STEPHANIE M. BRISCOE
Washington,DC
Summary
Seasoned Mastor Tax Advisor and Bookkeeper with a proven track record at SMB Tax & Consulting Services, adept in financial analysis and tax compliance. Excelled in optimizing tax liabilities and fostering client relationships, showcasing unparalleled tax law knowledge and leadership in staff development. Demonstrated excellence in corporate tax preparation and strategic financial planning.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Mastor Tax Advisor and Bookkeeper
SMB Tax & Consulting Services
Washington, DC
2018 - Current
- Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
- Assisted in the preparation of complex tax returns for individuals, businesses, and trusts.
- Reviewed financial statements to determine accuracy of reported income and expenses.
- Prepared quarterly estimated tax payments for business owners and high net worth individuals.
- Analyzed client's financial information to ensure compliance with federal, state, and local regulations.
- Researched current legislation related to taxation changes or new laws that could affect clients' taxes.
- Advised on various international taxation issues associated with foreign accounts or transactions.
- Conducted audits of individual taxpayers as well as small businesses in order to verify accuracy of reporting.
- Drafted letters responding to notices received from taxing authorities concerning discrepancies found in filings.
- Participated in continuing education programs related to taxation matters in order to stay abreast of changing laws.
- Assisted clients with estate planning needs including succession planning and trust formation.
Senior Tax Analyst & Mulit Office Leader
H&r Block
Washington, DC
2012 - 2022
- Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
- Prepared corporate income tax returns for multiple entities, including consolidated returns.
- Reviewed and analyzed financial statements to determine tax liabilities.
- Prepared briefs, sought out records and produced documentation in support of court cases.
- Conducted independent field audits and investigations of income tax returns to verify information provided.
- Examined accounting systems and records to determine appropriateness of methods and controls.
Patient Service Specialist
Select Medical Group
Arlington , VA
2021 - 2023
- Provided assistance with completing paperwork, such as insurance forms and medical history.
- Performed administrative tasks such as filing, faxing documents, copying materials, and other clerical duties as needed.
- Applied HIPAA privacy and security regulations while handling patient information.
- Greeted patients upon arrival and verified patient information.
- Scheduled appointments and managed patient records using electronic health record software.
- Assisted with preparing exam rooms for physicians, including stocking supplies and cleaning equipment.
- Processed payments from patients, including cash, check, or credit card transactions.
Lead Certified Nursing Assistant
The Washington Home And Community Hospices
Washington, DC
1999 - 2011
- Assisted nurses in the administering of medications and treatments to patients.
- Provided direct patient care, including bathing, dressing and feeding patients.
- Ensured cleanliness of treatment area by sanitizing equipment between uses.
- Assisted in the development of individualized plans of care for each resident according to physician's orders or nursing assessment results.
- Performed daily rounds to check on residents' health status, comfort level, pain management needs and overall well-being.
- Collected specimens for laboratory testing when required.
- Participated in educational programs related to nursing practices or patient care procedures.
- Responded quickly and calmly in emergency situations.
- Maintained a safe environment for both residents and staff members by following established protocols regarding infection control procedures.
- Guided CNAs to complete work according to state standards, HIPPA requirements and internal practices.
- Upheld infection control and prevention procedures with safe handling and disinfection protocols.
- Maintained accurate records of patient care, condition, progress and concerns.
- Enforced adherence to care and service plans and monitored team compliance with specifications.
Education
Bachelor of Science - Nursing Practice
TRINITY UNIVERSITY
Washington, DC05-2007
Certification in Nursing - Nursing
America's School of Nursing
Arlington, Va05-1999
Associate of Science - Accounting And Finance
Strayer University
Oxon Hill, MDSome College (No Degree) - Financial Forensics And Fraud Investigation
Internal Revenue Services
Various Skills
- Financial analysis
- Tax compliance
- Income documentation
- Corporate tax preparation
- Tax-related research
- Bookkeeping
- Individual returns preparation
- Payroll processing
- Payroll taxes
- Liabilities mitigation
- New business development
- Financial statements expertise
- Staff development
- Quality improvement
- Tax law knowledge
Certification
- Licensed Tax Advisor
- CAA Agent
- Certified Nursing Assistant/ Medical Technician
Languages
English
Full Professional
Spanish
Elementary
References
References available upon request.
Timeline
Mastor Tax Advisor and Bookkeeper
SMB Tax & Consulting Services
2018 - Current
Senior Tax Analyst & Mulit Office Leader
H&r Block
2012 - 2022
Patient Service Specialist
Select Medical Group
2021 - 2023
Lead Certified Nursing Assistant
The Washington Home And Community Hospices
1999 - 2011
Bachelor of Science - Nursing Practice
TRINITY UNIVERSITY
Certification in Nursing - Nursing
America's School of Nursing
Associate of Science - Accounting And Finance
Strayer University
Some College (No Degree) - Financial Forensics And Fraud Investigation
Internal Revenue Services
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