John Josey
JDA Professional Services
Pensacola,FL
1
Certification
4
years of professional experience
Detail-oriented tax specialist with expertise in tax advisory services, tax research, and tax preparation. Proficient in tax software and regulatory compliance, ensuring accurate filings and maximizing client refunds.
Work History
Tax Specialist
7 Months- Prepared and filed individual and corporate tax returns, ensuring compliance with IRS regulations.
- Assisted clients in understanding tax obligations and available deductions to maximize refunds.
- Conducted thorough research on tax codes and legislation to provide accurate advice.
- Collaborated with team members to streamline tax preparation processes for efficiency.
Tax Associate
5 Months- Assisted in preparing individual and corporate tax returns, ensuring compliance with regulations.
- Conducted research on tax laws and regulations to support client inquiries.
- Collaborated with team members to analyze financial statements for accuracy.
- Utilized tax software to input data and streamline return processing.
Tax Preparer
3 Months- Prepared individual and small business tax returns using TaxWise software.
- Conducted client interviews to gather financial information and clarify tax situations.
- Reviewed prior year tax returns to identify potential deductions and credits.
- Ensured compliance with federal and state tax regulations through thorough documentation.
Education
MBA - Accounting
Bachelor of Science - Plant Sciences
Associate of Arts - General Studies
Skills
Tax advisory services
Tax research
Tax software proficiency
Tax preparation
Certification
- EA - Enrolled Agent
Timeline
Tax Specialist
JDA Professional Services
01.2026 - CurrentRead More
Tax Associate
DirecTax
11.2024 - 04.2025Read More
Tax Preparer
Jackson Hewitt
01.2023 - 04.2023Read More
Louisiana State University
MBA from Accounting
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University of Florida
Bachelor of Science from Plant Sciences
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Pensacola State College
Associate of Arts from General Studies
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