Tax Information Reporting Cover Letter

In response to your job posting for tax information reporting, I am including this letter and my resume for your review.

Previously, I was responsible for guidance to the LoB on year-end tax reporting (Form 1099, Form 1042, 1042S).

Please consider my experience and qualifications for this position:

• Experienced in financial products, cross-border transactions and international banking
• Familiarity with computerized accounting systems such as mainframe, general ledger, and accounting systems
• Excellent written and oral communication skills, comfortable communicating professionally with various levels of management, external auditors, and state/local tax authorities
• Proven performer in high volume, strict-deadline environments
• Knowledge of FATCA IGA requirements, including corresponding in-country interpretative guidance and reporting requirements
• Knowledge of CRS requirements
• Knowledge of Qualified Intermediary (QI) compliance and related reporting requirements
• Knowledge of income tax treaties, particularly with respect to withholding and permanent establishment issues

I would like to submit my application for the tax information reporting opening. Please accept this letter and the attached resume.

Previously, I was responsible for support to business partners in related areas of transactional research, forms review, tax reporting issues, unclaimed property and claims.

Please consider my experience and qualifications for this position:

• General understanding of tax reporting concepts, practices and procedures
• Basic understanding of Chapters 3, 4, 61 regulations for withholding, securities, State and IRS filing requirements for Forms 1099, 5498, 945, 1042, 1042S
• Effective oral and written communication skills, with all organizational levels
• Learn how to research tax technical questions and issues
• Demonstrated efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines
• Demonstrated advanced knowledge of Excel
• Excellent mathematical, organizational and problem solving skills
• Moving quickly and deliberately, using data to guide decisions and testing to achieve breakthroughs

I am excited to be applying for the position of tax information reporting. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for tax technical and second-line support to the Regulatory Operations and Control group and in order to ensure tax compliant implementation of QI and FATCA/CRS.

My experience is an excellent fit for the list of requirements in this job:

• Knowledge of life insurance company products and services, mutual funds, investment products
• Knowledge of U.S. withholding certificates (e.g., W-9s, W-8s) and 1099 and 1042-S reporting and FATCA and CRS self-certifications
• Keen understanding of automatic exchange of information regimes (FATCA, CRS), PFIC taxation, QI and FinCen requirements, U.S. chapter 3 compliance and income tax treaties and related OECD interpretative guidance
• Strong understanding of life insurance, retail and group retirement and financial products
• Strong tax policyholder/customer tax reporting and compliance knowledge
• Strong people and process leadership and management skills to mobilize key internal and external resources necessary to ensure the successful completion of key tasks, initiatives and projects
• Excellent interpersonal skills to manage and influence and deal with tax department staff, external advisors, counterparties, professionals in other functional areas
• Advanced knowledge of applicable tax laws and regulations

I am excited to be applying for the position of tax information reporting. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for lead support on FATCA/CRS for both project implementation and BAU for Canadian business/funds including providing tax documentation;.

Please consider my qualifications and experience:

• Advanced knowledge of government and compliance/regulatory reporting
• Professional standing, strong interpersonal communication skills, and presentation skills
• High motivation with an entrepreneurial spirit
• Experience in a corporate, public accounting or law firm environment
• Experience preparing IRS Forms 1042,1042-S, and FATCA reports preferred
• An interest and background in data mining, sorting/searching and formatting for tax reporting purposes
• Strong data analysis skills and experience with Microsoft Excel / basic SQL
• General understanding of life and property casualty insurance industries

Please consider me for the tax information reporting opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for tax support for partnership funds, including support of other teams relating to regulatory filing requirements (such as FATCA and CRS) and investor queries, as well as assisting in preparation of tax estimates and review of tax returns.

Please consider my experience and qualifications for this position:

• Playing to win and openly discussing options when goals compete
• Communicating directly, sharing feedback at all levels, and engaging in debate while maintaining objectivity
• Collaborate with cross-functional teams to resolve issues and find opportunities for improvement
• Partner cross-functionally to resolve performance issues linked to tax information requirements
• Establish a weekly, monthly, and quarterly reporting cadence for leadership and stakeholders
• Derive insights from internal and external data that enable leadership to make critical business and investment decisions
• Inspire team members to pursue an environment of customer centricity and continuous improvement
• Lead employee development through effective goal setting, regular coaching, and continuous feedback