Steven A. McGrath, CPA

Tax SME Manager at TaxBit
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Contact Information
us****@****om
(386) 825-5501
Location
Draper, Utah, United States, US

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Experience

    • United States
    • Software Development
    • 100 - 200 Employee
    • Tax SME Manager
      • Oct 2021 - Present

      Utah, United States

    • Professional Services
    • 700 & Above Employee
    • Senior Tax Associate
      • Jul 2020 - Oct 2021

      Washington, District of Columbia, United States

    • Tax Associate
      • Oct 2017 - Jul 2020

      Washington, District Of Columbia

    • United States
    • Higher Education
    • 700 & Above Employee
    • Office of Technology Transfer - Accounting Specialist
      • May 2015 - Apr 2017

      Provo, Utah Area • Developed and implemented VBA system to automate AR/AP process; reduced human error and eliminated hours of manual work • Integral part of planning and implementation team to transition from Access Database to SAS • Responsible for reconciling office database to university database, in preparation for internal audit • Handle payment of $25,000+ in legal bills weekly

    • Professional Services
    • 700 & Above Employee
    • Intern at PwC - Financial Markets
      • Jun 2016 - Aug 2016

      Washington D.C. Metro Area • Prepared and reviewed information included in FATCA filings for multiple jurisdictions • Helped prepare tax estimates for PFIC Portfolios

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Maintenance
      • Oct 2014 - May 2015

      Provo, Utah Area

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Jan 2014 - Apr 2014

      Provo, Utah Area • Researched and analyzed potential key market partnerships; evaluated against a team-generated matrix • Proposed most profitable opportunities to top management through presentation and report • Coordinated bi-weekly meetings with CEO and other management to present findings.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Advisement Center Secretary
      • Jul 2013 - Apr 2014

      Provo, Utah Area • Resolved concerns and questions of 50+ students and parents each shift • Maintained professional demeanor while communicating with disgruntled individuals • Improved efficiency and accuracy of data analysis by creating excel worksheets to compile data used in the office, reducing human error and saving time

    • United States
    • Computers and Electronics Manufacturing
    • 700 & Above Employee
    • Sales Representative
      • May 2013 - Mar 2014

      Lexington, Kentucky Area • Sourced potential customers daily through individual efforts; followed up with existing customers to resolve concerns • Effectively articulated benefits of company products and services while discerning the needs of the customer • Sold $75,000+ worth of contracts in an eight-week period while working in Kentucky and Indiana

    • United States
    • Religious Institutions
    • 700 & Above Employee
    • Volunteer Representative
      • Nov 2010 - Nov 2012

      Madrid, Spain I served as a volunteer representative to Madrid, Spain for the Church of Jesus Christ of Latter-day Saints. During this time I learned and became proficient in Spanish; interacting and speaking with 100+ people daily. • Conducted monthly/weekly leadership meetings and trained 40+ volunteers to improve specific performance key indicators; training topics also included teamwork, preparation, planning, goal setting, and personal development • Maintained a 80+ hour work week for two… Show more I served as a volunteer representative to Madrid, Spain for the Church of Jesus Christ of Latter-day Saints. During this time I learned and became proficient in Spanish; interacting and speaking with 100+ people daily. • Conducted monthly/weekly leadership meetings and trained 40+ volunteers to improve specific performance key indicators; training topics also included teamwork, preparation, planning, goal setting, and personal development • Maintained a 80+ hour work week for two consecutive years, including 15 hours of self-guided Spanish language study Show less

Education

  • Brigham Young University
    Master's Degree, Accounting
    2013 - 2017
  • Brigham Young University
    Bachelor's degree, Accounting
    2013 - 2017
  • Davis High School
    2007 - 2010

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