CHRISTINE BARLOW
PwC
Milford,USA
19
years of professional experience
Experienced Tax Manager specializing in tax compliance and strategic planning. Optimizes tax processes while ensuring regulatory adherence. Facilitates team collaboration and applies effective problem-solving techniques to deliver accurate, timely tax filings that align with organizational objectives. Leverages analytical skills and industry expertise to enhance tax operations.
Work History
Tax Manager
3 Years 1 Month- Delivered tax returns and workpapers for multiple engagements, ensuring compliance and accuracy
- Manage and develop team members
- Review tax adjustments such as REITs & NRR, PFICs, and straddles etc.
- Review 1120-RICs, 8613’s, federal extensions and other applicable state and federal filings.
- Reviewed tax adjustments including REITs & NRR, PFICs, and straddles to ensure proper reporting
- Analyze corporate actions applied to fund groups to confirm tax consequences and proper basis adjustments (i.e., Mergers, stock splits, etc.)
- Review compliance analyses to determine RIC status
FSO Tax Senior
2 Years 7 Months- Directed a team on various engagements and managed daily operations throughout excise and fiscal cycles.
- Supported engagement economics by setting up engagement agreements and managing billing processes
- Reviewed 1120-RICs, 8613’s, federal extensions and other applicable state and federal filings.
- Reviewed tax adjustments such as REITs, PFICs, special dividends, etc.
- Reviewed tax adjustments, including REITs, PFICs, and special dividends, ensuring compliance and accuracy
- Analyzed compliance data to verify adherence to regulations to determine RIC status
- Lead and participated in department-wide tax training
- Utilized Power BI to update templates when fund admin changed.
- Assisted with training new staff and assigning tasks
Indirect Tax Manager
1 Year 11 Months- Completed monthly, quarterly, and annual returns for indirect taxes, including state fuel tax returns, terminal operator reports, and franchise tax returns.
- Maintained active Bond schedule and coordinated with agent renewals and new bond requirements
- Supported domestic governmental audits
- Managed tax projects and studies performed by external auditors
- Created and maintained complex spreadsheets for tax return filings in various states
- Conducted technical research and documentation as needed
- Researched various types of software to help make the tax department more efficient and cost-effective
- Created and maintained complex spreadsheets to streamline tax return filings across multiple states
- Assisted with income tax planning
Tax Manager / Team Lead
3 Years 4 Months- Analyzed subchapter M and RIC excise provisions to ensure compliance and accuracy.
- Reviewed subchapter M and RIC excise provisions.
- Reviewed book adjustments such as REITs, PFICs, special dividends, etc.
- Assessed monthly and quarterly deliverables for specified clients, enhancing reporting quality.
- Evaluated compliance analyses to confirm RIC status, supporting regulatory adherence.
- Prepared and delivered quarterly estimates for distributions required under tax law.
- Prepared calculation of annual shareholder information reporting.
- Prepared schedules and managed staff to ensure efficient delivery of tax work papers.
- Trained new hires and wrote procedures for various tasks.
- Conducted regular meetings with staff to discuss project updates and performance goals. to ensure they received feedback to improve performance.
Senior Financial Reporting Analyst
1 Year 6 Months- Utilized FundSuite SX and Reportbuilder to prepare annual and semi-annual financial statements and portfolios for multiple clients, ensuring compliance and accuracy.
- Prepared additional documents alongside financial statements for client reporting.
- Updated templates to automate manual client processes (i.e. broker commission and BREF file for SOI)
- Compiled quarterly, semi-annual, and annual portfolios and financial statements for client typesetting, enhancing presentation quality.
- Managed diverse special projects aimed at streamlining processes and enhancing productivity. (team to automate N-SAR process in FundSuite)
Senior Financial Reporting Analyst
1 Year 2 Months- Reviewed annual and semi-annual financial statements and portfolios to ensure compliance with GAAP
- Prepared and reviewed N-SAR documents to ensure compliance with regulatory requirements.
- Maintained department-wide production calendar to facilitate timely financial reporting
- Maintained department wide production calendar overseen by management
Senior Tax Analyst
2 Years 6 Months- Prepared and reviewed Excise/FYE Cycle Estimates and Tax Provisions
- Conducted distribution analyses to ensure compliance with tax regulations
- Prepared and reviewed Distribution Analyses
- Reviewed Asset Diversification Testing for RICs
- Evaluated asset diversification testing for RICs to maintain regulatory standards
- Executed FYE book to tax adjustments for REIT, PIK, PFIC to align financial reporting with tax obligations
Portfolio Tax Accountant
3 Years 6 Months- Performed staff level review of excise tax distributions, provisions, ROCSOP and multiclass distribution analyses
- Trained new hires for excise season, developing mock excise provisions and training documents to enhance onboarding.
- Performed staff level review of excise tax distributions / tax provision/ ROCSOP and multiclass distribution analyses.
- Prepared FYE tax adjustments for RICs, focusing on complex Fund of Funds and tax return preparation to meet regulatory requirements.
- Reviewed excise tax distributions, tax provisions, ROCSOP, and multiclass distribution analyses.
- Guided new hires through onboarding to enhance their knowledge and confidence in their roles.
Education
Enrolled Agent (EA)
Master of Business Administration - Accounting
Bachelor of Science in Business Administration - Management
Skills
Tax Strategy
Tax Compliance
Analytical problem solving
Tax Strategy Development
Advanced Excel Techniques
Proficient in Microsoft Office Suite
Analytical skills
Timeline
Tax Manager
PwC
09.2023 - CurrentRead More
FSO Tax Senior
Ernst & Young
02.2021 - 09.2023Read More
Indirect Tax Manager
World Energy
03.2019 - 02.2021Read More
Tax Manager / Team Lead
State Street Bank
11.2015 - 03.2019Read More
Senior Financial Reporting Analyst
BNY Mellon
05.2014 - 11.2015Read More
Senior Financial Reporting Analyst
JPMorgan Chase
03.2013 - 05.2014Read More
Senior Tax Analyst
J.P. Morgan Chase
09.2010 - 03.2013Read More
Portfolio Tax Accountant
Putnam Investments
03.2007 - 09.2010Read More
Fitchburg State University
Master of Business Administration from Accounting
Read More
Bridgewater State University
Bachelor of Science in Business Administration from Management
Read More
Internal Revenue Service
Enrolled Agent (EA)
Read More