Joshua Martin
Philadelphia,PA
Summary
Analytical professional with and critical thinking skills to thrive in data-driven environments. Eager to apply the technical knowledge obtained through over a decade state and local tax and unclaimed property to different fields and to continue to develop new skills and knowledge.
Overview
20
20
years of professional experience
Work History
Sr. Consultant
Marketsphere Unclaimed Property Specialists
Philadelphia, PA
01.2021 - 11.2025
- Identified areas of improvement within existing processes and systems and recommended changes accordingly.
- Prepared comprehensive project status updates including risks, issues, timeline changes.
- Organized client meetings to provide project updates.
- Reviewed audit requests, maintained deadline tracking workbooks, and corresponded with the client and auditor regarding the same.
- Prepared interview questionnaires for subject matter experts, and prepared unclaimed property policies and procedures regarding the same.
Sr. Consultant
Sovos Compliance LLC.
Philadelphia, PA
11.2021 - 03.2024
- Prepared comprehensive project status updates including risks, issues, timeline changes.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Tracked budget and timelines, drafted information requests, and reviewed company records in preparation for the submission of unclaimed property Voluntary Disclosure Applications.
- Reviewed escheatment data, prepared and filed annual multi-state unclaimed property returns, and ensured accurate remission of payment to states.
- Prepared refund requests for overpayments of unclaimed property and corresponded with state agencies regarding the same.
State Tax Analyst
Reed Smith LLP
Philadelphia, PA
09.2005 - 12.2020
- Identified various tax credits, exemptions, and deductions available to clients.
- Assisted corporate clients with audit defense and refund reviews in corporate net income tax, sales and use tax, and gross receipts tax.
- Reconciled accounting discrepancies between state agencies and state tax returns.
- Assisted clients with payment collection issues, identified interest savings opportunities, and helped remove erroneously filed tax liens.
- Tracked appeals deadlines and monitored budgets for various projects.
- Reviewed vendor invoices for exempt transactions, prepared schedules, and refund projects.
- Prepared correspondence to clients, attorneys, and state agencies to ensure the resolution of various issues.
- Reviewed accounts payable records, accounts receivable records, and payroll records for unclaimed property exposure.
- Prepared unclaimed property Voluntary Disclosure Applications, including schedules, exhibits, and memorandum.
Education
MBA - Post MBA Certificate in State And Local Taxation
University of Wisconsin - Milwaukee, WI
Milwaukee, WI06-2015
MBA - Business Administration
Saint Joseph's University
Philadelphia, PA12-2011
Bachelor of Arts - Bachelor of Arts in Political Science
Ithaca College
Ithaca, NY06-2003
Skills
- Data-driven decision making
- Microsoft Excel
- Microsoft Access
- Powerpoint
- State and local tax rules and procedures
- Project management
References
References available upon request.
Timeline
Sr. Consultant
Sovos Compliance LLC.
11.2021 - 03.2024
Sr. Consultant
Marketsphere Unclaimed Property Specialists
01.2021 - 11.2025
State Tax Analyst
Reed Smith LLP
09.2005 - 12.2020
MBA - Post MBA Certificate in State And Local Taxation
University of Wisconsin - Milwaukee, WI
MBA - Business Administration
Saint Joseph's University
Bachelor of Arts - Bachelor of Arts in Political Science
Ithaca College
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