Stephen is a managing director in the Customer Tax Operations and Reporting Services practice at Ernst & Young LLP with over 35 years of experience in the financial services industry.
Prior to joining EY, Stephen was a tax control executive in global banking and markets at an American multinational investment bank, focusing on tax compliance control framework and responsible for all tax documentation validation and monitoring processes. Stephen established a new function to ensure compliance with US and non-US withholding and reporting obligations, and global customer tax information reporting under FATCA, IGA and CRS regulations.
Stephen is a Certified Public Accountant and holds a Bachelor of Business Administration in Accounting from St. Bonaventure University.
How Stephen is building a better working world
“I am building a better working world by bringing energy, passion and drive, and engaging individuals with diverse skills and views to achieve desired change in people, process and technology in order to improve user and customer experience. I believe the key to transforming any financial or operational processes is a clear understanding of the data transformation requirements with well-designed, integrated workflow tools.”