Stephanie M. Sherman is a Tax Manager in the firm’s Individual Tax practice. Stephanie assists high net worth individuals working within the financial services industry with their individual, fiduciary, and gift tax compliance needs and offers tax planning strategies to these clients that align with their specific goals. To streamline the services Stephanie provides to her clients, she develops strong relationships with her clients’ brokers, working with them directly to obtain the proper tax information. Inside the firm she is responsible for coordinating and developing internal reconciliations designed to increase efficiencies of the firm’s individual and fiduciary tax engagements.
Stephanie also assumes the role of training coordinator for the Individual Tax practice and is dedicated to formally and informally mentoring the firm’s next generation of tax professionals.
She is a member of the New Jersey Society of Certified Public Accountants (NJCPA).
Stephanie obtained her Bachelor of Science degree in Accounting from Kean University and her Masters of Science in Accounting from the University of Phoenix. She is a licensed CPA in the state of New Jersey.