Zachary Rowe
Tax Sme Manager - Information Reporting @Taxbit
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WORK HISTORY
Tax Sme Manager - Information Reporting @Taxbit
Brooklyn, NY, US
EDUCATION
Wake Forest University School of Business
Bachelor of Science (B.S.), Finance
SKILLS
ABOUT ZACHARY ROWE
In May of 2016, I graduated from Wake Forest University with a Bachelor\'s Degree in Finance. After enjoying my time interning with PriceWaterhouseCoopers in Manhattan in the summer of 2015, I decided to join them as a full-time Associate in 2016. In the summer of 2018, I was promoted to Senior Associate. I moved over to TaxBit as a SME Manager in May of 2022. I spent a majority of my time at PwC in their Financial Markets practice, focusing on Global Information Reporting issues for asset management firms, technology companies, and other banks / financial institutions to ensure end-to-end compliance with chapters 3, 4, and 61 and the Common Reporting Standard (CRS). I’m joining TaxBit to assist in providing services related to and automating certain tax information reporting functions. I have experience with tax and regulatory consulting, with a background in data analytics and technology. I’ve developed and maintained multi-year growth models to assist senior management in making decisions regarding hiring, staffing, budgeting. I’ve also helped design and implement an internal tool to automate the review of account onboarding documents. I have strong project management skills, with experience leading local/remote teammates in several jurisdictions and balancing the needs of various stakeholders.
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