Joshua Saks Email & Phone Number

Los Angeles, California, United States

Oversee quarterly volunteer recruitment and administrative operations for 150+ volunteers, actively managing internal emails and the VITA website, as well as updating training and tax site spreadsheets to track volunteer hours and quiz scores. Coordinate social and professional development events, surveying club wide interest and collaborating with the Finance Committee to ensure events are strategically planned within budgetary constraints.

Los Angeles, California, United States

Conduct thorough audits of 50+ completed tax returns by student volunteers, ensuring alignment with IRS VITA scope of service, successfully transmitting 95% of filings and securing $281,000 in refunds after guiding clients through their returns.

Los Angeles, California, United States

Engaged in an 8-week training program to develop expertise in both federal and California state tax preparation, covering topics including income, credits, deductions, and hands-on practice through a mock tax site. Provide comprehensive tax help at tax site to students and low-income individuals, applying TaxSlayer knowledge to assist 50+ clients with complex tax situations.

Los Angeles, California, United States

Maintain and update club records, overseeing the mailing list and utilizing MailChimp for communications, while collaborating with the Social Media Manager to develop engaging written content for postings catering to all proficiency levels in German. Contribute to the club’s formal recognition at UCLA by revising the club constitution, serving as a club signatory, promoting the club at the Enormous Activities Fair, and conducting research on SOLE requirements.

Los Angeles, California, United States

San Diego, California, United States

Instruct weekly introductory chess classes (1-4 students) by developing engaging lesson plans via Google slides, virtual chess platforms, and checkmate puzzles, promoting students’ critical thinking and pattern recognition skills. Liaise with parents to schedule lessons over Zoom, while monitoring the company’s Facebook page and website to interact with potential clients regarding lesson availability.

Participate in select phases of Norstella’s tax compliance projects, including creating income and sales/use tax filing trackers, researching filing deadlines using Bloomberg Tax smart charts, calculating apportionment for franchise tax, and analyzing nexus studies for 20 U.S. corporations and partnerships to determine current jurisdictional requirements. Reconcile consolidated financial statements with local ledger trial balances, create the fixed asset depreciation schedule for out-of house tax preparation, and map trial balance accounts to lines both on Forms 1065 and 1120. Redesign the tax Outlook shared inbox system by implementing rules, categories, and folders to organize incoming inquiries, reducing the backlog of neglected emails by 100% while utilizing coworkers’ feedback during biweekly department meetings.

San Diego, California, United States

Acquired project management experience through the redesigning of Y-Drive's three holding companies in collaboration with Planet Marketing via Asana and Slack to revise the user interface and website content. Spearheaded the creation of social media ads and implemented a quote-by-text feature to modernize outdated systems, resulting in some posts reaching 1000+ likes, and actively engaged with customers through trivia-based Instagram stories to enhance company recognition and interaction.

San Diego, California, United States

Involved in customer relations by providing shipping quotes, managing Facebook and Instagram direct messages, handling Crisp live chat, sending contracts, and preparing US Customs Documents for cross-border shipments.

San Diego, California, United States

Aided teacher after school with grading Algebra I and AP Statistics tests, assignments, and projects after receiving a 5 on the 2021 AP Statistics exam, additionally facilitating POD sessions to prepare students for weekly assessments.

Exposed elementary students to a holistic view of the world. Researched countries to be explored & then create detailed presentations that include charades, word searches, pictures, fun facts, and discussions sharable on Zoom. Emphasized travel expenses/budgeting to the students, while serving as the "in-country guide."

Encinitas, California, United States

Shadowed a special needs student within a religious environment. Supported him in activities including stories, dance, puppets, & crafts. Instilled in him the values of and connection to holidays & the Torah. Facilitated and guided him when communicating with peers by encouraging social interaction. Assisted the teacher with classroom management.

Bachelor Of Arts - Ba, Business Economics

Activities and Societies: Volunteer Income Tax Assistance (VITA) at UCLA, Bruin Finance Society, UCLA German Club, Hillel at UCLAMajor.

High School Diploma, 4.40 Gpa

Activities and Societies: AP Statistics TA, Chess Club, Varsity Tennis, Ecuador Service Trip