Monika Malik

Currently working as tax and reporting officer with a demonstrated history of working with financial services core systems being focus on:

• quality, standards, and attention to detail
• running foreign tax ‘events’,
• co-ordinate resources and communication with internal/external clients,
• liaise with IRS for 1042/1099 reporting and with ATO for FATCA/CRS reporting,
• create/maintain documentation on internal procedures/processes
• provide training to team(s) on various tax related tasks.
• review ATO guidelines and raising demand item for system changes
• liaise with various developers/teams for process designs and implementations tasks and ensuring all reporting requirements are met.

Previous Responsibilities, while I was working in SA Office

• maintaining foreign tax calendar
• Co-ordinate and participate in balancing registered holding/underlying beneficial holders in preparation for payment.
• Ensure effective one on ones carried out monthly, along with team meetings and effective communication of relevant information both up and down in the organisation
• driving the team members and ensuring they are adequately skilled and able to assist tasks; driving efficiencies in our people management, and facilitating succession planning.
• Ensure other parts of the business have the knowledge to comply with Foreign Tax requirements
• Participate where required for major/strategic client actions
• Participate in monthly global conference calls and follow up on action items
• Undertake departmental projects in support of team strategy in discussion with other departments
• Driving quality improvements by assessing trends, involved in policy reviews and improve our overall customer experience

• Handling calls, emailing, administrative work, minutes, conferences and using all associated software programs – excel, adobe, word, power-point, outlook, CDs writer, scanner, fax, PDF converter and photoshop..
• Screening and processing research applications on data base, SAEs, annual reviews/reports, extensions, agenda, insurance, and approval letters as per the national statement guidelines.
• Taking care of in –out mail, dispatch, invoicing, travel bookings and stationery.
• Active communication with different members of the Ethics Committee team including Chair, Deputy Chairs, team members or associated service support members’ e.g. IT team, Registrar, Catering etc

• Outbound calls to Telstra’s existing customers
• Introducing, selling & amending their services including home-phones, mobile-plans and broadband.
• Cold-called leads and closed large number of new sales over several months.
• Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
• Attended advanced training sessions and conferences to increase product knowledge and productivity.
• Organized sales paperwork, presented proposals and finalized contracts.
• Increased sales by offering consultation on products and services and applying customer service and upselling techniques.