Tax Director
Current
Jan 2024 - Present
AeroLeads people directory · profile
Theresa Smith Email & Phone Number
Tax Director
at
BPM LLP
1 work email found
@crawfordpimentel.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Director
Location
San Jose, California, United States
Company size
Who is Theresa Smith? Overview
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Quick answer
Theresa Smith is listed as Tax Director at BPM LLP, a with 1213 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at crawfordpimentel.com and a matched LinkedIn profile for Theresa Smith.
Theresa Smith previously worked as Director at Crawford, Pimentel & Co., Inc. and Manager at Crawford, Pimentel & Co., Inc.. Theresa Smith holds B.S., Business Administration (Accounting) from San Jose State University.
Company email context
Email format at BPM LLP
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{first_initial}{last}@crawfordpimentel.com
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AeroLeads found 1 current-domain work email signal for Theresa Smith. Compare company email patterns before reaching out.
Profile bio
About Theresa Smith
I have been working in public accounting since 2005 and became a California Certified Public Accountant in 2011. My specialty has always been working with high net worth individuals and their closely held businesses to provide excellent service with their compliance and planning needs.
Listed skills include Corporate Tax, Income Tax, Accounting, Tax, and 23 others.
Current workplace
Theresa Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Bpm Llp
6 roles
Theresa Smith work experience
A career timeline built from the work history available for this profile.
Director
Feb 2020 - Jan 2024
Manager
-Communicate directly with clients on tax and accounting matters. -Manage projects through each cycle of delegation, review, correspondence, follow up, proofing the final deliverable, and billing.-Multitask on various projects on a daily basis (for example; tax returns, accounting assistance, tax provisions, compliance, and administrative matters.)-Manage/review annual 401(k) and 403(b) audited financial statements for ERISA requirements. -Teach, coordinate, manage, and track in-house education for CPA requirements. -Research and respond to federal and multi state compliance questions, inquiries, and mailings.-Manage/review compiled and reviewed financial statements for closely held entities.-Track time daily and prepare billings monthly.-Prepare and coordinate IRS/FTB audit information requested.
Feb 2011 - Jan 2020
Staff Accountant
-Prepare tax returns for individuals, corporations, partnerships and trusts.-Prepare tax provisions, extension estimates, tax controversy responses.-Organize and monitor in house education-Prepared audits (financial statement and 401(k)), reviews, and compilations for closely held businesses.
Feb 2005 - Feb 2011
Domestic Tax Intern
-Responsible for the unclaimed property escheat project.-Full-charge for the preparation of Federal and California Section 263A UNICAP tax adjustment.-Assisted with the Manufacturer's Investment Credit (MIC) -Research and prepare sales and income tax documentation for audits.-Prepare tax exempt government Interest Income schedules and filing attachments for the 2003 federal tax return.-Responsible for making state annual reports, obtaining executive signatures, check requests, and full-charge of filing, archiving and labeling.-Full-charge of reconciliation of the Taxes Payable account and classification for the year end tax provision.-Assisted with the tax return filing process at the state and federal levels.
Jun 2003 - Jan 2005
Bank Teller
-Provide customer service to banking customers. -Distribute cash and reconcile daily cash drawers.
Feb 2002 - Jun 2003
Team & coworkers
Colleagues at BPM LLP
Other employees you can reach at bpmcpa.com. View company contacts for 1213 employees →
JG
Jaklin Ghaldi
Colleague at Bpm LlpSanta Rosa, California, United States
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CM
Claudia Martin
Colleague at Bpm LlpSan Jose, California, United States
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PM
Panchami Mallya
Colleague at Bpm LlpBengaluru, Karnataka, India
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KJ
Kaushik Jaiswal
Colleague at Bpm LlpBengaluru, Karnataka, India
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AL
Amy Lindsay
Colleague at Bpm LlpSanta Monica, California, United States
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MG
Matt Goulet
Colleague at Bpm LlpOttawa, Ontario, Canada
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CS
Charles Saing
Colleague at Bpm LlpLong Beach, California, United States
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LM
Leticia Mijares
Colleague at Bpm LlpSan Jose, California, United States
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MY
Mel Yumang
Colleague at Bpm LlpDaly City, California, United States
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MM
Mike Mayer
Colleague at Bpm LlpSan Mateo, California, United States
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Jaklin Ghaldi
Colleague at Bpm LlpSanta Rosa, California, United States
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CM
Claudia Martin
Colleague at Bpm LlpSan Jose, California, United States
View →
PM
Panchami Mallya
Colleague at Bpm LlpBengaluru, Karnataka, India
View →
KJ
Kaushik Jaiswal
Colleague at Bpm LlpBengaluru, Karnataka, India
View →
AL
Amy Lindsay
Colleague at Bpm LlpSanta Monica, California, United States
View →
MG
Matt Goulet
Colleague at Bpm LlpOttawa, Ontario, Canada
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CS
Charles Saing
Colleague at Bpm LlpLong Beach, California, United States
View →
LM
Leticia Mijares
Colleague at Bpm LlpSan Jose, California, United States
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MY
Mel Yumang
Colleague at Bpm LlpDaly City, California, United States
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MM
Mike Mayer
Colleague at Bpm LlpSan Mateo, California, United States
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2 education records
Theresa Smith education
B.S., Business Administration (Accounting)
Education record
Prospect High School, Saratoga California
FAQ
Frequently asked questions about Theresa Smith
Quick answers generated from the profile data available on this page.
What company does Theresa Smith work for?
Theresa Smith works for BPM LLP.
What is Theresa Smith's role at BPM LLP?
Theresa Smith is listed as Tax Director at BPM LLP.
What is Theresa Smith's email address?
AeroLeads has found 1 work email signal at @crawfordpimentel.com for Theresa Smith at BPM LLP.
Where is Theresa Smith based?
Theresa Smith is based in San Jose, California, United States while working with BPM LLP.
What companies has Theresa Smith worked for?
Theresa Smith has worked for Bpm Llp, Crawford, Pimentel & Co., Inc., Applied Materials, and Wells Fargo Bank.
Who are Theresa Smith's colleagues at BPM LLP?
Theresa Smith's colleagues at BPM LLP include Jaklin Ghaldi, Claudia Martin, Panchami Mallya, Kaushik Jaiswal, and Amy Lindsay.
How can I contact Theresa Smith?
You can use AeroLeads to view verified contact signals for Theresa Smith at BPM LLP, including work email, phone, and LinkedIn data when available.
What schools did Theresa Smith attend?
Theresa Smith holds B.S., Business Administration (Accounting) from San Jose State University.
What skills is Theresa Smith known for?
Theresa Smith is listed with skills including Corporate Tax, Income Tax, Accounting, Tax, Cpa, Account Reconciliation, Tax Preparation, and Tax Accounting.
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