Trisha Jamo
Clearwater,FL
Summary
Accomplished Tax Analyst with extensive experience in accounting functions and processes related to tax operations, anti-money laundering, and trade control for global corporations. Demonstrates a proactive approach in identifying and resolving regulatory compliance issues while enhancing operational efficiency. Renowned for detail-oriented accuracy and adept communication skills that foster collaboration across cross-functional teams, including technology and project management. Committed to leveraging tax expertise to support client objectives and drive process automation within the organization.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Regional Tax Analyst
Brown & brown insurance
08.2020 - Current
- Evaluate management reports to ensure that all offices have submitted the required state filing documentation
- Follow up with offices as necessary to secure complete and timely submissions
- Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements
- Process tax filings for assigned states in a timely and accurate manner
- Handle any discrepancies identified by state filing authorities, ensuring timely resolution
- Handle any surplus lines tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc
- Review state and industry publications, monitor state websites and coordinate with offices to ensure that all tax filing information, processes and forms are kept current
- Establish and maintain appropriate documentation for all state filing
- Perform analysis or research to assist with internal or state auditors
- Recognized as a subject matter expert on complex accounting reconciliations
- Examined state filing regulations, policies, and procedures to update intranet site for all employees to utilize
- Synchronized operational processes and controls with account administration, compliance, and risk mitigation objectives, directly leading and conferring with teams, business partners, and leaders
- Simplified state filing requirement process by creating a SharePoint page accessible to applicable staff, championing daily review
Senior Tax Reporting Analyst
FRANKLIN TEMPLETON INVESTMENTS/FIDUCIARY TRUST COMPANY
02.2017 - 07.2020
- Completed multiple annual IRS tax forms, including 945, 1042, 1099-B, 1099-DIV, 1099-R, 1099-Q, 5498, 5498-ESA and 1042-S
- Validated account data, vendor files and IRS files, securing applicable signoffs
- Complied with NRA, FATCA, and back-up withholding, coordinating client account reconciliation and IRS deposits
- Analyzed, researched, and adopted federal and state emerging tax laws/changes as well as system refinements
- Calculated federal, state, and alien tax withholding payments
- Documented and used daily accounting data to populate 945, 1042, and state tax returns and generate finalized information to balance forms
- Checked IRS regulatory requirements for B and C notices, O.C.S.E, W-8, and W-9 account certifications
- Deepened the experience of colleagues with varying tax reporting experience, adapting training as necessary to ensure their understanding
- Automated 100K+ account reconciliations, eliminating manual processes to save 20+ hours per month
- Tapped to onboard a new state requiring tax withholdings, mitigating risk to client and corporate accounts by achieving full compliance within six months
Supervisor Tax Operations
FRANKLIN TEMPLETON INVESTMENTS/FIDUCIARY TRUST COMPANY
08.2010 - 02.2017
- Led a six-person, globally dispersed team from hiring and training to performance management
- Oversaw comprehensive transaction postings related to amortization and accretion
- Completed cost basis adjustments on REIT return of capital
- Modified tax cost records
- Generated monthly reconciliation for several clearance accounts and general ledgers, detailing variances
- Handled daily accounting and reconciliation in corporate accounts
- Produced 1042, 945, 8802, and 8821 tax forms
- Collaborated with global custodian and non-U.S
- Tax authorities to ensure accuracy of accounting, withholding, and prompt reclamation of tax withheld based on applicable tax treaties
- Updated foreign tax withholding tables in accounting systems
- Raised productivity by 15% after mobilizing and reorganizing two teams tasked with working together on daily tax payments, account reconciliations and IRS form tracking
- Standardized reporting procedures, quality controls, and corrective/preventative actions
Customer Service Associate
FRANKLIN TEMPLETON INVESTMENTS/FIDUCIARY TRUST COMPANY
09.2006 - 08.2010
- I exceeded customer expectations in a high-volume environment by researching client issues, processing direct requests, and producing correspondence, consistently adhering to phone quality standards
- Used multiple software technologies seamlessly, deftly handling time-sensitive transactions
- Equipped new hires to handle phone calls, process transactions, and update training materials
- Cut customer complaints by 45% within a week of training after the launch of a new website enhancement resulted in high-volume customer inquiries
- Wrote scripts and trained customer service teams
Education
Accounting Technology Operations Certification -
Saint Petersburg College
St. Petersburg, FLMicrosoft Office Specialist (Excel) -
Skills
- Accounting Reconciliations
- Tax Reporting/Operations
- Anti-Money Laundering (AML)
- Regulatory compliance
- Financial Controls
- Process Improvements
- Project Management
- Global Team Leadership
- Cross-functional team collaboration
- Training & Development
- Microsoft Office Suite
- Continuous learning attitude
- Financial analysis proficiency
- Accounting principles
- Verbal and written communication
- Auditing
- InsCipher Surplus Lines Tax Filing Software
- Multi-state tax returns
- Process improvements
- Regulations and compliance
- EFTPS
- Lotus Notes
Websites
Certification
Microsoft Office Specialist (Excel)
References
References available upon request.
Timeline
Regional Tax Analyst
Brown & brown insurance
08.2020 - Current
Senior Tax Reporting Analyst
FRANKLIN TEMPLETON INVESTMENTS/FIDUCIARY TRUST COMPANY
02.2017 - 07.2020
Supervisor Tax Operations
FRANKLIN TEMPLETON INVESTMENTS/FIDUCIARY TRUST COMPANY
08.2010 - 02.2017
Customer Service Associate
FRANKLIN TEMPLETON INVESTMENTS/FIDUCIARY TRUST COMPANY
09.2006 - 08.2010
Accounting Technology Operations Certification -
Saint Petersburg College
Microsoft Office Specialist (Excel) -
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