-2003
Reviewed governing documents such as Will and Trust Agreements for income tax purposes.
Member of a Task Force on integration of Tax Department policies, procedures and best practices during multiple bank mergers.
Cultivated excellent long term relationship with clients, maintaining ongoing communications and facilitating solutions to address concerns.
Worked closely with Fiduciary and Investment Officers to ensure that funds were available for payment of taxes to avoid overdrafts.
Prepared fiduciary income tax returns for ESBT trust accounts.
Trust Officer
Chase Manhattan Bank--Private Banking, Income Tax Department, New York, NY 1992-1998
Worked closely with senior executives to analyze tax issues and offer problem resolutions.
As part of new business development effort, was competitively selected as part of team to coordinate seminars and present at Bank branches.
Attended conferences with clients, accountants and attorneys in connection with handling tax problems on various accounts.
Sat in on tax audits with counsel and tax auditors.
Prepared fiduciary (1041s) and individual (1040s) income tax returns.
Chemical Bank-- Private Bank, Income Tax Department, New York, NY
Assistant Trust Officer 1987-1992
Coached tax accountants in preparation of individual and fiduciary tax returns, supporting each person’s growth and career development.
Consulted with Investment and Fiduciary Officers regarding tax planning for estates and trusts. Recommended changes in investment portfolios to effect tax advantageous results.
Developed post-mortem tax plans to mitigate tax consequences for estates and related trusts.
Researched tax problems and advised clients, accountants and associates.
Officer’s Assistant 1980- 1987
Prepared estate and related trust fiduciary income tax, private foundation (990PFs), gift (709s)
and individual income tax returns.
Handled complex tax audits and other matters with federal and state tax authorities.
Prepared documents needed by counsel for preparation of estate tax returns (706s). Reviewed estate tax returns.
Estate and Trust Tax Administrator Prior to 1980
Maintained tax cost records for custodial and investment management accounts.
Obtained a thorough working knowledge of corporate capital changes.
Prepared individual and fiduciary income tax returns for estates and trusts.
Prepared tax forms for payroll accounts.
EDUCATION
Baruch College of the City University of New York
M.B.A. in Finance and Investments
Hunter College of the City University of New York
B.A. Economics
COMPUTER
MS Word, Access 97, Basic Excel, Internet, proprietary applications,
Ultratax and Trustease tax programs
ADDITIONAL QUALIFICATIONS
Independent, energetic and self-motivated professional with excellent writing skills.
Organized and detail-oriented providing thorough and skillful support to senior executives.
Strong team player.
References available upon request
Contact this candidate