Jason Barrientos

Jason is a efficient worker, who works well with people of all different backgrounds. Works great under pressure with a strong eye for detail, accurate and precise in performing various tasks, strong analytical and problem solving skills. Superb ability to multitask and manage time efficiently. Proficient in Microsoft office (Word, Excel, PowerPoint ,Access).Coachable and able to learn new software and skills if need be.

Wealth Management Tax Analyst at Morgan Stanley

• Processed daily reconciliation and ad hoc financial report reviews to maximize revenue and compliance with tax laws.
• Reconciled 86 accounts in one project to correct over $350k in system computing errors saving the firm $60k in IRS penalty fees, thus helping the firm reach accuracy and cost efficiency goals for the year.
• Found critical error codes in IRS filings that impacted 5,200 accounts saving the firm $25k in IRS penalty fees.
• Reviewed Year End Processing, Monthly and Quarterly Financial Reports, Mass Corrections, IRS filings, and Income Reclasses.
• Assisted Financial Advisors and Senior Managers via meetings, calls and Case Management JIRA tickets. 

Bachelors Degree in Account From Brooklyn College