Stephanie Roth
Belgrade,MT
Summary
Highly reliable and experienced with track record of helping clients improve bottom-line numbers by providing tailored advice, expertise and innovative solutions. Adept in quickly identifying customer needs and designing customized strategies to maximize company performance and profitability. Skilled in analyzing industry trends, competitor activities and market conditions to make timely decisions.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Freelancer
Bloom Financial Group PLLC
Belgrade, MT
08.2017 - Current
- Researched and responded to complex tax notices from various tax authorities
- Prepared and reviewed federal and multi-state individual tax returns utilizing Intuit Lacerte, ProConnect, or other tax preparation software
- Negotiated contracts with clients, ensuring clear communication of project scope and expectations for both parties.
- Researched applicable laws and regulations to ensure guidance provided to clients followed applicable regulation and authority.
- Devised and implemented processes and procedures to streamline operations.
- Developed and maintained strong working relationships with clients, leading to repeat business and referrals.
- Optimized project efficiency by creating and implementing effective task management strategies.
- Managed multiple projects simultaneously while maintaining a high level of attention to detail and organization.
- Educated clients on best practices for their specific industries, helping them achieve better results from our services.
- Improved project outcomes by proactively addressing potential issues and offering creative solutions.
- Stayed current on industry trends by regularly participating in continuing education courses and workshops related to my field of expertise.
- Researched and identified innovative solutions to acquire resources and meet customer needs.
- Developed and maintained user documentation to establish product understanding.
- Monitored and maintained websites and applications to track security vulnerabilities.
- Evaluated customer needs and feedback to drive product and service improvements.
Senior Accountant
Rogoff & Company, PC
Remote
03.2023 - 12.2023
- Prepare individual, partnership, corporate, and non-profit tax returns utilizing CCH Prosystem Tax and Engagement software
- Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
- Gather relevant tax-related information to ensure tax return is accurate
- Analyze client's facts and circumstances to ensure maximum tax benefit is applied
- Research and respond to complex tax notices and information document requests from various tax authorities
- Prepare accounting-related reports through a paperless office environment
- Determine qualified ERC wages, calculate credit, and prepare Form 941-X.
Senior Accountant
McDermott Financial Services PC
Bozeman, MT
06.2022 - 03.2023
- Prepare individual, partnership, and corporate tax returns utilizing Lacerte software
- Comprehensive knowledge of accounting principals, A/P, A/R, payroll, general ledger postings, and taxation issues
- Gather relevant tax-related information to ensure tax return is accurate
- Conduct final review of individual, partnership, and corporate tax returns prepared by others
- Analyze client's facts and circumstances to ensure maximum tax benefit is applied
- Research and respond to complex tax notices and information document requests from various tax authorities
- Prepare abatement requests, requests for Appeals review, tax court petitions, and represent clients before IRS or State Tax Authorities during audit or Appeals process
- Prepare accounting-related reports through a paperless office environment.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
- Strengthened internal controls by reviewing processes, identifying gaps, and proposing improvements to safeguard against fraud or mismanagement of funds.
- Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
- Prepared monthly journal entries and reconciliations.
- Updated general ledger with latest entries
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
Senior Accountant
Anderson Zurmuehlen
Bozeman, MT
11.2019 - 06.2022
- Prepare individual, partnership, and corporate tax returns utilizing CCH Prosystem Tax and Engagement software
- Gather relevant tax-related information to ensure tax return is accurate
- Conduct final review of individual, partnership, and corporate tax returns prepared by others
- Analyze client's facts and circumstances to ensure maximum tax benefit is applied
- Research and respond to complex tax notices and information document requests from various tax authorities
- Prepare abatement requests, requests for Appeals review, tax court petitions, and represent clients before IRS or State Tax Authorities during audit or Appeals process
- Prepare accounting-related reports through a paperless office environment.
Senior Accountant, Tax
Eide Bailly
Elko, NV
06.2018 - 10.2019
- Prepare individual, partnership, and corporate tax returns utilizing CCH Prosystem Tax and Engagement software
- Gather relevant tax-related information to ensure the tax return is accurate
- Conduct the final review of individual, partnership, and corporate tax returns prepared by others
- Analyze the client's facts and circumstances to ensure the maximum tax benefit is applied
- Research and respond to complex tax notices and information document requests from various tax authorities
- Prepare accounting-related reports through a paperless office environment
- With little to no oversight completed special procedure audits of the municipal and justice courts.
Senior Tax Specialist
Internal Revenue Service, IRS
Sacramento, CA
06.2012 - 08.2017
- Planned, conducted, and finalized income tax examinations as well as related investigations of individual and business taxpayers to include sole proprietors, partnerships, and S Corporations
- Utilized indirect methods to determine if an adjustment to gross receipts was warranted
- Examined accounting records, financial information, and bank statements then traced to source documents
- Prepared clear and concise work papers that documented all relevant facts, circumstances, findings, and conclusions related to the audit as well as the analysis performed
- Worked a variety of cases including claim for refunds, non-filers, audit reconsiderations, innocent spouse claims, offer-in-comprise doubt of liability, Taxpayer Advocate Service referrals, amended returns, and preparer penalties
- Conducted field examinations to determine tax return preparer compliance with IRS regulations.
Tax Specialist
Internal Revenue Services, IRS
Sacramento, CA
01.2007 - 06.2012
- Planned, conducted, and finalized income tax examinations as well as related investigations of individual and business taxpayers to include sole proprietors, partnerships, and S Corporations.
Education
Bachelor of Science - Business Administration
National University
San Diego, CA09.2013
Skills
- Project Management
- Leadership Abilities
- Attention to Detail
- Technical Expertise
- Time Management
- Microsoft Office
- Payroll
- Bookkeeping
- Accounts Payable and Receivable
- General Ledger Accounting
- Journal Entries
- Financial Report Writing
- General Ledger Reconciliation
- Bank Reconciliation
- Balance sheet reconciliation
- GAAP
Accomplishments
- Leadership Bozeman, Class 34
Certification
- Enrolled Agent, issued 08/31/2017
Timeline
Senior Accountant
Rogoff & Company, PC
03.2023 - 12.2023
Senior Accountant
McDermott Financial Services PC
06.2022 - 03.2023
Senior Accountant
Anderson Zurmuehlen
11.2019 - 06.2022
Senior Accountant, Tax
Eide Bailly
06.2018 - 10.2019
Freelancer
Bloom Financial Group PLLC
08.2017 - Current
Senior Tax Specialist
Internal Revenue Service, IRS
06.2012 - 08.2017
Tax Specialist
Internal Revenue Services, IRS
01.2007 - 06.2012
Bachelor of Science - Business Administration
National University