Stephanie Stephan, CPA

New York / Remote Office

Stephanie's Tax Experience

Snapshot and Years of Experience

Stephanie Stephan has over 15 years of Federal, state and international tax accounting, tax compliance, audit defense, and project management experience.  Stephanie has served in a variety of capacities in industry and Big 4, including Tax Director of a global publicly traded company.

Tax Leadership as a Director

  • Management and direction of all aspects of tax accounting, compliance, and audit defense for Federal, state, and international income tax

Tax Accounting

  • Management and review of annual and interim global tax provision process
  • Preparation of tax footnotes, disclosures, and internal controls
  • Tax reserve analysis and documentation of uncertain tax positions
  • Reconciliation of tax accounts and deferred taxes reconciliations
  • Preparation, review and automation of foreign tax provisions
  • Preparation of carve-out financial statements

Tax Compliance

  • Preparation and review of Federal and state corporate income tax returns
  • Creation of tax compliance processes and automation
  • Preparation and review of forms 5471, 5472, and 8858
  • Preparation and review of automated tax compliance work-papers and documentation

Federal & State Tax Audits

  • Management of IRS CAP program
  • Management of the document request process
  • Evaluation and negotiation of settlement options

Tax Planning and Project Management

  • Domestic and global corporate reorganizations
  • Review of global transfer pricing
  • Oversaw sales and use tax process
  • Implementation of SOX processes and controls

Tax Technology Experience

  • ONESOURCE Income Tax
  • GoSystem
  • FAS
  • BNA Fixed Asset software
  • SAP
  • TM1
  • BPC
  • Microsoft Dynamics AX
  • SharePoint
  • Limited Power BI

Previous Work Experience

  • Nu Skin Enterprises Inc.
  • Sorenson Communications
  • Huntsman Corporation
  • Ernst & Young

Degrees

  • Brigham Young University,
    Master of Accounting
  • Brigham Young University,
    Bachelor of Science, Accounting
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