Stephen Beal
Tax Manager at Hood & Strong, LLP- Claim this Profile
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English Native or bilingual proficiency
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French Elementary proficiency
Topline Score
Bio
Credentials
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Certified Public Accountant
California Board of AccountancyJan, 2015- Nov, 2024
Experience
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Hood & Strong, LLP
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United States
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Accounting
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1 - 100 Employee
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Tax Manager
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Aug 2013 - Present
• Accurately analyzes client provided data and/or financial statement information • Prepares relevant, accurate and properly referenced workpapers using the prior year as a guide • Prepares tax return based on workpapers • Performs a final check of tax return/project before supervisor's review • Understands the tax law applicable to the tax return/project • Regularly communicates with the supervisor regarding status of assigned work • Recognizes an unusual or significant issue and relays this information to the supervisor in a timely manner • Promptly responds to client or supervisor requests and coordinates follow-thru • Completes the assignment within budget or discusses departures from budget before overruns occur • Skillfully uses technology, e.g. ProSystem Global fx, other relevant tax software, Caseware, etc. to get the work done as efficiently as possible • Competently uses secondary tax resources, e.g. IRS publications, tax guides, IRS form instructions, etc. Show less
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Accountant / Office Manager
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Jun 2008 - Aug 2013
•Real-Estate Property Management and Agricultural Functions: - Full accounts payable cycle - managing vendor accounts, reconciliations, recording expenses, matching invoices, expense reports and generating weekly checks while timely and accurately processing daily invoices. - Full accounts receivable cycle – cash application, posting payments to tenant accounts, monitoring A/R aging balances and working closely to resolve balance disputes. - Provide service and support for invoicing, collections and account inquiries. - Prepared bank reconciliations and investigate any deviations. - Compile daily deposits, $15,000,000 annually. - Prepared annual company accounts and reports, tax schedules, 1099 forms. - Generated monthly cash flow projections and provide recommendations to senior management for possible cash distributions or loan pay down. - Analyzed leases to reconcile tenant discrepancies. - Maintained and cross-referenced harvest tracking logs, reconcile and track truck loads from orchards, through processing, to marketing handlers. - Review budgeted expenses and investigated variances, prepare monthly variance analysis reports. •Stock Portfolio Management: - Fiduciary responsibility for a $4,000,000 stock portfolio, i.e. execution of daily trades. Show less
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Event Coordinator
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Feb 2008 - May 2010
- Liaison between the facility and the event staff. - Set-up facilities for up to 250 people and supervised a smooth flow of the event. - Coordinated video and sound requests as needed. - Liaison between the facility and the event staff. - Set-up facilities for up to 250 people and supervised a smooth flow of the event. - Coordinated video and sound requests as needed.
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Thrivent
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United States
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Financial Services
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700 & Above Employee
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Financial Associate
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Jun 2007 - Jan 2008
- Developed financial analysis for clients. - Prepared and analyzed client investment schedules while managing funds within set parameters. - Resolved customer questions and concerns. - Developed financial analysis for clients. - Prepared and analyzed client investment schedules while managing funds within set parameters. - Resolved customer questions and concerns.
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Education
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UC Davis
Bachelor of Science (B.S.), Managerial Economics