Expériences — Stéphanie Bertini

Resume created on DoYouBuzz

Experiences

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.
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.

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.

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.

Skills development on various topics : group management, marketing, accounting , finance, human resources ...
Interdisciplinarity.
Sense of creativity and innovation.
Project management methodology.

Stéphanie Bertini