Joshua Tremblay
Lowell,MA
Summary
With two years of experience in a public accounting firm, I have played a vital role in our small business team located in Salem, NH. Emphasizing the value of collaboration, I excel in a team-oriented environment. My exceptional multitasking skills enable me to efficiently manage multiple clients and meet deadlines effectively.
Overview
6
6
years of professional experience
Work History
Tax Associate
LGA
06.2023 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Accounting Internship
Town of Pepperell Town Hall
06.2022 - 08.2022
- I worked with the Accounting Department and assisted with preparing financial statements for an Audit to close their 2022 fiscal year
- Some of my assignments included updating and maintaining a cash book of revenues, expenses, tracking transfers between 10 different bank accounts for various departments and assisted with cash reconciliations of the same checking accounts
- Enhanced financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
- Reconciled balance sheet figures and sought assistance to reduce errors.
Supervisor
United Parcel Services Distribution Center
06.2021 - 06.2022
- My responsibility was to oversee a group of up to 10 workers to track unloading and sorting of overnight packages
- My areas handled about 30% of the work that enters our Chelmsford facility
- This position continued to improve my skills of accountability and to work on my ability to meet various deadlines with a varying workload
Package Handler
United Parcel Services Distribution Center
08.2019 - 06.2021
- My responsibility for this job is to sort packages ranging in size and weight up to 6ft and 75lbs at a rate of 1500 packages per hour or more to where they need to go within the building
Education
Bachelor of Science - Accounting
University of Massachusetts Lowell
Lowell, Massachusetts05-2023
Business Administration Degree -
Middlesex Community College
Lowell, Massachusetts07.2020
Skills
- State and local taxation
- Tax software proficiency
- Individual taxation
- Corporate taxation
- Partnership taxation
- Data inputting
- Bookkeeping
- GAAP
- QuickBooks proficiency
- Teamwork and collaboration
- Local, state, and federal tax returns
Associations
AICPA
Future Goals
I am planning to apply for my Masters in Data Analytics at UMASS Lowell in the Fall 2025 (part-time) while continuing to work full-time.
Timeline
Tax Associate
LGA
06.2023 - Current
Accounting Internship
Town of Pepperell Town Hall
06.2022 - 08.2022
Supervisor
United Parcel Services Distribution Center
06.2021 - 06.2022
Package Handler
United Parcel Services Distribution Center
08.2019 - 06.2021
Business Administration Degree -
Middlesex Community College
Bachelor of Science - Accounting
University of Massachusetts Lowell
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