Amelia Poper
Associate Officer - Tax & Retirement Operations Analyst at AllianceBernstein- Claim this Profile
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Bio
Kathleen Lavan
I worked with Amelia on the Tax and Retirement Services Team for over 2 years. She is a quick study and always willing to learn something new. Amelia is highly focused with a strong attention to detail. Within months, she became a reliable resource within the firm on both the taxable and tax-exempt reporting business. Amelia has strong analytical skills which allow her to be creative in leading IT enhancements to current processes. All this with a positive attitude, makes her a pleasure to work with.
Kathleen Lavan
I worked with Amelia on the Tax and Retirement Services Team for over 2 years. She is a quick study and always willing to learn something new. Amelia is highly focused with a strong attention to detail. Within months, she became a reliable resource within the firm on both the taxable and tax-exempt reporting business. Amelia has strong analytical skills which allow her to be creative in leading IT enhancements to current processes. All this with a positive attitude, makes her a pleasure to work with.
Kathleen Lavan
I worked with Amelia on the Tax and Retirement Services Team for over 2 years. She is a quick study and always willing to learn something new. Amelia is highly focused with a strong attention to detail. Within months, she became a reliable resource within the firm on both the taxable and tax-exempt reporting business. Amelia has strong analytical skills which allow her to be creative in leading IT enhancements to current processes. All this with a positive attitude, makes her a pleasure to work with.
Kathleen Lavan
I worked with Amelia on the Tax and Retirement Services Team for over 2 years. She is a quick study and always willing to learn something new. Amelia is highly focused with a strong attention to detail. Within months, she became a reliable resource within the firm on both the taxable and tax-exempt reporting business. Amelia has strong analytical skills which allow her to be creative in leading IT enhancements to current processes. All this with a positive attitude, makes her a pleasure to work with.
Experience
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AllianceBernstein
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United States
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Investment Management
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700 & Above Employee
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Associate Officer - Tax & Retirement Operations Analyst
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Nov 2018 - Present
-Regular interaction with internal clients and strategic business partners to support business continuity for the Firm’s retirement accounts-Assist in oversight, review, testing, and implementation of enhancements related to regulatory tax law changes and related proprietary reporting changes-Daily review and approval of incoming and outgoing Firm assets for retirement and qualified plan accounts-Provide reconciliation and oversight support to ensure regulatory reporting accuracy for all applicable client-level transactions (1099/1099-R/5498)-Assist with annual reconciliation and filing of Federal and State level withholding related to client-level IRA distributions-Support processing of reallocation related to client income, including research and tracking of company-specific information-Assist in processing/delivery of proprietary tax reports to end-clients, including extensive communication with and review of data provided by third-party vendors
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Tax Reporting Specialist
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Aug 2015 - Oct 2018
- Read and interpret regulatory requirements as they pertain to IRS tax reporting. - Process allocation adjustments for intermediary accounts. - Print and mail manually processed tax forms. - Reconcile tax withholding for NRA, Puerto Rico, and US domestic clients. - Review forms W8-BEN and W8-IMY for completeness and accuracy. - Complete rule 302 mailings and make the necessary tax withholding reimbursements. - Monitor reporting and withholding exception reports and make account adjustments when applicable. - Draft business requirement documentation for enhancements to systems and reports. - Daily review and processing of Taxable Exchanges for 1099 Reporting. - Respond to Financial Advisor inquiries and perform adjustments to reportable transactions on a timely basis. - Perform quality assurance testing including the periodic review of: - Forms 1099, 480, and 1042s. - global adjustments in January for 1099 and 1042 Reporting (OID, Income Reallocation, REMIC, etc.) - processing tax season exception reports for accurate reporting.
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Customer Service Representative
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Mar 2013 - Aug 2015
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Forever 21
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United States
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Retail Apparel and Fashion
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700 & Above Employee
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Sales Associate
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Nov 2010 - Nov 2012
Create an open and helpful environment for customers. Managing a fitting room, sorting clothes, recovering assigned space, cashier, managing and counting money drawer, reassuring sales, and keeping customers happy. Create an open and helpful environment for customers. Managing a fitting room, sorting clothes, recovering assigned space, cashier, managing and counting money drawer, reassuring sales, and keeping customers happy.
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Education
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2010 - 2015
Middle Tennessee State University (MTSU)
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
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