Josh Davis
Chester,NY
Summary
Senior Tax Accountant with 5 years of extensive business and individual taxation experience with emphasis in large partnerships, small businesses, with specialization in real estate and construction. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, and keen attention to detail to drive results.
Overview
11
11
years of professional experience
Work History
Senior Tax Accountant
Marcum, LLP
Fort Lauderdale, FL & New York, NY
07.2019 - Current
- Execute accounting and tax projects for domestic and foreign clients. Specializing in partnerships and small business. With industries including as real estate, construction, retail, and food & beverage at a federal, state, and local tax level.
- Handle client engagements while managing teams to prepare complex tax returns for businesses and high net-worth individuals
- Participate in client meetings, manage relationships, and maintain active communications with clients to manage expectations, ensure satisfaction, and meet deadlines.
- Review financial statements and prepare year-end adjustments and recording complex transactions in preparation of business and personal tax returns (1065, 1120S, 1040, 1120)
- Completed in-depth research into tax issues affecting real estate & construction activities to offer expert advice and disclosures to support application of tax treatments
- Preparation of tax projections and quarterly estimates
- Training of intern staff pertaining to scanning, tax preparation and tax treatments
- Continued self-education to increase efficiency and accuracy with regards to tax return preparation
Corporate Trainer - Senior Server
The Capital Grille
Fort Lauderdale, FL
09.2013 - 02.2020
- Led serving team in one of the most high-volume steak houses in South Florida
- Ensured all guests a memorable experience that exceeded their expectations
- Worked along side all front and back-of-house staff to ensure a positive work and dining experience
- Closely worked with management to maintain accordance in the restaurant amongst staff
- Selected to the certified trainer team to implement a program for the hands on training of each new employee including learning new menu items, specs, food and wine, proper service to tables, and organizational & interpersonal skills
Intern to the Operations Controller for NAM
Hoerbiger Corporation Of America
Pompano Beach, FL
05.2018 - 07.2018
- Full-time professional intern experiencing the field of Accounting.
- Had a hand in leading projects in the area of controlling under the Operational Controller for North America. Worked together.
- Worked together with a very diverse and broad team spanning multiple departments in the organization.
- Was exposed to hands-on learning opportunities withing SAP, Microsoft Office, Tagelik, presenting and training, intercultural competence, project and time management.
Education
BBA - Accounting
Florida Atlantic University
Boca Raton, FL08.2019
Associate of Arts - Accounting
Palm Beach State College
Lake Worth, FL08.2013
Skills
- Strong organizational skills
- Critical thinking capacity
- Federal and state tax returns
- Microsoft Office Suite, Excel, Powerpoint, Word
- Software database management (Engagement, CCH Axcess, Pulse)
- Project & operations management
- Online Research
Timeline
Senior Tax Accountant
Marcum, LLP
07.2019 - Current
Intern to the Operations Controller for NAM
Hoerbiger Corporation Of America
05.2018 - 07.2018
Corporate Trainer - Senior Server
The Capital Grille
09.2013 - 02.2020
BBA - Accounting
Florida Atlantic University
Associate of Arts - Accounting
Palm Beach State College