THERESA DE ROMA
San Francisco
Summary
Detail-oriented accounting specialist with expertise in tax compliance and regulatory reporting. Proven skills in data analysis and Excel management, ensuring accuracy in financial recordkeeping and resolving discrepancies efficiently.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Accounting Support, Specialist/ Compliance
Blue Shield of California
Oakland
02.2013 - Current
- Assist the Affordable Care Act Sr Tax Manager with preparing responses to 1095-B Notices, including TIN solicitations for IRS-reported discrepancies, perform disaster recovery exercise in compliance to 1095 data access
- Knowledgeable in federal regulatory requirements of the Affordable Care Act and applicable regulations that impact financial filings
- Advise, initiate and find resources for resolution on any data issues
- Submit and pay state filing associated fees, annual certificate renewals on compliance, deposit, and valuations to various agencies: (OPTins, Sircon, etc).
- Engage in multiple tasks in preparation with DOCUSIGN, relating to essential mandates and other government Annual or Periodic filing.
- Prepare and complete Annual Return (Form CDI FS-002) for BSCLH & CALIC; submit & maintain good recordkeeping on submitted prepayment records.
- Helps colleagues with accounting questions on misappropriate allocation of their expenditures to help optimize the department’s budget goals.
- Responsible for tasks related to month-end close journal entries, account reconciliations, and variance analysis.
- Ability to maintain good recordkeeping, documenting processes and very attentive in data accuracy.
- Presents and explains accounting activity to financial and non-financial managers and colleagues.
- Participate in regulatory financial filings, including notarization of Annual Statements and fulfillment of year-end regulatory form requirements to ensure the legal matters and needs are met.
- Handles various excel high data volume submission; familiar with converting excel to text file, and ability to search online and learn how different excel data functions.
Tax Accountant & Office Manager
BMC Tax & Business Services
Burlingame
01.2002 - 01.2013
- Manage A/P, and client receivables, prepare cash receipts and weekly deposits, pay bills, and perform other accounting duties.
- Handle correspondence with the IRS regarding corporate tax matters, including notices, inquiries, and audit representation.
- Assist in document production during payroll, sales tax, and Corporation business audits; maintain ledgers and record entries.
- Assist in the preparation of tax projection & book tax provisions; review and analyzes accounting records.
- Prepared complex accounting spreadsheet such as maintaining investment on retirement calculations, keeping track of payment records on business loans, in and out loans from shareholders, any capital contributions to the businesses, and more.
- Resolve discrepancies and problems promptly; Interface professionally with clients by telephone, email, and at the office.
- Handle challenging new projects as needed such as tax research, new laws and other accounting clerk duties.
- Leads and directs the work of others which includes daily guidance and regular analysis of data entry and reports to ensure proper handling.
Sr Accountant / Tax Preparer
Mandel & King, LLP
San Francisco
12.1999 - 06.2001
- Reviewed and prepared corporate, fiduciary, partnership, and other tax returns.
- Assisted in audits, reviews, and court accounting procedures.
- Compiled and audited financial statements for businesses.
- Supervised tax correspondence and tax examination.
- Assisted in the compilation of Form 706 & records.
Education
B.S. - Accounting
San Francisco State University
San Francisco, CASkills
- Tax compliance
- Regulatory reporting
- Data analysis
- Excel management
- Financial recordkeeping
- Accounting principles
- Audit preparation
- Problem solving
- Finance and accounting support
- Attention to detail
- Time management
- Billing and accounting support
Professional Memberships And Licenses
- Notary Public, Present, 2520606
- Registered Tax Return Preparer (RTRP), Present
- California Tax Education Council (CTEC), Present
Accomplishments
- Renewed my Notary License in May 2025, marking 10 years of service, which continues to
support compliance with regulatory filings and Blue Shield policies. - Currently active in CalPERS PPO 1099 reporting, addressing provider inquiries, working collaboratively with team members, and contributing to the optimization of reporting and billing processes.
- investigated and documented the process for obtaining electronic claim EOB records, creating a resource for future use and smoother workflows
Certification
- Notary Public License
- Registered Tax Return Preparer (RTRP)
- Californiat Tax Education Council (CTEC)
References
References available upon request.
Timeline
Accounting Support, Specialist/ Compliance
Blue Shield of California
02.2013 - Current
Tax Accountant & Office Manager
BMC Tax & Business Services
01.2002 - 01.2013
Sr Accountant / Tax Preparer
Mandel & King, LLP
12.1999 - 06.2001
B.S. - Accounting
San Francisco State University
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