Stacey Bann-Levesque

About Stacey Bann-Levesque

Excellence in performing a broad range of functions quickly and accurately in fast-paced environments. Adept at budgeting and forecasting techniques through reduced business costs, enhanced working capital and decreased interest payments. Takes the initiative to improve processes continually and upholds compliance practices while building high-performance and teamwork cultures to deliver stellar results—acknowledged ability to interface effectively across the organization and solve problems in the broader group context.Areas of Expertise: Budgeting & Strategic Planning Monthly, Quarterly & Annual Reporting Highly qualified in all aspects of Accounting A/R, A/P & Bank Reconciliations. Profitability Analysis, Expense Monitoring, Cost Control & Financial Management & Implementation Preparation of P&L Reports, General Ledger & Variance Analysis Reporting Financial Reporting & Management Exceptional Time Management, Organization Skills, Problem Solving & Decision-Making Superb Customer Service skills, Handwritten Responses & Meeting deadlines

Experience

1. Tax Manager

   Anthem Strategists

   Jun 2025 — Present · Salem, OR, US

   Prepare and review individual income tax returns form 1040; ensuring accuracy comma compliance comma and optimal tax you. Manage estate and trust tax filings form 1041; including income allocations, fiduciary accounting, and beneficiary reporting. Complete and file a state tax Complete and file a state tax refund form Returns form 706; analyze asset valuations and deductions to minimize estate tax liabilities. Prepare and review S corporation tax returns form 1120S; reconcile books, allocate shareholder income, and ensure pass-through accuracy. Coordinate with executors, trustees, and beneficiaries to resolve tax issues and ensure compliance with filing deadlines.

Education

• University of Phoenix

  Bachelor of Science in Business Management

• W. P. Carey School of Business – Arizona State University

  Business Administration