Nataliya Rostovsky
Blue Bell,USA
Summary
Become a professional and an excellent Global Income Tax Accounting Leader. Areas of interest include Taxation, Forensic Accounting and Financing.
Overview
15
15
years of professional experience
Work History
Manager, International Tax Department
Deloitte LLP
Philadelphia, PA
01.2023 - Current
- Provide international tax compliance services and supervise Seniors with staff. Oversee complex tax computations projects for clients in diverse industries.
- Provide the advice to clients to help them manage their multinational tax compliance function.
- Combine tax technical and technology skills to bring new and innovative processes and solutions to our clients.
- Advise clients on their technology and international tax reporting processes.
- Assist clients with their implementation of specific international tax structures and processes.
Manager, International Tax Department
Kaufman Rossin
Remote
01.2022 - 01.2023
- Prepare/review federal and state income tax returns (partnerships, corporations and individuals), annual extensions, workpapers, and quarterly estimated tax payments. Perform and complete all necessary compliance functions for international taxation.
- Perform technical tax research using electronic research services and generate documentation to support the tax return filing positions and refund claims.
- Prepare/review the international tax forms including preparation of international tax calculations for foreign tax credits, earnings and profits, subpart F, preparation of Forms 5471, 8858, 8865, international tax disclosures, etc.
Senior Tax Analyst
VANGUARD GROUP
Valley Forge, PA, USA
01.2021 - 01.2022
- Monitored and complied with the international taxation, tax laws, and regulations affecting global investments of Vanguard products.
- Evaluated mergers, acquisitions, spin offs and other corporate transactions to determine US tax impacts. Partnered with other FFS departments to ensure optimal tax accounting and reporting for Vanguard mutual funds.
- Participated in preparing and filing Indian tax returns for Vanguard mutual funds. Participated in preparing and filing the documents for ECJ (European Court of Justice) to receive the successful rate of refunds and beneficial tax treatment of Vanguard mutuals funds in European countries.
Manager, International Tax Department
Ernst and Young
Tel Aviv, Israel
01.2017 - 01.2021
- Prepared/reviewed federal and state income franchise tax returns (partnerships and corporations), annual extensions, workpapers, and quarterly estimated tax payments. Reviewed provisions. Performed and completed all necessary compliance functions for the international taxation. Performed REIT (Real Estate Investment Trust) quarterly and annual testing with annual filing of federal and state tax returns.
- Performed technical tax research using electronic research services and generated documentation to support tax return filing positions and refund claims.
- Prepared the international tax compliance including preparation of international tax calculations for foreign tax credits, earnings and profits, subpart F, preparation of Forms 5471, 8858, 8865, international tax disclosures, etc.
Tax Analyst
VANGUARD GROUP
Valley Forge, PA, USA
01.2015 - 01.2016
- Prepared IRS tax returns 1120-RIC, 8613, international tax filings, and tax provisions for Vanguard mutual funds.
- Evaluated mergers, acquisitions, spin offs and other corporate transactions to determine US tax impacts. Partnered with other FFS departments to ensure optimal tax accounting and reporting.
- Prepared book-tax difference computations and uncertain tax positions, maintained documented procedures and evaluated procedures for process improvements.
Fund Financial Services Analyst
VANGUARD GROUP
Valley Forge, PA, USA
01.2013 - 01.2015
- Produced the financial statements for quarterly, annual and semi-annual reports for Vanguard bond and balanced mutual funds. Resolved any issues related to mutual fund reporting. Assisted external auditors on the audits of the funds financial statements, and provided appropriate documentation.
- Ensured procedures and policies are followed. Assured compliance with the SEC reporting requirements and filed NSAR forms for Vanguard mutual funds with SEC.
- Assisted in the calculation of periodic and annual dividend and capital gain distribution, filed money market information on a monthly basis with SEC and much more.
Brokerage Associate
VANGUARD GROUP
Valley Forge, PA, USA
01.2011 - 01.2013
- Processed third week and month end audit statements for brokerage accounts for clients in different financial sectors.
- Placed flawlessly and expeditiously brokerage trades for common stocks, Exchange Traded Funds, Vanguard mutual funds and non-Vanguard mutual funds and executed monetary transactions.
- Responded to client inquiries by providing account information from different information systems, demonstrated proper judgment on handling immediate client needs and use superior CRM skills to resolve client issues with the utmost attention to details. Continually developed CRM skills and financial knowledge.
Education
Bachelor of Science - Fraud and Forensic Accounting Certificate
La Salle University
Philadelphia, PA, USA01.2012
Bachelor of Science - Accounting
Temple University
Philadelphia, PA, USA01.2011
Skills
- Proficient with Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Quick Books, Bloomberg Terminals, OneSource, ProSystem, CCH Axcess
- Holding active USA CPA license
Languages
Russian
Native or Bilingual
Ukrainian
Native or Bilingual
Timeline
Manager, International Tax Department
Deloitte LLP
01.2023 - Current
Manager, International Tax Department
Kaufman Rossin
01.2022 - 01.2023
Senior Tax Analyst
VANGUARD GROUP
01.2021 - 01.2022
Manager, International Tax Department
Ernst and Young
01.2017 - 01.2021
Tax Analyst
VANGUARD GROUP
01.2015 - 01.2016
Fund Financial Services Analyst
VANGUARD GROUP
01.2013 - 01.2015
Brokerage Associate
VANGUARD GROUP
01.2011 - 01.2013
Bachelor of Science - Accounting
Temple University
Bachelor of Science - Fraud and Forensic Accounting Certificate
La Salle University