Tamás Erdey

Responsible for the preparation of Hungarian personal income tax returns for globally mobile employees of multinational companies, often with multiple sources of private income from various jurisdictions. Provided end-to-end advisory services on personal income tax, social security, and social contribution tax, including guidance on employer share plans, market entry into Hungary, and global employer analysis.

Key responsibilities and achievements:

• Prepared and reviewed local tax returns, quarterly tax advance calculations, and payment instructions for individuals and businesses, ensuring full compliance with deadlines.
• Conducted tax equalization calculations and reviewed policies for corporate clients.
• Advised clients on complex tax and social security matters, including during audits—successfully minimizing penalties and liabilities.
• Interviewed clients to clarify income sources, deductions, and allowances.
• Liaised with Hungarian authorities (NAV, Ministry of Finance) to obtain official position statements in complex tax cases.
• Streamlined the tax return preparation process, improving efficiency and accuracy.
• Collaborated with the marketing team on employer branding and social media campaigns.
• Delivered financial literacy seminars in high schools through a partnership with OTP Fáy András Alapítvány.

Responsible for supporting the business-side development of a universal customer service portal designed for front desk employees of OTP Bank and its multinational subsidiaries, using an agile work methodology. Conducting competitor research to support the creation of new retail banking offerings (e.g., premium plans) for OTP Bank clients.

Key responsibilities and tasks included:

• Coordinating with OTP Bank teams in Hungary, Romania, Ukraine, and Serbia.
• Conducting internal testing sessions of the customer service portal.
• Analyzing feedback from front desk employees and recommending functional improvements.
• Preparing reports and targeted customer lists for presentation to senior management.