Charles Kennedy
Nashville
Summary
Tax Reporting Specialist with extensive experience at UBS Financial Services, specializing in tax compliance and financial reporting. Proven ability to enhance operational efficiency through accurate report generation and insightful data analysis. Strong communication and leadership skills foster effective project collaboration and team performance. Committed to delivering high-quality results in dynamic environments.
Overview
10
10
years of professional experience
Work History
Tax Reporting Specialist
UBS Financial Services
Nashville
02.2023 - Current
- Supported Client Tax Reporting team for daily withholding and client service tasks.
- Executed reconciliations and made periodic deposits to IRS.
- Managed reporting processes for 1099 and 1042-S forms during tax season.
- Collaborated with various teams on projects focused on tax audits and process improvements.
Pro Shop Assistant
Black Creek Country Club
Chattanooga
01.2020 - 07.2022
- Managed the on-board outside services staff, and assisted in pro shop duties Responsibilities included tournament scheduling, managing golfer's data through Excel, and took incoming phone calls in a very active environment.
- Provided customer service and was involved in training new team members each month.
- Developed relationships with new staff members, and assisted existing staff members in their daily responsibilities.
Outside Services
Belle Meade Country Club
Nashville
05.2016 - 08.2020
- Assisted in daily golf operations, such as tee time scheduling, caddying services, and general presentation upon member arrival.
- Developed exceptional customer service, which I still uphold.
- Provided customer service and was involved in training new team members each month.
- Offered strong customer service skills, keeping customers satisfied.
Lifeguard (Seasonal)
Langley & Taylor Management
Nashville
05.2015 - 08.2015
- Executed company policies, procedures, and safety standards to ensure the proper cleanliness and safety of the office and equipment.
- Continually updated a leadership resume and honed skills by participating in various management trainings.
Education
Bachelor of Science - Business Management
University of Tennessee-Chattanooga
Chattanooga, TN05-2022
Skills
- Customer service
- Communication skills
- Microsoft Excel and Word
- Leadership
- Guest services
- Problem solving
- Sales experience
- Tax compliance
- Financial reporting
- IRS regulations
- Process improvement
- Project collaboration
- Effective communication
- Attention to detail
Timeline
Tax Reporting Specialist
UBS Financial Services
02.2023 - Current
Pro Shop Assistant
Black Creek Country Club
01.2020 - 07.2022
Outside Services
Belle Meade Country Club
05.2016 - 08.2020
Lifeguard (Seasonal)
Langley & Taylor Management
05.2015 - 08.2015
Bachelor of Science - Business Management
University of Tennessee-Chattanooga
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