Rosyln H. Banks, EA – 2023 “40 Under 40” Honoree

Career Highlights
After graduating from The College of William & Mary, Roslyn was hired as a financial analyst into an early talent leadership program at Wells Fargo. She studied abroad in Adelaide, South Australia and Cape Town, South Africa. While earning her Master of Accountancy degree at UNC Charlotte, she fell in love with tax research and the loopholes in the tax code. After successfully managing a retail tax office near Ft. Campbell, TN, to exceed revenue and customer service quality goals she passed all parts of the EA exam on her first attempt!

Roslyn’s work experience has been a great resource to her solo tax practice as she offers advice and business coaching to other individuals, entrepreneurs, corporations and tax-exempt organizations. She has written and published two children’s picture book on Amazon, “Adelaide the Accountant” and “Adelaide and Agriculture” highlighting the accounting industry and STEAM career opportunities.

What are you doing to make a difference in the profession, your community, the world?
In 2023, Roslyn created a millennial advisory team of 16 exemplary young adults who mentor recent high school graduates in college and in the workforce. She serves as the Economic Advisor to a non-profit association of thirty churches to financially empower the Northern Neck of Virginia. Roslyn’s definition of success includes staying informed on changes in the industry and leading innovation and efficiencies by collaborating with stakeholders and vendors. As a former military spouse Roslyn has volunteered with numerous community service organizations nationwide and she continues to support this niche population in the Hampton Roads of Virginia area.

Current Professional Reading / Listening
In December of 2023, I registered to sit for the CPA Exam! I currently spend numerous hours studying and reviewing flash cards. I love that many of the exam preparation vendors have free online “office hours” and classes to answer questions about the test material and changes to the exam. Having decades of work experience has made my education journey come full circle because I have a better understanding of applying concepts and tax laws I learned in college.

See all of the 2023 “40 Under 40” and “20 Under 40” honorees.