Steven A. McGrath, CPA
Tax SME Manager at TaxBit- Claim this Profile
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Bio
Experience
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TaxBit
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United States
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Software Development
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100 - 200 Employee
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Tax SME Manager
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Oct 2021 - Present
Utah, United States
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PwC
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Professional Services
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700 & Above Employee
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Senior Tax Associate
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Jul 2020 - Oct 2021
Washington, District of Columbia, United States
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Tax Associate
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Oct 2017 - Jul 2020
Washington, District Of Columbia
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Brigham Young University
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United States
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Higher Education
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700 & Above Employee
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Office of Technology Transfer - Accounting Specialist
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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
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PwC
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Professional Services
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700 & Above Employee
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Intern at PwC - Financial Markets
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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
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Legends Real Estate Ocean Front
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United States
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Real Estate
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1 - 100 Employee
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Maintenance
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Oct 2014 - May 2015
Provo, Utah Area
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Prosper Healthcare Lending
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United States
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Financial Services
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1 - 100 Employee
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Intern
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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.
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Brigham Young University
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United States
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Higher Education
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700 & Above Employee
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Advisement Center Secretary
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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
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Vivint
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United States
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Computers and Electronics Manufacturing
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700 & Above Employee
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Sales Representative
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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
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The Church of Jesus Christ of Latter-day Saints
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United States
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Religious Institutions
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700 & Above Employee
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Volunteer Representative
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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
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Education
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Brigham Young University
Master's Degree, Accounting -
Brigham Young University
Bachelor's degree, Accounting -
Davis High School