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Work Background
JPMorganChaseCorporate Tax Executive Director
Feb. 2016· Ensure precise regulatory compliance for 43 entities, overseeing $111B+ in gross income and $2.6M in tax withholding for annual Form 1042 filings. · Deliver strategic tax reporting and withholding counsel for Consumer and Community Bank, supporting diverse financial products including lending and credit services. · Offer expert guidance on information reporting requirements for Commercial Term Lending's $1M-$25M+ loan transactions related to commercial properties · Successfully oversaw 12.6M+ IRS and multi-state filings, and expertly resolve complex IRS notices (972CG, CP2100, 945, 1042), minimizing potential financial exposure and safeguarding operational integrity for the Firm and its affiliates. · Driving an inclusive environment. · Accelerate talent development by mentoring high-potential individuals, preparing them for leadership advancement. · Champion diverse talent through leadership and mentorship in Business resource groups and by supporting the Firms commitment to underrepresented communities. · Serve as a key JPMC representative on the ABA's Information Reporting Advisory Group (IRAG) and the Information Reporting Roundtable, providing strategic insights and actively influencing industry standards and best practices for information reporting.
JPMorganChaseCorporate Tax Director
Jan. 2004 - Feb. 2016· Mastered complex income sourcing, withholding, and reporting for Corporate Accounts Payable, streamlining global vendor payments and demonstrating expertise that drove expanded responsibilities within the Consumer & Community Bank. · Proactively addressed evolving Form 1099-K regulations for the merchant acquiring entity within the Consumer & Community Bank, showcasing leadership and resulting in oversight of this critical area. · Collaborated closely with Deposit Operations to effectively implement guidance provided by Corporate Tax. Which ensures alignment with regulatory requirements and seamless operational execution. Demonstrating a strong ability to bridge regulatory knowledge with operational implementation.
JPMorganChaseCorporate Tax Vice Presedent
Jan. 2004 - Feb. 2016
Banc One Services CorporationCorporate Tax Assistant Vice President
Oct. 2003 - Jan. 2004· Successfully bridged operational gaps during the JPMorgan merger, establishing critical relationships between Corporate Tax and Deposit Operations despite a short tenure. · Established and sustained critical IRS TIN Matching and e-services access, a role I maintain today.
Banc One Services CorporationVice President of Tax
Jan. 2003 - Jan. 2004
Banc One Services CorporationOperations Supervisor
Jan. 1997 - Jan. 2003· Established as a trusted resource in Deposit Operations. I successfully developed and implemented new processes, leading to the pivotal role of establishing operational processes at the Baton Rouge consolidation site, where I oversaw critical general ledger clearing and maintenance, significantly reducing firm losses. · Demonstrated a unique blend of individual contribution and leadership. Supervised teams while driving operational excellence and mitigating risk by implementing key regulatory compliance processes, leading to increased responsibility with Internal Reviews and Audit & Compliance collaboration. · Leveraged in-depth systems and product knowledge to address operational challenges, enhance service delivery, and served as a tax certification SME, leading system migrations and integrations, ensuring compliance and efficiency across platforms, showcasing the expertise necessary for more complex tax related roles.
JPMorganChaseTax Advisor
Feb. 1990Columbus, Ohio Area
Banc One Services CorporationLead Operations Analyst
Jan. 1990 - Jan. 1997· Key participant in driving seamless bank acquisitions, providing SME expertise on Bank One account systems to ensure accurate data mapping and minimize operational disruption during system conversions and integrations. · Key SME contributing to the foundational stages of Branch Operations Support, utilizing in-depth product and process knowledge to effectively resolve complex branch issues.
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