Glenn Josephs
Cherry Hill
Summary
Dynamic Tax Partner with extensive experience at Friedman LLP, excelling in tax controversy resolution and team leadership. Proven track record in reducing client tax liabilities and successfully navigating IRS audits. Adept at mentoring staff and enhancing partner relations, leveraging strong tax research proficiency to deliver exceptional client outcomes.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Tax Partner
Friedman LLP
01.2010 - 09.2022
- Expanded the firm''s clientele through targeted marketing efforts, referrals from satisfied clients, and participation in local business networking events.
- Strengthened client relationships through consistent communication, proactive problem-solving, and expert guidance on evolving tax laws.
- Successfully resolved numerous IRS audits for clients by effectively advocating for their positions and negotiating favorable outcomes.
- Assisted clients during mergers and acquisitions by performing due diligence reviews related to taxes, identifying potential risks or opportunities for negotiation.
- Reduced client tax liabilities through strategic planning and diligent research of applicable deductions and credits.
Partner
Bagell, Josephs, Levine & Co LLC
01.1996 - 12.2009
- Collaborated with colleagues and support staff to maximize team efficiency.
- Developed and implemented strategies to enhance partner relations.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Established strong working relationships with regulatory authorities such as the IRS, facilitating open communication channels during audits or inquiries into client filings.
- Delivered presentations at industry conferences, showcasing the firm''s thought leadership in taxation issues.
- Mentored junior staff members, fostering professional growth and sharing expertise in complex tax matters.
- Maintained up-to-date knowledge of federal and state tax legislation, proactively advising clients on potential impacts to their financial situations.
- Contributed to the development of internal training programs designed to enhance staff knowledge of current tax law changes and best practices.
- Oversaw the preparation and filing of complex federal and state tax returns for corporations, partnerships, and individuals.
Sole Practitioner
Glenn Josephs CPA
01.1992 - 12.1995
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Remained educated in all current tax laws for both US and foreign countries.
- Represented clients before federal, state and local taxing authorities.
- Improved efficiency in tax return processing by implementing new software tools, which facilitated faster data analysis and report generation.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
- Reduced company's tax liabilities through meticulous research and application of lesser-known tax credits and deductions.
Tax Accountant
Alloy, Silverstein, Shapiro & Co CPA'S
09.1983 - 12.1992
Education
Bachelor of Science -
Temple University
Philadelphia, PA05-1977
Skills
- Tax controversy resolution
- Staff training and development
- Team leadership
- Partnership taxation
- Tax research proficiency
Certification
CPA License- Pennsylvania - 1991- Current
Timeline
Tax Partner
Friedman LLP
01.2010 - 09.2022
Partner
Bagell, Josephs, Levine & Co LLC
01.1996 - 12.2009
Sole Practitioner
Glenn Josephs CPA
01.1992 - 12.1995
Tax Accountant
Alloy, Silverstein, Shapiro & Co CPA'S
09.1983 - 12.1992
Bachelor of Science -
Temple University