Things that interest me include golf, poker, long walks, spending time with family and friends, reading, and listening to podcasts
Joseph Zoura
El Cajon
Summary
Accounting graduate and current Audit Intern with a strong foundation in financial reporting, taxation, and GAAP. Seeking to transition into tax, where I can apply my analytical skills, attention to detail, and audit experience to support tax compliance, planning, and advisory services.
Overview
3
3
years of professional experience
Work History
Audit Intern
JGD & Associates
La Jolla, CA
06.2026 - Current
- Perform substantive audit testing and prepare detailed workpapers for employee benefit plan engagements, ensuring financial information and supporting documentation are accurate and complete.
- Quickly learn complex audit and employee benefit plan terminology while developing an understanding of the purpose behind each audit procedure.
- Follow instructions carefully, maintain strong attention to detail, and ask thoughtful questions to complete assigned procedures accurately and efficient
Life Insurance Agent
Spektra
San Diego, CA
09.2024 - Current
- Conducted step-by-step client handling training sessions, boosting the office's close rate by 25% through improved communication and sales techniques.
- Maintained consistent communication with management, holding weekly strategy sessions to enhance CRM efficiency and strengthen information security.
- Achieved a 35% monthly close rate by delivering information with clarity and flow, simplifying life insurance concepts for first-time clients.
Bookkeeping Assistant
Carl Hakenjos & Associates
La Mesa, CA
09.2023 - 06.2024
- Built a proficient foundation in QuickBooks and Excel through hands-on experience, strengthening my ability to manage financial data and streamline workflows.
- Demonstrated persistence and reliability by handling high-volume workloads, using task boards to stay organized, and consistently completing all responsibilities on time, even if it meant staying late.
Education
Bachelor of Science - Business Administration and Accounting
San Diego State University
San Diego, CA05-2026
Skills
- Foundational understanding of GAAP
- Perform financial analysis, reconciliations, and modeling
- Strong record-keeping and quantitative skills with attention to accuracy
- Reliable, punctual, detail-oriented, and committed to deadlines
- Able to plan, prioritize, and manage multiple projects simultaneously
- Effective in both team settings and independent work
- Intermediate level in Microsoft Office (Excel, Word, PowerPoint, Outlook) and QuickBooks
- Skilled in data entry, bookkeeping, and journal entry preparation
Accomplishments
Passed the FAR section of the CPA exam on my first attempt while working full time at the age of 22.
Affiliations
- Student Accounting Society which I participate weekly in.
- Vishal CPA Prep Facebook Group Moderator.
Interests
Timeline
Audit Intern
JGD & Associates
06.2026 - Current
Life Insurance Agent
Spektra
09.2024 - Current
Bookkeeping Assistant
Carl Hakenjos & Associates
09.2023 - 06.2024
Bachelor of Science - Business Administration and Accounting
San Diego State University