Tax Information Reporting Cover Letter

Tax Information Reporting Cover Letter

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193 votes for Tax Information Reporting

15 Tax Information Reporting cover letter templates

What to include in a Cover Letter
1
Company Address
2
Salutation
3
Compelling Details
4
Respectful Closing

How to Write the Tax Information Reporting Cover Letter

780 Lashaunda Brook
Teddyland, ID 70243-9803
Dear Ryan Mraz,

I would like to submit my application for the tax information reporting opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for pro-active advice and support to the relevant GBM business and operational units implementing operational requirements of existing, amended and new tax legislation and IRS guidance relating to US tax documentation, information reporting and withholding tax (including FATCA).

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

  • Experience in taxation of US branch of foreign entity preferred
  • Masters in Taxation or JD/LLM in Taxation preferred
  • Skilled at conflict resolution and problem-solving to achieve win-win outcomes
  • Proven collaboration skills with sales and product teams
  • Experience in customer journey
  • JD or CPA with experience in a financial institution (banking, investment bank), a “Big 4” with a client base of banking and investment bank companies, or combination thereof
  • Extensive knowledge of US information and withholding reporting requirements including recent legislative and regulatory matters (FATCA, cost basis reporting, etc)
  • An individual able to work on diverse tax issues/products pertinent to a financial institution

Thank you in advance for reviewing my candidacy for this position.

Sincerely,

Brooklyn Skiles

Responsibilities for Tax Information Reporting Cover Letter

Tax information reporting responsible for guidance and training to SG’s Bangalore team to assist them with first level fundamental review of our tax forms and annual filings, including various 1099 forms, 1042-S, 1042.

In-depth knowledge and experience with FATCA, the Common Reporting Standard and the US Qualified Intermediary regimes
Work with the company's general counsel team and external tax consultants to secure knowledge of key tax aspects of operations, activities and transactions
Passion for data integrity, able to multi-task and take on additional responsibilities as necessary
Understanding of U.S. tax rules and associated exposures around information reporting
Knowledge of FATCA, CSR, Cost Basis and Income Reallocations preferred
RIA Checkpoint
Tax experience in the financial services industry or large accounting firm
Knowledge of US withholding/reporting and documentation rules (e.g., Chapter 3, FATCA, 871(m), QI, QDD Chapter 61)

Tax Information Reporting Examples

Example #1

Example of Tax Information Reporting Cover Letter

236 Cristine Haven
East Erich, KY 09901
Dear Dallas Mante,

In response to your job posting for tax information reporting, I am including this letter and my resume for your review.

Previously, I was responsible for guidance to the LoB on year-end tax reporting (Form 1099, Form 1042, 1042S).

Please consider my experience and qualifications for this position:

  • Experienced in financial products, cross-border transactions and international banking
  • Familiarity with computerized accounting systems such as mainframe, general ledger, and accounting systems
  • Excellent written and oral communication skills, comfortable communicating professionally with various levels of management, external auditors, and state/local tax authorities
  • Proven performer in high volume, strict-deadline environments
  • Knowledge of FATCA IGA requirements, including corresponding in-country interpretative guidance and reporting requirements
  • Knowledge of CRS requirements
  • Knowledge of Qualified Intermediary (QI) compliance and related reporting requirements
  • Knowledge of income tax treaties, particularly with respect to withholding and permanent establishment issues

I really appreciate you taking the time to review my application for the position of tax information reporting.

Sincerely,

Haven Gulgowski

Example #2

Example of Tax Information Reporting Cover Letter

88479 Torphy Ferry
Port Dillon, KS 07792-8070
Dear Denver Botsford,

I would like to submit my application for the tax information reporting opening. Please accept this letter and the attached resume.

Previously, I was responsible for support to business partners in related areas of transactional research, forms review, tax reporting issues, unclaimed property and claims.

Please consider my experience and qualifications for this position:

  • General understanding of tax reporting concepts, practices and procedures
  • Basic understanding of Chapters 3, 4, 61 regulations for withholding, securities, State and IRS filing requirements for Forms 1099, 5498, 945, 1042, 1042S
  • Effective oral and written communication skills, with all organizational levels
  • Learn how to research tax technical questions and issues
  • Demonstrated efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines
  • Demonstrated advanced knowledge of Excel
  • Excellent mathematical, organizational and problem solving skills
  • Moving quickly and deliberately, using data to guide decisions and testing to achieve breakthroughs

I really appreciate you taking the time to review my application for the position of tax information reporting.

Sincerely,

Morgan Witting

Example #3

Example of Tax Information Reporting Cover Letter

55344 Nikia Alley
New Sammyfort, LA 47181
Dear Azariah Runte,

I am excited to be applying for the position of tax information reporting. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for tax technical and second-line support to the Regulatory Operations and Control group and in order to ensure tax compliant implementation of QI and FATCA/CRS.

My experience is an excellent fit for the list of requirements in this job:

  • Knowledge of life insurance company products and services, mutual funds, investment products
  • Knowledge of U.S. withholding certificates (e.g., W-9s, W-8s) and 1099 and 1042-S reporting and FATCA and CRS self-certifications
  • Keen understanding of automatic exchange of information regimes (FATCA, CRS), PFIC taxation, QI and FinCen requirements, U.S. chapter 3 compliance and income tax treaties and related OECD interpretative guidance
  • Strong understanding of life insurance, retail and group retirement and financial products
  • Strong tax policyholder/customer tax reporting and compliance knowledge
  • Strong people and process leadership and management skills to mobilize key internal and external resources necessary to ensure the successful completion of key tasks, initiatives and projects
  • Excellent interpersonal skills to manage and influence and deal with tax department staff, external advisors, counterparties, professionals in other functional areas
  • Advanced knowledge of applicable tax laws and regulations

Thank you for taking your time to review my application.

Sincerely,

River Rolfson

Example #4

Example of Tax Information Reporting Cover Letter

8153 Tristan Prairie
Olinburgh, SC 99477
Dear Campbell Funk,

I am excited to be applying for the position of tax information reporting. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for lead support on FATCA/CRS for both project implementation and BAU for Canadian business/funds including providing tax documentation;.

Please consider my qualifications and experience:

  • Advanced knowledge of government and compliance/regulatory reporting
  • Professional standing, strong interpersonal communication skills, and presentation skills
  • High motivation with an entrepreneurial spirit
  • Experience in a corporate, public accounting or law firm environment
  • Experience preparing IRS Forms 1042,1042-S, and FATCA reports preferred
  • An interest and background in data mining, sorting/searching and formatting for tax reporting purposes
  • Strong data analysis skills and experience with Microsoft Excel / basic SQL
  • General understanding of life and property casualty insurance industries

Thank you for your time and consideration.

Sincerely,

Haven Considine

Example #5

Example of Tax Information Reporting Cover Letter

3471 Satterfield Expressway
Port Odis, NH 04600
Dear Dakota Koelpin,

Please consider me for the tax information reporting opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for tax support for partnership funds, including support of other teams relating to regulatory filing requirements (such as FATCA and CRS) and investor queries, as well as assisting in preparation of tax estimates and review of tax returns.

Please consider my experience and qualifications for this position:

  • Playing to win and openly discussing options when goals compete
  • Communicating directly, sharing feedback at all levels, and engaging in debate while maintaining objectivity
  • Collaborate with cross-functional teams to resolve issues and find opportunities for improvement
  • Partner cross-functionally to resolve performance issues linked to tax information requirements
  • Establish a weekly, monthly, and quarterly reporting cadence for leadership and stakeholders
  • Derive insights from internal and external data that enable leadership to make critical business and investment decisions
  • Inspire team members to pursue an environment of customer centricity and continuous improvement
  • Lead employee development through effective goal setting, regular coaching, and continuous feedback

Thank you for taking your time to review my application.

Sincerely,

Oakley Haley

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