Irene Esteban

I am an experienced Business Processing Assistant, particularly in working with various business areas to ensure the proper administration of policies, procedures and workflow.

My first team to work for is the Death Matching Team under Shared Services Group, my tasks are:

•Verifying client's information.
•Reviewing client's legal documents regarding their claims.
•Researching and verifying information about their beneficiaries.

And eventually, I was able to transfer to another team which is Tax Team, in this team my tasks are:

•Responsible for calculating and reviewing taxes to be accurate and see if it is applied correctly.
•Understanding Corporate and Legal Tax matters for a better comprehension of the work.
•Ensuring that correct tax forms are produces, filed and mailed in accordance with strict IRS and/or statutory requirements.
•Generate morning reports through Cognos for daily taxes review.
•Process all external and internal tax related items.
•Assists and participates in larger tax related projects assigned by the Business Unit.
•Managing annual tax form mailings in partnership with Corporate Tax and RR Donnelley.
•Reviewing W8-Ben and W-9 requested forms in a timely manner to avoid Gain/Loss
•Liaising directly with the Business Unit to provide guidance to administration teams on Federal, State and Foreign Tax Withholdings and reporting.
•Ensuring policies, procedures and processes meet the terms of the Foreign Account Tax Compliance Act (FATCA).

Other skills are:
•Data Entry in Word, or Google Docs
•Transcription (transcribing voicemail, video or audio, podcasts etc.)
•File Management (organizing files using Dropbox etc)
•Personal errands (purchasing gifts for loved ones / family members online)
•Hotel and Flight Booking
•Taking down minutes of meetings
•PDF Conversion, Splitting and Merging

Please feel free to contact me! It'll be an honor to serve you!

Warm Regards,

Irene