Timmy Stephen, Cpa, Mst

Timmy Stephen, Cpa, Mst Email and Phone Number

Partner & Chief of Staff @ Integrus
Timmy Stephen, Cpa, Mst's Location
New York City Metropolitan Area, United States
Timmy Stephen, Cpa, Mst's Contact Details

Timmy Stephen, Cpa, Mst work email

Timmy Stephen, Cpa, Mst personal email

n/a
About Timmy Stephen, Cpa, Mst

As Partner & Chief of Staff at Integrus, Timmy assists with overseeing the overall flow of the firm’s operations to ensure that objectives and expectations of all clients, team members, and partners, are aligned.

Prior to joining Integrus, the majority of Timmy’s career was spent as a well-rounded team-player and professional that advanced the ranks of the Real Estate Group at Marks Paneth LLP (recently acquired by CBIZ) where he wore several hats to support the company as priorities and staffing needs shifted throughout his tenure. As a tax professional, Timmy worked on the preparation and review of tax returns and projections for high-net-worth individuals, partnerships, corporations, and trusts. As an auditor, Timmy worked on financial statement compilations, reviews, and audits for real estate and hospitality clients. As a consultant, he worked on off-site engagements for clients that required more hands-on assistance with special projects. As an extended arm of the human resources department on the professional side, Timmy was actively involved with connecting, recruiting, onboarding, and training/coaching new hires at the firm while also spearheading team-development initiatives for the departments. Although he wore many hats, the responsibility that Timmy enjoyed the most was also the one that came most natural to him: empowering those around him to achieve their goals, both professional and personal.

​Timmy started his education in accounting and finance when he was admitted into the Academy of Finance, established by the National Academy Foundation, at age 16. He then pursued a higher education in accounting at Baruch College. Additionally, he has an active CPA license in the state of New York. It was during graduate school that Timmy and Jay Anand met and over the course of the program, inherent synergies began to form. As the years carried on, the two remained in contact and during COVID-19 after Jay founded Integrus, Timmy joined as the first employee in January 2021. Since then, Timmy’s mission was to push the firm forward by building out the firm’s infrastructure and accounting process from scratch. Motivated by loyalty and the desire to do right by their incredible staff who contribute to the firm’s success, Timmy’s genuine nature to care for the Integrus stakeholders is the reason he’s risen to Partner & Chief of Staff.

Timmy Stephen, Cpa, Mst's Current Company Details
Integrus

Integrus

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Partner & Chief of Staff
Website:
integrusfirm.com
Employees:
23
Timmy Stephen, Cpa, Mst Work Experience Details
  • Integrus
    Partner & Chief Of Staff
    Integrus Aug 2022 - Present
  • Integrus
    Manager
    Integrus Jan 2021 - Oct 2022
    New York City Metropolitan Area
  • Marks Paneth Llp
    Senior Accountant-Real Estate Group
    Marks Paneth Llp Jan 2015 - Dec 2020
    Greater New York City Area
    -Performed audits/reviews/compilations of financial statements for clients in the Real Estate and Hospitality industries, and used the completed engagement binders to prepare federal and state tax returns -Served our firm as a loan staff offering consulting services to The Blackstone Group’s Tactical Operations team assisting with tax compliance for the department’s investments portfolio -Provide training to lower level staff on financial accounting concepts, U.S. Tax concepts, using firm software to complete tax returns for various types of entities such as individuals, partnerships, LLC’s, S-Corps, and Trusts -Served as liaison to bridge questions, concerns, and issues between the clients’ teams and our engagement team -Spearheaded numerous staff initiatives, such as co-ed company teams of 20-30 employees for intramural leagues in NYC by gathering interest, preparing budgets for firm sponsorship, and handling overall logistics -Actively involved in firm recruiting events, including campus recruiting and in-office orientations
  • William T. Mccallum Cpa, Pc.
    Tax Intern
    William T. Mccallum Cpa, Pc. Jan 2014 - Apr 2014
    Greater New York City Area
    • Researched current tax laws in order to effectively prepare 2013 federal and local income tax returns for individuals using ProSystemFX • Collaborated with experienced team members preparing various consolidated financial statements for various business entities like not-for-profits, partnerships, LLC’s, LLP’s, S-Corporations, and C-Corporations using Excel • Examined clients’ lifestyles to seek areas in which money can be saved through tax planning
  • Concepts Of Independence, Inc.
    Insurance Billing Assistant
    Concepts Of Independence, Inc. Sep 2013 - Jan 2014
    Greater New York City Area
    • Reviewed and audited about 1,000 monthly employee insurance benefit premium statements • Altered corporate database and billing charges when clients are terminated, inactive, or on worker’s compensation • Relocate clients to different bills when their hours do not suffice the monthly quota for insurance coverages
  • Hemming+Gilman Productions
    Accounting/Finance Intern
    Hemming+Gilman Productions Jun 2013 - Aug 2013
    Greater New York City Area
    • Reviewed and edited proposals/contracts between our company and our clients for the purpose of managing the clients’ not-for-profit fundraising events that had up to 1,200 attendees • Assisted the Bookkeeper by creating extensive closing reports to send to the Attorney General’s office to show that the funds given were used to help the non-profit organizations raise up to $2,000,000 • Directed by the President/CEO to facilitate communication between herself, clients, and third-party firms that assist in the productions in order to create mutual understanding of duties designated to each party
  • Follett Higher Education Group
    Northeast Buyer
    Follett Higher Education Group May 2012 - Jun 2012
    Northeastern Region Of The Usa
    • Expanded Follet’s customer base by pitching the benefits of the firm at each event and physically creating new accounts to allow us to purchase their old merchandise with the purpose of refurbishing and reselling them • Updated physical inventory into the system by scanning up to $2,000 of new merchandise a day • Learned new, innovative, and efficient skills by attending company training seminars online and in person • Became skilled in coping with customers’ complaints without the presence of an on-site superior
  • Bagel World, Llc
    Food Service Associate
    Bagel World, Llc May 2011 - Aug 2013
    Stony Point, Ny
    • Responsible for managing sales transactions totaling up to $2,000 on a daily basis • Handled the fulfillment of customer orders in order to meet their satisfaction by providing efficient and friendly customer service in a fast-paced environment
  • Abbey Ice & Spring Water
    Accounting Intern
    Abbey Ice & Spring Water Jun 2010 - Aug 2010
    Spring Valley, Ny
    • Organized paid invoices in a system that simplified accessibility and improved efficiency when completing billing statements or locating the source of claimed discrepancies • Created various financial documents like weekly inventories for the supplier (Arctic Glacier) and monthly inventories for the company (Abbey Ice) each of up to $50,000 • Managed the reception desk and handled orders/complaints from customers

Timmy Stephen, Cpa, Mst Skills

Microsoft Excel Microsoft Word Microsoft Office Accounting Powerpoint Teamwork Financial Accounting Financial Analysis Customer Service Research English Time Management Public Speaking Windows Cost Accounting Finance Quickbooks Auditing Financial Statements Outlook Tax Leadership

Timmy Stephen, Cpa, Mst Education Details

Frequently Asked Questions about Timmy Stephen, Cpa, Mst

What company does Timmy Stephen, Cpa, Mst work for?

Timmy Stephen, Cpa, Mst works for Integrus

What is Timmy Stephen, Cpa, Mst's role at the current company?

Timmy Stephen, Cpa, Mst's current role is Partner & Chief of Staff.

What is Timmy Stephen, Cpa, Mst's email address?

Timmy Stephen, Cpa, Mst's email address is ti****@****irm.com

What schools did Timmy Stephen, Cpa, Mst attend?

Timmy Stephen, Cpa, Mst attended Baruch College, City University Of New York (Cuny), Baruch College, North Rockland High School.

What are some of Timmy Stephen, Cpa, Mst's interests?

Timmy Stephen, Cpa, Mst has interest in Health And Fitness, Culinary Arts.

What skills is Timmy Stephen, Cpa, Mst known for?

Timmy Stephen, Cpa, Mst has skills like Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Powerpoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Research, English, Time Management.

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