STEPHEN BAGBY
Upper Marlboro,USA
Summary
Tax professional with robust background in tax compliance, audit management, and financial reporting. Adept at streamlining processes, improving accuracy, and ensuring regulatory adherence. Strong focus on team collaboration and driving impactful results, adapting swiftly to changing needs. Proven skills in leadership, problem-solving, and communication make for reliable and effective contributor in any setting.
Overview
10
10
years of professional experience
Work History
Tax Supervisor
CBIZ
05.2022 - Current
- Developed comprehensive tax strategies for clients, optimizing deductions and credits while minimizing liabilities.
- Provided expert advice on federal, state, and local tax laws to help clients make informed business decisions.
- Collaborated with cross-functional teams to gather crucial information for accurate tax reporting and strategy development.
- Reviewing moderately complex tax returns prepared by others, identifying issues, errors, omission and planning opportunities.
- Completing research on highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions in the circumstances.
Senior Tax Accountant
BDO USA, LLP
07.2021 - 05.2022
- Assisted partners and senior managers with private equity analysis, completed in-depth research into tax issues affecting high net worth client activities to offer expert advice and accurately prepare submissions.
- Serve as a main point-of-contact with BDO's external partner, RISE, on a weekly basis to stay up to date with progress of client engagement workflows.
- Organize incoming tax documents and provide instructions for staff to prepare tax work papers and tax returns in the accounting software.
- Conduct initial detailed review of any engagement work papers prepared by staff before passing along for further review.
- Manage due date tracker list for current engagements while conducting weekly meetings with the Senior Managers.
Experienced Tax Associate II
CohnReznick, LLP
03.2019 - 07.2021
- Coordinated the day-to-day preparation and gathering of information for client tax returns. Gather any necessary documents provided during communications with the client or auditors, reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Determine budget hours for work assignments, facilitating ways for the team to work together in a proactive manner to meet deadlines and is aware of the status of all jobs assigned, planning and monitoring work from start to completion.
- Perform complex tax analysis while having the awareness of professional standard changes affecting core tax technical areas. Identify and self-resolve issues in standard tax procedures.
- Identify areas for improvement in tax preparation, realization, and client communication, contributing to increased efficiency/profitability of work assignments. Present status reports to managers on a bi-weekly basis.
Staff Accountant
National Association of Housing and Redevelopment Officials
07.2017 - 03.2019
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Staff Tax Accountant
Dixon Hughes Goodman
06.2015 - 06.2017
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Education
MBA - Finance
University of Maryland
College Park, MD08.2019
Bachelor of Science - Accounting
Morgan State University
Baltimore05.2013
Skills
- Integrity and trustworthiness
- Team leadership
- Federal and state tax returns
- Continuous learning attitude
- Tax software mastery
- Verbal and written communication
- Critical thinking aptitude
- Tax advisory services
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Bookkeeping
Accounting Skills
- Detail Oriented Tax Return Review/Analysis
- Financial Statement Analysis
- Tax Accounting
- General Ledger (GL) Accounting
- Budget Forecasting
- Quality Control
- Tax Forms: 1040, 1120, 1120S, 1065, 990, 990-T, 990-PF, 941, 5471, 926
- Account Reconciliation
- K-1 Data Analysis
- Payroll Manager
- Billing Analysis
- Research and Editing/Proofing Documents
- Federal Tax Compliance
- CCH Axcess Tax
- CCH Engagement
- GoSystems RS Tax
- GoFileRoom
- Microsoft Dynamics Great Plains
- Microsoft Dynamics Management Reporter
- Personify 360
- Personify 360 Data Analyzer
- Super Forms
- IntelliForms
- Peachtree Software
- SalesForce
Timeline
Tax Supervisor
CBIZ
05.2022 - Current
Senior Tax Accountant
BDO USA, LLP
07.2021 - 05.2022
Experienced Tax Associate II
CohnReznick, LLP
03.2019 - 07.2021
Staff Accountant
National Association of Housing and Redevelopment Officials
07.2017 - 03.2019
Staff Tax Accountant
Dixon Hughes Goodman
06.2015 - 06.2017
MBA - Finance
University of Maryland
Bachelor of Science - Accounting
Morgan State University
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