Summary
Overview
Work History
Education
Skills
Timeline
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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
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
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
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, FL
08.2019

Associate of Arts - Accounting

Palm Beach State College
Lake Worth, FL
08.2013

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

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Josh Davis