Aspiring Finance Professional | Tax Analyst at S&P Global | B.A. in Mathematics from the University of Vermont
Overview
6
6
years of professional experience
Work History
Tax Analyst
S&P Global
11.2024 - Current
Analyze and validate a diverse range of tax submissions, including W-8 and W-9 forms, for Citibank’s US and global clients. Ensure compliance with local and international tax laws, regulations, and treaties
Serve as a primary point of contact for assigned clients, handling day-to-day account-review processes and urgent escalations in a professional and timely manner.
Collaborate with S&P Global's team in India to streamline tax form processing, ensure consistency in compliance reviews, and resolve cross-functional issues efficiently across time zones.
Act as client-relationship lead for due-diligence processes, including account onboarding practices, form solicitations and account-remediation efforts.
Legal Intern
Office of the General Counsel, University of Vermont
06.2023 - 08.2023
Researched university-related issues
Drafted intraoffice memos
Supported legal staff
Server
Exquisite Events
05.2022 - 08.2022
Served hor d'oeuvres, drinks and dinner at weddings and large-scale, high-end events
Worked long shifts, help set up and clean up
General Employee
Durant Performance Coatings
05.2021 - 08.2021
Assisted in the manufacture of high-quality adhesives and sealants
Packaged and shipped products to government agencies
Basketball Coach
Swampscott High School
05.2021 - 08.2021
Coached Swampscott High School junior-varsity basketball team during summer league.
Designed plays, mentored players, prepared the team for the 2021-22 season.
General Employee
Jersey Mike’s Subs
05.2019 - 08.2020
Effectively communicated with staff to best serve the needs of the clients
Handled customer service issues at the direction of the manager
Organized and prepared phone and online orders
Education
High School -
Swampscott High School
Swampscott, MA
05.2020
Mathematics major, Sports management minor
University of Vermont
Burlington, VT
05.2024
Skills
Interpersonal Communication Skills
Time Management Skills
Ability to Work in a Team
Strong Critical Thinking Skills
Decision Making Skills
Adaptability
Complex Problem Solving
Timeline
Tax Analyst
S&P Global
11.2024 - Current
Legal Intern
Office of the General Counsel, University of Vermont