lauren S

International Tax Compliance Specialist | Foreign-Owned US LLC Expert

Fidelity Investments

Feb 2022 - Present • 4 yrs 3 mos

ounder & Lead Tax Consultant |fidelity investment tax Remote / International | Jan 2024 – Present Role Overview: Directing a specialized tax consultancy focused on US Federal tax compliance for non-resident business owners. Managing the full lifecycle of IRS reporting for Foreign-Owned Single-Member LLCs to ensure 100% regulatory adherence. Key Responsibilities: Compliance Management: Preparing and filing IRS Form 5472 and Pro Forma 1120 for disregarded entities across all 50 states (specializing in WY and DE). Risk Analysis: Conducting detailed audits of client "Reportable Transactions" to identify potential filing triggers and prevent automated penalties. Workflow Automation: Developing custom CRM sequences and technical workflows to streamline document collection and filing receipts for global clients. Advisory: Providing strategic consultation on EIN acquisition, physical presence rules, and treaty-based reporting requirements. 🏆 Key Achievements Instead of just listing tasks, these achievements prove your value to a recruiter or a client. Zero-Penalty Record: Successfully managed [Number, e.g., 100+] IRS filings with a 100% acceptance rate, protecting clients from over $2.5M in potential aggregate penalties. Operational Efficiency: Reduced average filing turnaround time by 40% (from 5 days to 48-72 hours) through the implementation of automated data-gathering tools and screen-recorded client onboarding. Market Expansion: Scaled a micro-niche service into a consistent high-growth gig, maintaining a [e.g., 4.9/5.0] star rating across professional platforms. Complex Troubleshooting: Resolved high-risk "late-filing" scenarios for international clients, successfully navigating IRS correspondence to mitigate back-dated fines. Process Documentation: Created a comprehensive library of video-based technical guides for clients, reducing onboarding support queries by 60%.