Summary
Overview
Work History
Skills
Education & License
Publications & Volunteer Work
Timeline
Generic

Stephanie Swetland

Georgetown,TX

Summary

Detail-oriented Enrolled Agent with a passion for helping people. Ensuring quality deliverables to clients with top-tier service has been my top priority throughout my public accounting career. I am seeking a dynamic leadership position. In this position, I will add and create value for our team and clients by exercising exemplary professional care, technical expertise, and integrity.

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Overview

14
14
years of professional experience

Work History

Tax Manager

C D Bradshaw & Associates
07.2024 - Current
  • Prepare and review complex tax returns for ultra-high-net-worth individuals. Including federal and state forms for themselves, their businesses, trusts/estates, and gift tax returns.
  • Manage client group and project economics on all department projects, responsible for department success metrics, price new work from partner service lines, service line business development, and department risk mitigation.
  • Manage a team of 10 to include; leading weekly 1:1, lead staff evaluations, prepare people analyzers, lead weekly team huddles, lead weekly leadership team meeting, develop learning paths for team members.
  • Responsible for hiring process for the tax department, training and developing new staff.
  • Responsible for process oversight and implementation to ensure compliance and quality product deliverables are served to clients.
  • Maintain relationships with ultra-high-net-worth clients and their related parties by providing and ensuring quality, timely, professional service.

Tax Manager

DePauw Johnson Tax & Financial Services
01.2021 - 07.2024
  • Perform comprehensive tax return reviews for individual, pass-through, and corporate entities for state and federal tax returns.
  • Manage deadlines and project expectations.
  • Advise clients on tax implications, tax planning strategies, and best practices.
  • Manage client group and project economics.
  • Provide representation services for taxing authority correspondence and assist clients with becoming and remaining compliant.
  • Maintain client relationships by providing high-quality customer service to high-net-worth individuals and related parties.
  • Classified assets correctly to properly account for depreciation on routine filings.
  • Identified impactful regulations and incorporated changes to comply with new requirements.
  • Oversaw team of 9 tax preparers handling over 975 submissions per year.
  • Handled business clients' requirements in special areas such as franchise taxation and federal highway use taxes.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
  • Researched and analyzed tax developments and applications to specific business situations.

Senior Tax & Forensic Associate

Shilts CPA, PLLC
01.2018 - 01.2021
  • Preparation of periodic and yearend financial statements for a variety of clients.
  • Taxing authority representation includes large balance federal payroll audits.
  • Oversee team of 7-10 Staff .
  • Staff capacity planning, staff performance evaluations, and project planning.
  • Review personal, business, sales, and payroll tax returns.
  • Review G/L's, perform compilation and review procedures of small to medium size businesses.
  • Support the litigation support and forensic side of the firm with financial spreads, assist with business valuations, and perform tax analysis.
  • Tax planning and preparation and review, individual, pass-through, and corporate.
  • Prepare expert witness reports and supporting schedules for civil and criminal matters.

Staff Associate

Parks, De Filippo & Associates
11.2017 - 08.2018
  • Variety of transactional accounting functions for a variety of clients (restaurants, real estate agents, developers, drop shipping, executive airlines etc.). Including all bookkeeping and payroll functions.
  • Preparation of individual, pass-through, and corporate federal and state returns.
  • Preparation of sales and excise tax returns to include passenger by air and highway fuel taxes.
  • Calculated tax owed, prepared, and submitted returns and upheld compliance with all applicable laws.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.

Staff Associate/Senior Associate

Mike Huckins CPA
08.2011 - 11.2017
  • Prepare individual and pass through entity tax returns.
  • Transactional bookkeeping and reconciliations.
  • Manage A/R & A/P for multiple clients.
  • Prepare sales and use tax returns.
  • Process payroll and prepare payroll tax forms.

Skills

  • Tax Advisory & Planning
  • Tax Representation
  • Problem-Solving
  • Attention to Detail
  • Quality Customer Service
  • Microsoft Office Suite: Excel, Outlook, Word, PowerPoint, Teams, Onenote
  • Intuit Product (Lacerte, ProConnect, ProSeries, QuickBooks Online & Desktop)
  • Thomson Reuters Products: SurePrep, SafeSend, UtlraTax)
  • CCH Products: Axcess Practice Management, Axcess Tax, Fixed Assets, Pfx Engagement
  • Other Software: Karbon, OfficeTools Workspace, Computerease

Education & License

  • Enrolled Agent Credential, 11/22/17
  • M.S Acc, Western Governor's University, 09/01/26
  • B.S.Acc, Western Governor's University, 05/01/21
  • Associate of Science in Accounting & Associate of Arts, Palm Beach State College, 05/01/17
  • High School Diploma, William T. Dwyer High School, 05/01/08

Publications & Volunteer Work

  • Director of Accounting, Ambleside School of Ocala, 01/01/21 - 05/31/2024
  • Treasurer, League of Deciphers Literacy Initiative, Inc., 01/01/22 - 12/31/23
  • Treasurer, Inner City Innovators, Inc., 01/01/16 - 12/31/21
  • Co-Author, COVID & Divorce-Dealing with Financial Uncertainty in Marital 'Portfolios', The National Association of Valuation Analysts in 'The Value Examiner'

Timeline

Tax Manager

C D Bradshaw & Associates
07.2024 - Current

Tax Manager

DePauw Johnson Tax & Financial Services
01.2021 - 07.2024

Senior Tax & Forensic Associate

Shilts CPA, PLLC
01.2018 - 01.2021

Staff Associate

Parks, De Filippo & Associates
11.2017 - 08.2018

Staff Associate/Senior Associate

Mike Huckins CPA
08.2011 - 11.2017

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Stephanie Swetland