JULIE E. KERSAINT
East Brunswick,NJ
Summary
Tax operations and compliance professional leading high-priority regulatory projects that enhance accuracy and operational accountability. Expertise in guiding teams and enforcing quality controls, driving process improvements, and achieving compliance benchmarks while securing substantial savings through strategic initiatives.
Overview
26
26
years of professional experience
Work History
Tax Operations Manager
Uber Technologies Inc.
East Brunswick, NJ
01.2025 - 09.2026
- Lead high-priority regulatory projects, including end-to-end workflow redesigns that improve accuracy, consistency, and operational accountability.
- Guided tax consultants by assigning responsibilities and enforcing quality control, ensuring consistent achievement of operational targets and compliance benchmarks.
- Partner with Product and Earner Experience teams to redesign the Tax Landing Page, centralizing key resources to reduce support inquiries and improve earner self-service.
- Utilized comprehensive expertise in federal and state reporting mandates to deliver precise technical guidance and uphold rigorous regulatory compliance standards.
- Facilitated corrected unemployment insurance returns and developed an error-reduction checklist, adjusting historical withholding rates to secure $900K in savings while maintaining compliance.
- Tax Settings Redesign: Optimized the collection of profile data to refine the earner experience. Reduced the volume of potential B-notice recipients, effectively mitigating risk and protecting the organization from substantial IRS penalties.
- State Reporting: Managed the lifecycle of the 2024 state filing documentation for 1099 earnings. Supervised team research efforts to track evolving state mandates and ensured all technical reporting requirements were met.
- Established transparent communication channels for earners, fostering trust through clear expectations and timely completion of requirements for new and tenured earners in US and Puerto Rico.
- Legal Settlements: Ensured rigorous alignment between settlement agreement terms and 1099 reporting to guarantee data integrity and compliance.
- (Hybrid)
Senior Tax Reporting Analyst
Uber Technologies Inc.
East Brunswick, NJ
06.2021 - 12.2024
- Led special projects and remediation efforts to improve data quality across product and operational functions, including coordination with Legal Settlements to ensure accurate 1099 reporting.
- Developed reference documentation, guidelines, training materials, and support processes for Information Reporting Operations, mitigating risk and enhancing customer experience.
- Provided recurring office-hour training to business and operations teams on information reporting and withholding requirements and coordinated with Tax Engineering on process improvements.
- Researched and addressed day-to-day inquiries from lines of businesses regarding tax documentation, complex transaction requirements, and fraud investigations, ensuring accurate corrections for affected individuals.
- Validated and processed W-9 and B-notice for information reporting and withholding purposes.
- Assessed customer and internal complaints for compliance impact, collaborated with response teams and business stakeholders to resolve regulatory issues and enhance customer experience.
- (Remote)
Senior Tax Reporting Specialist
TradeStation Securities, Inc.
Plantation, FL
08.2017 - 06.2021
- Resolved daily cost basis exceptions related to tax lot adjustments, transfer reporting, and mark-to-market account classification, ensuring compliance and accuracy.
- Monitored and approved federal and state withholding on all IRA distributions and ensured that filings were consistent with firms withholding general ledger tax bucket.
- Processed and validated W-9, B-notice, and W-8 certifications to ensure accurate client reporting and compliance with withholding requirements.
- Conducted thorough reviews of accounts for FATCA reporting and filings, maintaining adherence to regulatory requirements.
- Reviewed 1099 & 1042S documents for accuracy. Produced 1099, 1042-S, and 5498 tax form corrections.
- Provided operational support to ensure cost basis and tax reporting processes complied with IRS regulations.
- Performed year-end adjustments on reclassifications and other related distribution amendments to client accounts.
- Identified discrepancies and coordinated with Technology and Product teams to facilitate systemic fixes and enhancements.
- Assisted with annual state filing for escheatment by performing due diligence and reporting unclaimed property to individual states.
Business Analyst
E*TRADE Financial Services
Jersey City, NJ
08.2013 - 07.2017
- Managed a team of five who specialize in cost basis reporting system (CBRS) for incoming and outgoing transfers. Ensured processes were accurately completed and followed up to ensure cost basis was correctly allocated for tax reporting and supervisory audits.
- Coordinated with product team to manage website enhancements from inception to implementation, participated in user acceptance testing and business requirement validation, and wrote functional requirements for IRS compliance in cost basis reporting.
- Analyzed cost basis for compliance with tax reporting, providing client support for tax lot adjustments, including corporate actions, specific lot instructions, and inherited transactions.
Business Analyst (Consultant)
AEROTEK INC. (E*TRADE Financial Services)
Jersey City, NJ
05.2012 - 03.2013
- Gathered and analyzed data, performed test cases for phase three of TARP 2014 tax reporting cost basis initiatives for options, mutual funds, and fixed income; trained new staff members locally and abroad.
- Collaborated with stakeholders to gather and document business requirements.
- Analyzed business processes to identify areas for improvement and efficiency.
- Developed detailed project plans to manage timelines and deliverables effectively.
- Supported operations to ensure cost basis compliance with tax reporting; researched and processed daily portfolio exception reports for accurate reflection of clients' holdings in line with IRS regulations.
Tax Process Specialist
PRICEWATERHOUSECOOPERS (PWC) LLP
Tampa, FL
10.2011 - 03.2012
- Collaborated with engagement teams nationwide to enhance tax processing services. Executed preparation, review, and filing of E-file tax returns, extensions, federal and multi-state corporate and partnership returns, and external K1 tax return forms 1099, 1042-S, and 1042-T.
- Analyzed complex tax regulations and compliance requirements for diverse clients.
- Prepared detailed tax returns and documentation for individual and corporate clients.
- Collaborated with cross-functional teams to streamline tax processes and improve efficiency.
Independent 3rd Party AML Consultant
AGREEYA SOLUTIONS (Citibank)
San Antonio, TX
09.2011 - 10.2011
- Ensured compliance of all businesses with AML regulatory expectations across jurisdictions of Global Investment Bank.
- Analyzed transaction patterns to identify potential money laundering activities.
- Conducted risk assessments for high-risk clients and transactions.
- Developed compliance reports to ensure adherence to regulatory standards.
Independent 3rd Party AML Consultant
EDGE SERVICES (TD Bank)
Mahwah, NJ
05.2011 - 07.2011
- Ensured compliance of all businesses with AML regulatory expectations across jurisdictions of Domestic Investment Bank.
- Analyzed AML data to identify suspicious transactions and patterns.
- Reviewed compliance documentation for regulatory requirements and internal policies.
- Collaborated with teams to develop risk assessment strategies and procedures.
Customer Service Consultant
VERIZON COMMUNICATIONS, INC.
Robbinsville, NJ
10.2005 - 09.2010
- Fielded high-volume incoming calls in call center, delivering excellent customer experience while focusing on service, sales, and cross-selling.
- Resolved customer complaints through effective communication and problem-solving.
- Assisted customers with product selection and service inquiries.
- Educated customers on device features, plans, and promotions.
Senior Retirement Analyst
WACHOVIA SECURITIES, LLC
Glen Allen, VA
08.2004 - 10.2005
- Consulted with and advised brokers, sales representatives, associates, and branch bank managers nationwide on best practices for complying with IRS regulations. Processed journals and wire transfers. Performed account maintenance; confirmed distributions, generated tax corrections, and carried out account terminations.
- Oversaw, reviewed, and approved daily account activities and documentation for accuracy and timely completion. Enhanced compliance and mitigated risk by researching and reporting accounts that did not meet established new account standards.
- Liaised with financial services leaders including MetLife, John Hancock, ING, Hartford, SunAmerica, and Fidelity to provide annuity liquidation status updates and conducted training for new staff.
Retirement Technical Analyst
MORGAN STANLEY
New York, NY
06.2000 - 08.2004
- Analyzed transactions with compliance team to detect high-risk patterns as defined by U.S. Patriot Act and Morgan Stanley's Anti-Money Laundering Policy. Verified new accounts compliance through in-depth research and enhanced due diligence, ensuring documentation accuracy and completeness.
- Prepared 1099-R and 5498 tax form corrections, conducted required minimum distributions, ROTH conversions, and re-characterizations, and processed refunds of excess contributions and corrections of funds received and paid.
- Investigated and responded to internal requests regarding client accounts, facilitating re-establishments, account closures, modifications, and mutual fund re-registrations. Administered IRA contribution and distribution adjustments.
Education
Liberal Arts Degree -
AMERICAN PUBLIC UNIVERSITY
Charles Town, WVLiberal Arts Degree -
LONG ISLAND UNIVERSITY
Brooklyn, NYSkills
- Tax compliance efficiency
- Tax accuracy
- Financial review
- Data quality improvement
- Internal controls
- Tax software utilization
- Project management
- Risk mitigation
- Policy development
- Client service excellence
- Innovative leadership
Timeline
Tax Operations Manager
Uber Technologies Inc.
01.2025 - 09.2026
Senior Tax Reporting Analyst
Uber Technologies Inc.
06.2021 - 12.2024
Senior Tax Reporting Specialist
TradeStation Securities, Inc.
08.2017 - 06.2021
Business Analyst
E*TRADE Financial Services
08.2013 - 07.2017
Business Analyst (Consultant)
AEROTEK INC. (E*TRADE Financial Services)
05.2012 - 03.2013
Tax Process Specialist
PRICEWATERHOUSECOOPERS (PWC) LLP
10.2011 - 03.2012
Independent 3rd Party AML Consultant
AGREEYA SOLUTIONS (Citibank)
09.2011 - 10.2011
Independent 3rd Party AML Consultant
EDGE SERVICES (TD Bank)
05.2011 - 07.2011
Customer Service Consultant
VERIZON COMMUNICATIONS, INC.
10.2005 - 09.2010
Senior Retirement Analyst
WACHOVIA SECURITIES, LLC
08.2004 - 10.2005
Retirement Technical Analyst
MORGAN STANLEY
06.2000 - 08.2004
Liberal Arts Degree -
AMERICAN PUBLIC UNIVERSITY
Liberal Arts Degree -
LONG ISLAND UNIVERSITY