Summary
Overview
Work History
Education
Skills
Awards
Volunteer Experience
Timeline
Generic

Joseph Scott Urquhart

Passaic

Summary

Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

9
9
years of professional experience

Work History

Tax Associate

Advisor Group CPAs
Ridgewood
09.2024 - Current
  • Prepared individual and corporate tax returns for filing.
  • Contacted clients to gather information and to resolve complications in tax status.
  • Completed monthly, quarterly, and annual bank reconciliations.
  • Worked with clients and team members to organize billing and tax payment time frames.

Product Specialist

Paul Miller BMW
Wayne
08.2022 - 09.2024
  • Assisting customers with information regarding their current and future vehicles
  • Responsible for picking up and delivering vehicles from customer locations
  • Tasked with coordinating client and employee pickups between customers and coworkers
  • Tasked with meeting customers and introducing their new vehicles both on site and remote
  • Assisted in any extra work when needed on client vehicles

Customer Service Associate

Shoprite
Bloomfield
10.2016 - 08.2022
  • Assisting customers with complaints in person and via telephone
  • Provided accurate information regarding products and store policies to customers
  • Responsible for up to 20 cashiers at a time
  • Responsible for authorizing all discrepancies and voids at registers
  • Tasked with making daily and weekly announcements and promotions

Tax Intern

Wurdemann, Pinto & Co. LLC
Bogota
11.2019 - 03.2020
  • Assisted in gathering information and organizing tax paperwork.
  • Prepared individual income tax returns for filing.
  • Researched optimal tax deduction options for each client.
  • Contacted clients regarding IRS voucher payments and balances due.
  • Completed monthly, quarterly, and annual bank reconciliations.

Education

Bachelor of Science - Accounting

Felician University
Rutherford, NJ
05.2022

Skills

  • Proficient in Microsoft Office (Word, Excel, PowerPoint)
  • Excellent interpersonal skills
  • Proficient with Pro Series (Tax and Accounting Software)
  • Willingness to learn and take on new tasks

Awards

Boy Scouts of America (Eagle Scout) September 2017

Volunteer Experience

  • Volunteer Income Tax Assistance (VITA), 2020-02, 2021-02, Provided free tax return services to low-income families and individuals., Reviewed tax returns prepared by peers to ensure accuracy.
  • Morris Canal Park Renovation, 2014-05, Assisted in the renovation of the Morris Canal Park and Nature Preserve, Lead a group of volunteers during the restoration
  • St. Philip Preparatory School Carnival, 2013-10, 2016, Coordinated seating and provided customer service during event, Organized and recycled during and after event

Timeline

Tax Associate

Advisor Group CPAs
09.2024 - Current

Product Specialist

Paul Miller BMW
08.2022 - 09.2024

Tax Intern

Wurdemann, Pinto & Co. LLC
11.2019 - 03.2020

Customer Service Associate

Shoprite
10.2016 - 08.2022

Bachelor of Science - Accounting

Felician University

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