Radelina Wanless
Summary
I am a dynamic and results-driven tax professional with over 16 years of experience in consulting the asset and wealth management industry, providing strategic tax advice, leading teams, and delivering value-added solutions to financial service institutions. I possesses a strong entrepreneurial mindset and exceptional leadership abilities and I am skilled in German tax law, project management, and client relationship management.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Freelancer
RW Consulting
04.2024 - Current
Senior Tax Manager - Asset and Wealth Management
PricewaterhouseCoopers GmbH
10.2020 - 04.2024
- Consulting and project management of withholding tax refund procedures for German and foreign investment funds
- Analysis of withholding tax risks for internationally active asset managers
- Acquisition and management of projects serving the tax team of financial service institutions
- German investment funds tax compliance services
- German real estate funds tax compliance services.
Tax Manager - Fund Accounting and Tax Reporting
State Street Bank International GmbH
04.2017 - 09.2020
- Analysis of German investment fund taxation regulations and implementation of respective compliance processes within the tax team
- Project management of retrospective adjustments and corrections of German income tax bases and respective key tax figures of German special investment funds
- Support and coordination of external and internal tax audits
- Consulting on the digitalization of tax reporting processes.
Tax Manager - Asset and Wealth Management
PricewaterhouseCoopers GmbH
11.2016 - 03.2017
- On-side support for tax compliance projects of German fund administrators
- Analysis and implementation consulting services regarding the new taxation regime of German investment and special investment funds effective January 2018
- German investment funds tax compliance services.
Tax Manager - Financial Services International Tax
PricewaterhouseCoopers LLC
10.2014 - 10.2015
- Analysis of withholding tax risks for internationally active asset managers
- Tax advice on restructuring of investment platforms
- Support within implementation project of cross-border corporate restructuring of a US group
- FIN 48 Analysis of foreign tax positions in annual financial statements in accordance with US GAAP of hedge and private equity funds.
Manager - Financial Tax Services Banking
PricewaterhouseCoopers GmbH
09.2008 - 09.2013
- Tax consulting to German bank institutions
- German tax due diligence
- Audit of tax positions in financial statements according to German GAAP and IFRS of financial service institutions
- Balance sheet and risk analysis from a tax perspective for business combinations of financial service providers
- Audit of tax items in the annual financial statements of financial institutions in accordance with HGB and IFRS
- Preparation of tax returns and tax opinions
- Tax advice and support during external tax audits.
Restaurant Manager
Pomp GmbH
03.2005 - 09.2008
- Server and bar tender team lead and management
- Event planning and execution
- Support in the preparation of the monthly, quarterly and annual financial statements.
Tutor
University of applied sciences in Mainz
05.2007 - 07.2007
- Tutor for the subject: Integrated Accounting for the Bachelor program
Education
High school degree in Sofia, Bulgaria -
Chamber of tax advisors in Hessen Germany - Certification as German Tax Advisor -
05.2013
Master of Science -
University of Applied Sciences Mainz, Deutschland
02.2008
University of Oldenburg, Germany - German language courses -
03.2003
New Bulgarian University in Sofia, Bulgaria - Studied master in law -
05.2001
Skills
- German Tax Law: tax consulting, compliance, and due diligence for financial service institutions
- Project and Team Management: leading and managing tax projects and teams underscores my proficiency in project planning, execution, and team coordination
- Workflow Process Implementation and Optimization: implementing and optimizing workflow processes within tax teams reflects the ability to streamline operations and enhance efficiency
- Client Acquisition and Account Management: identifying business opportunities, fostering client relationships, and delivering value-added services
- Team Leader and Team Player: lead and collaborate effectively with team members to achieve common goals
- Strategic and Analytic Thinking and Working: My consulting roles involved strategic tax planning and analysis, highlighting the ability to think critically and strategically when addressing complex tax issues
- Solution-Oriented Handling and Leadership: identifying and implementing solutions to tax-related challenges, demonstrating effective leadership in finding resolutions
- Clear and Effective Communication at All Levels: My ability to provide tax advice, manage projects, and interact with clients is supported by strong communication skills, essential for conveying complex tax concepts clearly and building rapport with stakeholders
- Windows 10
- MS Office applications and Visio
- Google tools
- Salesforce
- Asana
- PwC internal software solutions
Certification
- Master in Business Administration with majors in economics of the financial services (2008 in Germany)
- Certified German Tax Advisor (2013 in Germany)
- High-school degree (1997 in Sofia, Bulgaria)
- Project Management Certificate course, University of Arizona (2024 ongoing in USA)
Languages
English
Full Professional
German
Native or Bilingual
Bulgarian
Native or Bilingual
Timeline
Freelancer
RW Consulting
04.2024 - Current
Senior Tax Manager - Asset and Wealth Management
PricewaterhouseCoopers GmbH
10.2020 - 04.2024
Tax Manager - Fund Accounting and Tax Reporting
State Street Bank International GmbH
04.2017 - 09.2020
Tax Manager - Asset and Wealth Management
PricewaterhouseCoopers GmbH
11.2016 - 03.2017
Tax Manager - Financial Services International Tax
PricewaterhouseCoopers LLC
10.2014 - 10.2015
Manager - Financial Tax Services Banking
PricewaterhouseCoopers GmbH
09.2008 - 09.2013
Tutor
University of applied sciences in Mainz
05.2007 - 07.2007
Restaurant Manager
Pomp GmbH
03.2005 - 09.2008
High school degree in Sofia, Bulgaria -
Chamber of tax advisors in Hessen Germany - Certification as German Tax Advisor -
Master of Science -
University of Applied Sciences Mainz, Deutschland
University of Oldenburg, Germany - German language courses -
New Bulgarian University in Sofia, Bulgaria - Studied master in law -
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