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