Summary
Overview
Work History
Skills
Timeline
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Michael Cooney

Roselle Park,NJ

Summary

Accomplished Senior Tax Analyst with fifteen years of brokerage firm and corporate experience and broad tax expertise. Detail-oriented and personable finance professional with proven ability to communicate effectively with every personnel level. Zealous fiscal leader dedicated to transparent and profitable operations with complete integrity.

Overview

13
13
years of professional experience

Work History

Merchandise Execution Team

The Home Depot
06.2022 - Current
  • My duties consist of inventory management, auditing, stocking, machine operations, customer service, store maintenance, assembling and accessing current and future projects.
  • Home depot also provides monthly required training classes to further knowledge in our field.
  • MET is a team effort, we work together to complete projects and general service.

Client Tax Reporting Analyst

UBS
12.2022 - 06.2024
  • Perform quality control testing of IRS Forms 1099 and 1042-S that are delivered to more than 1 million UBS WMA clients.
  • The role will entail diverse functions such as:
  • Reconcile investment income and proceeds, that are paid to clients, to the 1099 Forms to ensure accurate reporting.
  • Validate client information that appears on forms by checking against the firm’s source records and statements.
  • Support the team in reconciling tax that is withheld from clients and paid to the IRS and state taxing authorities.
  • Review standard operating procedures; recommend updates as applicable (e.g. based on current file layouts and or updated taxing authority reporting instructions).
  • Communicate issues in detail and track them to resolution.
  • Develop and maintain tracking spreadsheets
  • Maintain and update tax season runbook logs, keep and publish meeting minutes.

Senior Tax Analyst, Cost Basis Tax Reporting Application Analyst

Bank of America Merrill Lynch
04.2016 - 06.2020
  • Processed requests from Financial Advisors and Client associates regarding cost basis adjustments and corrections related to ACATS, Corporate actions and dividend reclassification events.
  • Monitored legislative and regulatory landscape for tax-related developments and delivered and documented updates to clients and management.
  • Reviewed historical cost basis data to check compliance with internal and regulatory standards.
  • Improved operations by working with team members and branch office personnel to find workable solutions.
  • Recognized by management for providing exceptional customer service.
  • Handled all delegated tasks, including escalated and management requests.
  • Earned reputation for good attendance and hard work.

Cost Basis Tax Reporting Application Analyst

Randstad USA / Merrill Lynch
08.2012 - 03.2016
  • As a consultant, assisted the Merrill Lynch Tax Reporting Dept. with cost basis related issues related to retail brokerage accounts.
  • Utilized my prior Tax Reporting experience to be a liaison for the Financial Advisors in providing answers to tax related telephone inquiries.
  • Offered training to less experienced consultants.
  • Reconciled pre-print tax statements against system information to look for errors and/or printing mistakes.

Skills

  • Consolidated 1099 (Div, Int, OID, B) Data analysis and reporting
  • Dividend reclassification SME Call Center management experience

Timeline

Client Tax Reporting Analyst

UBS
12.2022 - 06.2024

Merchandise Execution Team

The Home Depot
06.2022 - Current

Senior Tax Analyst, Cost Basis Tax Reporting Application Analyst

Bank of America Merrill Lynch
04.2016 - 06.2020

Cost Basis Tax Reporting Application Analyst

Randstad USA / Merrill Lynch
08.2012 - 03.2016

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Michael Cooney