Associate Datamatics Global Services Tax Restructuring Team Internship High Net Worth Individuals HNWI Livonia and Michigan

In this role, I contribute to Datamatics' Tax Restructuring initiative for High Net Worth Individuals (HNWI), where I lead data-driven analytics to optimize client portfolios. My key contributions include building customized dashboards that track real-time tax liabilities, asset distributions, and restructuring scenarios to maximize post-tax returns. Collaborating with cross-functional teams, I design predictive financial models that identify restructuring opportunities aligned with regulatory compliance and client goals.

I spearheaded a major initiative to implement automated reporting frameworks that reduced tax planning analysis time by 40%, allowing the HNWI advisory team to focus on strategic decision-making. I integrated APIs for data extraction from multiple financial platforms, ensuring seamless synchronization across assets and liability management tools. Additionally, I developed visualizations to convey complex insights to clients, enabling them to make informed decisions regarding tax-efficient investments and estate planning.

Through this project, I refined key skills in stakeholder communication, cross-border compliance, and regulatory reporting, enhancing Datamatics' capacity to provide holistic, data-informed client advisory services. My efforts directly contributed to securing new client accounts and improving client retention by delivering customized tax restructuring strategies that met unique wealth preservation needs.

Key Achievements:

Developed and deployed an agile-project-management-based solution for anomaly detection in financial transactions, enhancing data integrity and compliance oversight.
Reduced manual data consolidation processing time by 50% through strategic reconciliations and utilizing cloud-based data systems such as CCH Axcess.
Presented quarterly data insights to executive leadership, earning recognition for exceptional analytical support in client restructuring cases.

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