Summary
Overview
Work History
Education
Skills
Timeline
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IVAN TORRES

Cliffside Park,NJ

Summary

Experienced Tax Office Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership and strong work ethic.

Overview

15
15
years of professional experience

Work History

Senior Tax Coordinator, Partner Tax Services

KPMG, LLP
11.2020 - Current
  • Manage the daily operations for the Firms Partners, providing tax preparation services, including processing, tax filing and responding to tax authority’s inquiries
  • Managed Tax Client Database including daily monitoring of data integrity
  • Generated compliance output analysis reports and analyzed daily work progress
  • Coordinated Partner Tax Services annual enrollment invitations for all eligible partners/clients
  • Oversaw the delivery of electronic tax questionnaires to enrolled clients
  • Monitored Partner Tax Email Box for tax information receivables and general inquiries, responded to requests and allocated to appropriate Tax professional
  • Downloaded and retrieved scanned tax documents and uploaded them to appropriate Tax client folders in Orion Document Management system
  • Coordinated and assigned tax preparation with offshore tax support team
  • Developed, in conjunction with Technology, an automated tax collation process converting manual collating to full automation
  • Reviewed the accuracy of collated large and complex tax returns
  • Managed the delivery of tax returns to clients via cloud portal, or alternate delivery methods
  • Generated outstanding e-File reports and undertook the necessary follow-up with clients
  • Responsible for qualifying, transmitting, and verifying all tax returns via electronic submission and rectifying rejection issues
  • Ensured that all tax processing, filings, and mailings were completed and generated on a timely basis in accordance with the filing deadlines
  • Interfaced with Technology Department on behalf of the PTS team ensuring timely resolution of technical issues
  • Collaborated with Tax Managers to update and maintain training documents and training staff on new and revised processes.

Tax Process Administrator

KPMG, LLP
07.2015 - 10.2020
  • Coordinated Tax Processing including collation of various multi-state complex tax returns for Partner Tax Returns
  • Scanned tax information and created electronic files for tax preparation of partner returns
  • Worked with Technology Department to create and maintain a BOT automatic program for transmitting returns to partners
  • Supported Firm e-file coordinator with filing Electronic Filing Tax Returns
  • Provided Administrative Support to Tax Managers.

Tax Season Contractor

Colacino Associates
01.2015 - 07.2015
  • Contracted to start up Tax Processing Services including development of client database and system workflows for an individual Tax Preparation business
  • Responsible for the Paperless Office Environment conversion.

Tax Administrator

Shapiro Lobel, LLP
02.2011 - 12.2014
  • Responsible for all administrative tax processing functions including collation of all types of tax returns with a strong focus in individual and Corporate Returns
  • Qualified and transmitted all tax returns and extensions for E-filing and rectifying rejections
  • Scanned and PDF all E-Filed signed signatory authorizations and confirmations
  • Maintained and updated due date tracking system for Tax Returns including outstanding e-file authorization from clients
  • Coordinated delivery of tax returns via email, federal express, and regular mail
  • Created and Maintained Tax Filing System
  • Generated Tax reports for compliance and set up individual clients’ tax information workpaper files.

Tax Processing Manager

Rothstein Kass & Company
06.2009 - 09.2010
  • Managed all administrative tax processing functions for the New York site of one of the leading mid-sized Accounting Firms specializing in hedge funds
  • Coordinated Tax Processing and collated all types of various medium to large complex tax returns, including real estate and investment partnerships
  • Responsible for verifying and transmitting all qualified tax returns and extensions for electronic submission and rectifying rejection issues
  • Scanned and PDF all E-Filed signatory authorizations and confirmations in contact management program
  • Liaison with the office manager and administrative assistants to ensure proper support coverage in the mailing of Tax Returns within the specified tax deadlines.

Education

Skills

  • Microsoft Excel
  • Word
  • Outlook
  • Teams
  • Zoom Video Conferencing
  • Orion Document Management System
  • Atlas Tax Database
  • ProSystems Tax
  • CCH Axcess Engagements
  • GoSytems Tax
  • 1099 Preparation
  • XCM Workflow Program
  • Client Relationship Management
  • Project Management Experience
  • Ethical Conduct Awareness
  • Problem Solving Prowess
  • Critical Thinking Abilities
  • Strong Communication Skills
  • Data Analysis Capabilities
  • Organizational Skills
  • Microsoft Office Proficiency
  • Teamwork and Collaboration

Timeline

Senior Tax Coordinator, Partner Tax Services

KPMG, LLP
11.2020 - Current

Tax Process Administrator

KPMG, LLP
07.2015 - 10.2020

Tax Season Contractor

Colacino Associates
01.2015 - 07.2015

Tax Administrator

Shapiro Lobel, LLP
02.2011 - 12.2014

Tax Processing Manager

Rothstein Kass & Company
06.2009 - 09.2010

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