Agent Manager

Stephanie McMahon

Charlotte, NC ***** Telephone: 917-***-**** Email: *********.***********@*****.***

Education

Master of Science in Accounting – January 2004 – Long Island University

Bachelor of Science in Accounting – January 2004 – Long Island University

Licenses

Enrolled Agent License pending – anticipated for December 2017.

Experience

Team Manager - Internal Revenue Service, Large Business and International Division, May 2015 – July 2017

Reviewed and assigned tax returns of large complex entities with assets between $10 million and $150 and gross receipts between $20 million and $250 million

Supported and assisted revenue agents with risk analyses, information document requests, applying GAAP, auditing procedures, and accounting principles/practices in the review of taxpayer's books, records, and returns

Determined tax audit issues and potential lapses in tax compliance on complex tax returns

Directed meetings internally and externally with taxpayers and IRS personnel for opening conferences, resolving examination issues, roles/responsibilities, examination procedures, tax laws, and administrative matters

Created and discussed reports which monitor examination time, statute of limitations, information document requests, and other administrative matters with senior management and executives

Presented various topics such as ethics, outside employment, the Federal Viewpoint Survey, the LB&I Examination Process, issue based procedure, and risk analysis to agents, managers, and senior management

Applied case inventory reports to determine team inventory level and requests for additional inventory

Created and analyzed documentation for budget costs, travel costs, inventory, case time applied, and variances in data

Reconciled revenue agent travel authorizations, documentation, and schedules for accuracy

Internal Revenue Agent - Internal Revenue Service, Large Business and International Division, August 2004 – May 2015

Reviewed tax returns of different entities’ examination potential with assets between $10 million and $150 million, and gross receipts between $20 million and $250 million

Compared and analyzed taxpayers’ GAAP prepared books and records, financial statements, transactions between $1 million and $50 million, agreements, schedules, contracts, etc.

Compiled, collected, and interpreted data to produce revenue agent reports reflecting tax audit findings

Conveyed conclusions from audit findings in oral and written format

Utilized EDGAR to review SEC Form 10K’s to determine if potential examination issues are apparent on tax returns of publicly traded companies with assets over $40 million

Conducted opening conference meetings with taxpayers to discuss the examination process, obtain a background of their business operations, Information Document Request, and examination issues

Conducted research to find the applicable Internal Revenue Code, Treasury Regulations, Revenue Rulings, Revenue Procedures, Internal Revenue Manual and court cases for examination issues

Prepared workpapers, lead sheets, and Notice of Proposed Adjustments to reflect examination results

Coordinated examination issues with International Specialists, Financial products specialists, engineers, and employment tax specialists

Participated as a team member on a large multi-billion corporation with assets of approximately $1.9 billion and several hundred subsidiaries

Classified tax returns for other revenue agents to determine audit potential using the LB&I Examination Classification System

SKILLS

Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Westlaw Tax, SEC EDGAR, Capital IQ, and Accurint

Government Systems: Examination Return Control System, Automated Inventory Management System, Issue Management System, Issue Based Management Information System, Human Resources Connect, Employee User Portal, LB&I Imaging Network, etc.

AWARDS AND RECOGNITION

IRS Performance Award received on 3/9/2014 and 2/22/2015

IRS Special Act Award received on 7/15/2012

IRS Manager’s Award received on 5/25/2008 and 7/18/2010

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