Tax Manager
CurrentProvide tax advice for individuals and small business clients and prepare their personal and business income tax returns.
Aug 2023 - Present
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Joshua Berman, Ea, Mst Email & Phone Number
Tax Manager at SBA CPA
at
SBA CPA
7 phones found
area 781, 617, 720, 413, and 303
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Manager at SBA CPA
Location
Denver Metropolitan Area, United States
Who is Joshua Berman, Ea, Mst? Overview
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Quick answer
Joshua Berman, Ea, Mst is listed as Tax Manager at SBA CPA at SBA CPA, based in Denver Metropolitan Area, United States. AeroLeads shows phone signal with area code 781, 617, 720, 413, 303 and a matched LinkedIn profile for Joshua Berman, Ea, Mst.
Joshua Berman, Ea, Mst previously worked as Tax Manager at Sba Cpa and Senior Tax Accountant at Barker Financial Services. Joshua Berman, Ea, Mst holds Masters, Taxation from D'Amore-Mckim School Of Business At Northeastern University.
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SBA CPA
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Profile bio
About Joshua Berman, Ea, Mst
I have a Masters of Science degree in Taxation with experience in preparing tax returns for partnerships, individuals, S Corps, C Corps, estates and trusts. I am an excellent listener with great attention to detail who provides the best product to my clients every time. I have a variety of industry experience in the electronics, financial services, home building, hospitality and software industries. I work hard to ensure the job is finished to the client's satisfaction on time. I have worked with a number of accounting and tax software programs and am adept at researching and resolving complex accounting and tax issues.To learn more reach out to me directly either on LinkedIn or by phone: 720-336-0950.
Listed skills include Accounting, Tax, General Ledger, Tax Returns, and 11 others.
Current workplace
Joshua Berman, Ea, Mst's current company
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13 roles
Joshua Berman, Ea, Mst work experience
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Senior Tax Accountant
Barker Financial Services
Provide bookkeeping, consulting and tax preparation services to individual and business clients.
Jan 2020 - Jul 2023
Tax Accountant
Helped the CPA office preparing business and personal income tax returns for their clients. Reconciled bank statements and also cleaned up the clients' Quickbooks accounts
Feb 2018 - Jul 2020
Principal, Tax Accountant, Bookkeeper & Financial Consultant
Denver Tax Return Service
Provided accounting, bookkeeping, financial services and income tax consulting and preparation services to individual and business clients.
Jan 2015 - Jan 2020
Senior Tax Accountant
Various Temp Agencies
Successfully completed assignments at Arrow Electronics, Children's Hospital Foundation, Bloch Rothman & Associates, Bauerle & Company, Janus Capital Group, M.D.C. Holdings/ Richmond American Homes, Spicer Jeffries, LLP, Vail Resorts and other companies.Composed ASC 740 & FAS 109 summaries for investment partnerships including broker-dealers and hedge funds.Prepared tax returns for individuals, partnerships, C & S Corporations and estates & trusts and discussed the results with clients.
Jul 2012 - Apr 2015
Staff Accountant
Executed compilation and review engagements for C and S Corporations & Partnerships. Prepared and filed tax returns for Partnerships, C and S Corporations and Estates & Trusts.Posted month-end journal entries to the general ledger for business clients including prepaid and accrual accounts.Created fixed asset registers and other accounting work papers using Advanced Excel functions.Researched complex tax and accounting issues.
Jun 2011 - Apr 2012
Ask A Tax Expert- Seasonal Tax Advisor
TurboTax software subject matter expert.Provided personalized customer assistance to assist in accurate and timely filings.
Dec 2010 - Apr 2011
Tax Analyst
Wellington Management Company
Coordinated and reviewed client tax allocations for common trust funds (CTF).Audited partnership tax returns for common trust funds including Forms 5471, 8621 and 8865.Accurately calculated year-end basis true-ups for taxable investors.Prepared, reviewed and submitted tax estimates and extension filings.Accurately prepared appropriate responses to IRS audits.Conducted quality assurance audits, ensured compliance with Sarbanes-Oxley (SOX) and researched complex domestic and foreign tax issues.
Sep 2009 - Aug 2010
Partnership Tax Associate 2
Prepared federal & state tax returns for private equity and hedge fund investment partnerships.Edited tax returns incorporating outside auditors’ input on client investments in foreign entities including CFC’s and PFIC’s.Completed and reviewed partnership tax allocations, provisions and other tax work papers.Audited tax returns including K-1’s. Mentored and supervised new employees.
Jan 2008 - Sep 2009
Global Tax Reclaim Specialist
Researched applicability of and processed international tax reclaims.Built positive client relationships.Notified Fund Accounting Department of necessary changes to fund’s net asset valuation due to tax reclaims.
Oct 2006 - Jan 2008
Tax Associate
H&R Block (Seasonal)
Prepared federal and multiple state tax returns tailored to clients’ requirements. Provided clients with future tax planning strategies.
Dec 2004 - Apr 2007
Corporate Action Administrator
Researched and processed domestic and international corporate action events. Helped research, reconcile, and audit third party lending issues.
May 2004 - Sep 2006
Universal Sales Associate
Successfully sold variety of loan and deposit accounts.Developed outstanding customer service skills.Suggested quality improvements to client services.
Jul 2002 - Apr 2004
4 education records
Joshua Berman, Ea, Mst education
Masters, Taxation
D'Amore-Mckim School Of Business At Northeastern University
Bachelor Of Arts - Ba, Economics
Brandeis University
Bachelor Of Arts, Economics & Politics
Brandeis University
Bachelor'S Degree, Economics
Brandeis University
FAQ
Frequently asked questions about Joshua Berman, Ea, Mst
Quick answers generated from the profile data available on this page.
What company does Joshua Berman, Ea, Mst work for?
Joshua Berman, Ea, Mst works for SBA CPA.
What is Joshua Berman, Ea, Mst's role at SBA CPA?
Joshua Berman, Ea, Mst is listed as Tax Manager at SBA CPA at SBA CPA.
What is Joshua Berman, Ea, Mst's phone number?
AeroLeads has found 7 phone signal(s) with area code 781, 617, 720, 413, 303 for Joshua Berman, Ea, Mst at SBA CPA.
Where is Joshua Berman, Ea, Mst based?
Joshua Berman, Ea, Mst is based in Denver Metropolitan Area, United States while working with SBA CPA.
What companies has Joshua Berman, Ea, Mst worked for?
Joshua Berman, Ea, Mst has worked for Sba Cpa, Barker Financial Services, Tobin, Ruparel, Konczak & Mundell, P.C., Denver Tax Return Service, and Various Temp Agencies.
How can I contact Joshua Berman, Ea, Mst?
You can use AeroLeads to view verified contact signals for Joshua Berman, Ea, Mst at SBA CPA, including work email, phone, and LinkedIn data when available.
What schools did Joshua Berman, Ea, Mst attend?
Joshua Berman, Ea, Mst holds Masters, Taxation from D'Amore-Mckim School Of Business At Northeastern University.
What skills is Joshua Berman, Ea, Mst known for?
Joshua Berman, Ea, Mst is listed with skills including Accounting, Tax, General Ledger, Tax Returns, Auditing, Quickbooks, Sarbanes Oxley Act, and Corporate Tax.
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