Josiah Tomas
Crosby
Summary
Detail-oriented tax and compliance expert skilled in software utilization and financial analysis. Committed to maintaining regulatory standards and optimizing client outcomes through effective communication and precise reporting.
Overview
4
4
years of professional experience
Work History
Owner/Operator
Aniah Investments Inc
Houston
12.2023 - Current
- Oversaw financial transactions, ensuring compliance with regulations to mitigate risks.
- Trained and mentored staff on operational best practices and customer service standards.
- Managed daily operations of the business, including staff, sales, inventory, and accounting.
- Prepared individual and business tax returns for various clients.
- Reviewed financial documents to ensure accuracy and compliance with tax laws.
- Used tax preparation software to streamline return processing and documentation.
- Coordinated with clients to gather necessary information and documentation promptly.
- Provided guidance on tax deductions and credits applicable to client situations.
- Maintained organized records of client interactions and tax filings for reference.
- Filed electronically through approved software programs.
- Maintained relationships with vendors and suppliers to secure favorable terms on materials and services, enhancing operational efficiency.
- Developed business plan and budget to outline financial objectives and drive profitability.
- Created marketing strategies to drive revenue and increase brand visibility.
Manager
Madrid Multservices
Houston
12.2021 - 12.2023
- Counseled clients on effective tax filing strategies to optimize their financial outcomes.
- Prepared individual and business tax returns, ensuring compliance and maximizing client deductions.
- Leveraged tax preparation software to enhance accuracy and expedite return processing.
- Maintained accurate records of all client transactions and filings.
- Filed electronically through approved software programs.
- Finalized and processed paperwork with local, state and federal government authorities.
Education
GENERAL/ RADIOLIGIST
Leeward Community College
Pearl City, HI03-1999
High School Diploma -
Leilehua High School
Honolulu, HI06-1997
Skills
- Financial reporting
- Tax preparation
- Regulatory compliance
- Business budgeting
- Client relationship management
- Software utilization
Timeline
Owner/Operator
Aniah Investments Inc
12.2023 - Current
Manager
Madrid Multservices
12.2021 - 12.2023
GENERAL/ RADIOLIGIST
Leeward Community College
High School Diploma -
Leilehua High School