Steven Daniel Shepard EA, MBA

Tax Office of Steven Shepard, E.A., P.C. LinkedIn adwgpa@r.postjobfree.com

Professional Summary

•20+ Yrs. experience in Tax Practice and Financial Management Advisory.

•Proven track record in the Private Equity and Investment Management arenas.

•Extensive background in AI, Data Analytics, Cyber-Security, Cloud Based Solutions.

•Entrepreneurial Leadership Style, Excellent Communication Skills. Great Motivator.

Tools & Technologies

•Alteryx, Microsoft Office Suite & Azure, Amazon Connect, Quickbooks, Oracle NetSuite, Slack, Quick-base, Google Docs & Sheets, Tableau, Salesforce, Workday, All Intuit Platforms, Thomson Reuters CS Professional Suite and most Professional Tax Software.

Professional Experience:

Intuit Inc. – 2018 to Present (Seasonal)

Senior Tax Manager/Internal Audit Manager

•Lead and manage a team of 50 CPA’s, EA’s and Attorneys providing remote tax and accounting services to a diverse customer base nationwide. 75% Individual, 25% Business.

•Extensive use of Data Analytics to Monitor Key Performance Indicators, Quality of Service, Productivity Measures and Workflow Management.

•Developed a data analytics methodology and data visualization capabilities utilizing SQL, Tableau and Alteryx implemented to monitor Schedule Adherence and Incentive Compensation Calculations.

•Lead the company in Team Productivity Measures successfully completing over 5,000 Tax Engagements for the 2021 tax season.

Shepherd Tax & Advisory, LLP. /The Tax Offices of Steven Shepard, EA, PC 2010 – Present

Managing Principal/Managing Partner

•Built a successful Tax & Financial Management Advisory Practice serving small/medium sized businesses and their principals in the New York/ New Jersey/Connecticut areas. Areas of expertise include Business Start-Ups, Private Equity, M&A, Real Estate, Healthcare and Entertainment. Also provide Tax Support Services to Wealth Management and Law firms as well as Project Support Services in the Financial Data Analytics arena.

LMC Private Equity Investment Management, Inc 1996–2010

General Partner

•Raised Capital, Acquired, Managed and Sold a diverse portfolio of Private Equity and Real Estate Related Investment entities including Hospitality, Health Care, Multifamily, Oil & Gas, Industrial and Retail. Supervised a staff of 40.

Valley Federal Savings Bank 1993-1996

Vice President, Commercial Lending

American Diversified Savings Bank 1993-1996

Internal Audit Manager

Baxter Travenol Laboratories, Inc. 1990 - 1993

Regional Controller

Cohn & Reznick, CPA's 1987-1990

Audit Staff.

Education:

•University of California Irvine, Paul Merage School of Business - M.B.A.

•Rutgers College - B.S. in Accounting

•Johns Hopkins University – Completed Certification in Data Science

Professional designations:

•Enrolled Agent admitted to practice before the Internal Revenue Service. Quick-books Advanced Pro-Advisor Certification.

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