JOSHUA R. ADAMS
Marietta,GA
Summary
Knowledgeable Senior Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
6
6
years of professional experience
Work History
Senior Tax Associate
CliftonLarsonAllen, LLP.
09.2021 - Current
- Manually prepare 300 transition returns monthly utilizing various methods (i.e., paper, E-File, and EDI Uploads) with various government agencies across the United States, Canada, and Puerto Rico.
- Coordinate, compile, analyze, and distribute accurate information to appropriate parties in a timely manner.
- Collaborated with cross-functional teams to identify and implement process improvements.
- Conducted comprehensive reviews of business transactions to identify potential indirect tax implications and opportunities for optimization.
- Streamlined tax preparation processes by implementing efficient research and analysis techniques, resulting in improved accuracy and reduced time spent on tasks.
- Ensure good faith standards by reviewing jurisdiction laws related to exemptions and validate forms provided by client's customers.
- Managed multiple high-priority projects simultaneously, meeting strict deadlines while maintaining attention to detail and accuracy.
- Enhanced client satisfaction by providing comprehensive tax planning strategies tailored to their unique financial situations.
- Experience in leading, training, and mentoring a team of tax professionals to achieve exceptional results.
- Cultivated an environment of collaboration and mentorship among junior associates by sharing expertise and providing constructive feedback on their work.
Tax Associate
H&R Block
01.2021 - 04.2021
- Review and prepared federal and state tax provisions and income state tax fillings under applicable U.S accounting principles for financial reporting purposes
- Preparation and review of federal and state and local tax returns for multinational tax clients
- Calculate tax form preparation fees according to return complexity
- Verified totals on forms prepared by others to detect errors in arithmetic date procedures
- Handle multifaceted office task (e.g., purchasing office supplies, answer multiple phones, and replenish customer forms).
Package Handler
United Postal Service
09.2019 - 12.2019
- Coordinated daily work strategies following oral and written instructions to properly move and load product
- Worked in a cross-functional environment to assemble, seal, and load packages into designated trucks.
Customer Service Representative
Campus Recreation Center
01.2018 - 04.2019
- Communicated to patrons and upper management to help improve operations
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Education
Bachelor of Science - Accounting
Eastern Illinois University
Charleston, IL12.2019
Skills
- Strong Analytical Skills
- Tax Planning and Optimization
- Experience with QuickBooks
- Customer Issue Resolution
- Proficient in Microsoft Office
- Excellent Verbal and Communication Skills
- Preparing Reports
- Data Entry
Timeline
Senior Tax Associate
CliftonLarsonAllen, LLP.
09.2021 - Current
Tax Associate
H&R Block
01.2021 - 04.2021
Package Handler
United Postal Service
09.2019 - 12.2019
Customer Service Representative
Campus Recreation Center
01.2018 - 04.2019
Bachelor of Science - Accounting
Eastern Illinois University