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Jessalyn Dean

Dune Consultants
Principal Consultant
jessalyn@duneconsultants.com
+31 618 999 846

Dune
Jessalyn launched Dune Consultants in 2021 offering consulting in global tax information and withholding issues including FATCA, CRS, Forms W-9/W-8, Forms 1099/1042-S withholding & reporting, Qualified Intermediary, DAC7, DAC8, and more tax transparency topics. She assists financial institutions and gig platforms with account holder/payee due diligence and remediation, written policy/procedure development, process improvements/automation, documentation enhancements, global training development/delivery, and annual reporting compliance. Her experience covers banking, asset management, custodians, other financial services, tech companies, and more while she was a Senior Manager with PwC in the United States, Ireland, and the Netherlands. In addition, she previously managed in-house global tax information reporting, withholding, FATCA, and CRS compliance for OppenheimerFunds in the United States (now part of Invesco). Jessalyn currently lives in Amsterdam, The Netherlands with her two cats and her 1986 Honda 500CX motorcycle.

About Us: Jessalyn launched Dune Consultants in 2021 offering consulting in global tax information and withholding issues including FATCA, CRS, Forms W-9/W-8, Forms 1099/1042-S withholding & reporting, Qualified Intermediary, DAC7, DAC8, and more tax transparency topics. She assists financial institutions and gig platforms with account holder / payee due diligence and remediation, written policy / procedure development, process improvements / automation, documentation enhancements, global training development / delivery, and annual reporting compliance. Her experience covers banking, asset management, custodians, other financial services, tech companies, and more while she was a Senior Manager with PwC in the United States, Ireland, and the Netherlands. In addition, she previously managed in-house global tax information reporting, withholding, FATCA and CRS compliance for OppenheimerFunds in the United States (now part of Invesco). Jessalyn currently lives in Amsterdam, The Netherlands with her two cats and her 1986 Honda 500CX motorcycle.

Archived Webinars Offered

OPENING A FOREIGN FINANCIAL ACCOUNT

Date RecordedOctober 18, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other