Andre Phosarath
About Andre Phosarath
Andre Phosarath is a Client Tax Analyst at UBS, where he has worked since 2018. He holds a Bachelor's degree in Business Administration from the University of Tennessee-Knoxville and has experience in accounting and administrative roles.
Work at UBS
Currently, Andre Phosarath serves as a Client Tax Analyst at UBS in Nashville. He has held this position since 2018, accumulating six years of experience in the role. His responsibilities include performing quality control testing of various IRS forms, such as 1099, 990-T, 871M, FATCA, and 1042-S, for over one million UBS Wealth Management clients. He validates client information against firm source records and statements, ensuring accuracy in reporting. Additionally, he supports the team in reconciling tax withheld from clients and paid to IRS and state taxing authorities.
Previous Work Experience
Before joining UBS, Andre Phosarath gained diverse experience in various roles. He worked as an Accounting Intern at Random Acts of Flowers for two months in 2017 in the Knoxville, Tennessee area. In 2018, he served as an Administrative Assistant at ACTS Fleet Maintenance, Inc. for two months. Additionally, he worked as a Driver at Insomnia Cookies from 2014 to 2017, totaling three years in that position, also in the Knoxville area.
Education and Expertise
Andre Phosarath studied at the University of Tennessee-Knoxville, where he earned a Bachelor of Science in Business Administration with a focus on Accounting and Business Management, as well as Chemistry, from 2012 to 2016. He also has a collateral in Supply Chain Management alongside his major in Accounting. His educational background provides a strong foundation for his work in tax analysis and client management.
Skills and Responsibilities
In his role as a Client Tax Analyst, Andre Phosarath performs several key functions. He reconciles investment income and proceeds to ensure accurate reporting on 1099 forms. He develops and maintains tracking spreadsheets and tax season runbook logs, which assist in managing workflows during peak periods. Additionally, he reviews and recommends updates to standard operating procedures based on current file layouts and updated taxing authority reporting instructions. His collaborative efforts with internal teams and vendors ensure timely and accurate reporting.
Interest in Blockchain Technology
Andre Phosarath has developed an interest in blockchain technology. This emerging field has gained attention for its potential to transform various industries, including finance and accounting. His interest in blockchain may complement his work in tax analysis and client management, as the technology continues to evolve and impact financial reporting and compliance.