Joseph A. Email & Phone Number

Peabody, Ma, Us

Danvers, Massachusetts, United States

Burlington, Massachusetts, United States

•Managed and maintained fast-paced clinical supply stations for multiple care areas within the hospital; this partly consisted of receiving, inspecting, and delivering incoming medical supplies and equipment to assigned care areas; using proactive communication with multiple departments to simultaneously reallocate resources, determine and fulfill supply needs.•Recognized by hospital personnel for continually improving operational efficiency of assigned care areas. Worked diligently to ensure inventory management processes were streamlined, and potential challenges were anticipated in advance, ensuring that hospital clinicians could focus their efforts on providing high-quality healthcare.•Successfully collaborated with both supply chain personnel and clinicians to develop more accurate inventory consumption forecasts to ensure optimal inventory levels and minimize waste.•Trained and mentored new employees on inventory management processes and procedures.

Boston, Massachusetts, United States

•Promoted from Tax Examiner II to Tax Examiner III.•Reviewed and made determinations on tax appeal cases filed by MA taxpayers and/or their authorized reps. •Assisted with testing new functionality in the updated Genisys tax software system.

Chelsea, Massachusetts, United States

•Promoted from Seasonal Tax Examiner I to Tax Examiner II for consistently outperforming other seasonal tax examiners.•Represented the department in direct public dealings with MA taxpayers and/or their authorized representatives; this included but was not limited to responding to both telephone and written inquiries regarding taxpayer financial tax accounts, as well as, provided technical assistance by explaining state tax laws, rules, regulations, policies and procedures.•Chosen to represent the Contact Center in various projects quickly becoming the “go to” person amongst my peers and supervisors.•Consistently achieved both a high accuracy and completion rate on all work assignments. •Trained and mentored up to 30 seasonal tax examiners during each tax season; tasked to provide additional support to examiners who struggled to grasp certain aspects of their role. •Proven ability to diffuse volatile taxpayer situations, while maintaining the balance between the interests of the department and taxpayer satisfaction.

Chelsea, Massachusetts, United States

Hired to provide the highest level of customer service in representing the department in direct public dealings with Massachusetts taxpayers and/or their authorized representatives. This included but was not limited to responding to both telephone and written inquiries regarding taxpayer financial tax accounts, as well as, provided technical assistance by explaining state tax laws, rules, regulations, policies and procedures. Consistently outperforming the other seasonal tax examiners resulted in being promoted to a permanent role as a Tax Examiner II.

Various

• Generated customer satisfaction through the utilization of a strong interpersonal & technical skill set by implementing tax planning strategies to achieve optimal outcomes.• Reduced tax return preparation time by efficiently researching various taxation topics to aide in the preparation of federal and state income tax returns for individuals.

Danvers, Ma

•Developed effective tax planning strategies, as well as, prepared federal and state tax returns for the firm’s clients. •Successfully collaborated with colleagues to identify errors and suggest process improvements during an accounting software conversion process occurring during the busy tax season•Assisted with period end close by preparing balance sheet reconciliations, posting related journal entries and adjustments, as well as, financial statement preparation.•Recorded and reconciled client bank and credit card statements, as well as, recorded client check registers, cash receipt and disbursements journals. •Performed and presented variance analysis with explanations between accounting periods.

Burlington, Ma

•Hired as Tax Intern while completing college and then promoted to Staff Accountant upon graduating college. •Developed effective tax planning strategies, as well as, prepared federal and state tax returns for returns for the firm’s clients.•Assisted with period end close by preparing balance sheet reconciliations, posting related journal entries and adjustments, as well as, financial statement preparation.•Recorded and reconciled client bank and credit card statements, as well as, recorded client check registers, cash receipt and disbursements journals. •Performed and presented variance analysis with explanations between accounting periods. •Managed personal finances for high-income clients; recognized and recommended solutions to improve cash flow.

Burlington, Ma

Brought in to assist in the preparation of federal and state income tax returns for individuals, corporations (C & S), partnerships and trusts while I finishing my senior year of college. Quickly identified as a quick learner and a valuable team player which resulted in being hired for a permanent role upon graduating college.

Danvers, Massachusetts, United States

Hired to process a variety of routine to more complex bank transactions.•Recognized for discovering fraudulent bank activity. •Mastered bank product catalog and used it identify and promote the best opportunities for customers. •Supported post-merger implementation of new banking information systems, by training co-workers.

-Trained new staff on policies and procedures-Assisted elderly residents with seating, menu selection and meal service -Consistently provided superior customer service

Bachelor Of Science, Business Administration; Accounting, Gpa 3.2 ~ Cum Laude

Related Courses: Financial Accounting, Managerial Accounting, Forensic Accounting Intermediate Accounting I & II, Advanced Accounting.

Accounting-Financial Accounting Total – Beginners To Advanced (Refresher Course), Accounting

High School Diploma