Stéphanie Bertini
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38 years old
Driving License
Esch-sur-Alzette (4180) Luxembourg
Available soon
Available
Tax Global Control - Client Operations department
RBC Investor and Treasury Services
2015
to 2016
Esch-sur-Alzette
Luxembourg
- Project Management :
- Migration of tax reclaim process from one organization to another;
- Preparation of procedures in order to facilitate the implementation of a new tax reclaim process.
- Migration of tax reclaim process from one organization to another;
- Collection of all legal required documents for the preparation of tax reclaim files (i.e. power of attorney, certificat of residence, BLS extract,..).
- Preparation of tax reclaims for Swiss funds investing in various countries.
Senior Tax Consultant in Cross Border Tax - M&A department
Deloitte Tax & Consulting
2013
to 2015
Full-time
Luxembourg
Luxembourg
- Tax due diligence on target entities or target assets in order to assess risk of tax exposures.
- Tax structuring advices on various range of transactions.
- Tax review of legal supporting documentation to ensure consistency with tax structuring and due diligence advice.
- Preparation of all documents requested by the Luxembourg Tax Authorities.
- Tax returns and tax provisions of luxembourgish entities.
- AML and KYC checks to ensure the consistency of a new client.
- Team coaching.
Junior Tax Consultant in Cross Border Tax - M&A department
Deloitte Tax & Consulting
2011
to 2013
Full-time
Luxembourg
Luxembourg
- Tax due diligence on target entities or target assets in order to assess risk of tax exposures.
- Tax structuring advices on various range of transactions.
- Tax review of legal supporting documentation to ensure consistency with tax structuring and due diligence advice.
- Preparation of all documents requested by the Luxembourg Tax Authorities.
- Tax returns and tax provisions of luxembourgish entities.
- AML and KYC checks to ensure the consistency of a new client.
Internship
Chambre de Commerce Belgo-Italienne
September 2010
to November 2010
Internship
Brussels
Belgium
- Suppliers network management.
- Organization of events to promote Italian companies in Belgium.
Managing Director
Les jeunes entreprises
February 2003
to February 2004
Student Project
Liège
Belgium
- Skills development on various topics : group management, marketing, accounting , finance, human resources ...
- Interdisciplinarity.
- Sense of creativity and innovation.
- Project management methodology.
Exam covering several topics :
- Investment Funds;
- Back-office roles and operations;
- General accounting;
- National and International agreements;
- Bank accountant and payement services;
- Ethical framework;
- Banking activities;
- Bonds;
- Shares;
- Loan to retail clients.
Cycle A : fiscalité des ménages
Luxembourg School for Commerce et société de comptabilité
2012
to 2013
Direct and indirect taxation.
Master degree in Business Management (Section Finance and Control)
HEC - Management School of University of Liège
2009
to 2011
- Belgian and international taxation for corporate entities;
- Commercial law;
- Internal auditing;
- Accounting and tax;
-...
Bachelor degree in International Management
HEC - Management School of University of Liège
2004
to 2009
- General accounting;
- Commercial law;
- Financial markets;
- International marketing;
-...
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French
Expert
-
English
Good
-
Italian
Intermediate
-
Spanish
Notions
-
MS Office (Word, Excel, Powerpoint, Visio,...)
Expert
-
Focus / BLS
Good
-
WEBI application
Good
-
Citrix
Good
-
Photoshop / HTML
Good
