Joseph Lord
Wallingford
Summary
A Senior Tax Associate at Deloitte Tax LLP, bringing 5 years of expertise in tax compliance engagements and ASC 740 provision calculations. Track record in building and managing tax compliance teams while demonstrating proficiency in major tax compliance software. Exceptional communication skills facilitate effective collaboration with clients and external auditors.
Overview
11
11
years of professional experience
Work History
Senior Tax Associate
Deloitte Tax LLP
Hartford
07.2019 - Current
- Managed tax compliance engagements for both corporations and pass-through entities, ensuring adherence to federal and state regulations.
- Prepared and audited tax provision calculations, including the current calculation, deferred tax rollforward, and rate reconciliation for quarterly and year-end financial disclosures, as required by ASC 740.
- Assisted clients in designing and implementing internal controls over financial reporting around the ASC 740 process to enhance the efficiency and accuracy of the tax provision calculation.
- Supervised junior staff across varying engagements to provide tax technical guidance while maintaining adherence to deliverable deadlines.
- Completed a rotation at Deloitte's U.S. India offices to develop and train a new compliance engagement team on K-1 and tax return preparation.
Personal Care Assistant
The Department of Developmental Disabilities
Hartford
05.2014 - 07.2019
- Provided direct support and social interaction to an individual with mental and physical disabilities.
- Visited with the individual several times a week, including weekend trips, to ensure safety and provide transportation.
- Provided companionship through frequent in-person interactions.
Tax Intern
Henkel Corporation
Rocky Hill
08.2017 - 12.2018
- Reported directly to the Senior Manager of International Taxation on topics related to a global legal reorganization project.
- Report the weekly Master Plan and Flash Report to the PMO, maintain an up-to-date professional fee true-up file, and OOS invoice files.
- Prepared tax returns, extensions, estimate calculations, and return reconciliations.
- Provide a sales tax analysis on vendor transactions for potential refunds and payments.
Education
Masters of Accounting -
Quinnipiac University
Hamden, CT05-2019
Bachelor of Arts - Accounting
Quinnipiac University
Hamden, CT05-2018
Skills
- Tax software proficiency in GoSystems, ONESOURCE, Corptax, Bloomberg BNA, and CCH Axcess, FAS Fixed Assets
- Experience in tax research tools, including CCH, Bloomberg Tax, and LexisNexis, RIA
- Proficiency in Microsoft Office solutions, including Excel, Word, PowerPoint, and Teams
- Clear Communication Skills
- Effective Time Management
- Adaptability
Affiliations
- Golf
- Skiing
- Concerts
- Traveling
Timeline
Senior Tax Associate
Deloitte Tax LLP
07.2019 - Current
Tax Intern
Henkel Corporation
08.2017 - 12.2018
Personal Care Assistant
The Department of Developmental Disabilities
05.2014 - 07.2019
Masters of Accounting -
Quinnipiac University
Bachelor of Arts - Accounting
Quinnipiac University
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