Joshua Berman, Ea, Mst personal email
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Joshua Berman, Ea, Mst phone numbers
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.
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Tax ManagerSba Cpa Aug 2023 - PresentJefferson County, Colorado, UsProvide tax advice for individuals and small business clients and prepare their personal and business income tax returns. -
Senior Tax AccountantBarker Financial Services Jan 2020 - Jul 2023Provide bookkeeping, consulting and tax preparation services to individual and business clients.
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Tax AccountantTobin, Ruparel, Konczak & Mundell, P.C. Feb 2018 - Jul 2020Denver, Colorado, UsHelped the CPA office preparing business and personal income tax returns for their clients. Reconciled bank statements and also cleaned up the clients' Quickbooks accounts -
Principal, Tax Accountant, Bookkeeper & Financial ConsultantDenver Tax Return Service Jan 2015 - Jan 2020Provided accounting, bookkeeping, financial services and income tax consulting and preparation services to individual and business clients.
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Senior Tax AccountantVarious Temp Agencies Jul 2012 - Apr 2015Successfully 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.
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Staff AccountantGinsburg, Cohen & Company, Pc Jun 2011 - Apr 2012Executed 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. -
Ask A Tax Expert- Seasonal Tax AdvisorIntuit Dec 2010 - Apr 2011Mountain View, California, UsTurboTax software subject matter expert.Provided personalized customer assistance to assist in accurate and timely filings. -
Tax AnalystWellington Management Company Sep 2009 - Aug 2010Coordinated 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.
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Partnership Tax Associate 2State Street Jan 2008 - Sep 2009Boston, Massachusetts, UsPrepared 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. -
Global Tax Reclaim SpecialistInvestors Bank & Trust Oct 2006 - Jan 2008Boston, UsResearched 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. -
Tax AssociateH&R Block (Seasonal) Dec 2004 - Apr 2007Prepared federal and multiple state tax returns tailored to clients’ requirements. Provided clients with future tax planning strategies.
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Corporate Action AdministratorState Street May 2004 - Sep 2006Boston, Massachusetts, UsResearched and processed domestic and international corporate action events. Helped research, reconcile, and audit third party lending issues.
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Universal Sales AssociateDirect Federal Credit Union Jul 2002 - Apr 2004Needham, Ma, UsSuccessfully sold variety of loan and deposit accounts.Developed outstanding customer service skills.Suggested quality improvements to client services.
Joshua Berman, Ea, Mst Skills
Joshua Berman, Ea, Mst Education Details
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D'Amore-Mckim School Of Business At Northeastern UniversityTaxation -
Brandeis UniversityEconomics
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Brandeis UniversityEconomics & Politics
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Brandeis UniversityEconomics
Frequently Asked Questions about Joshua Berman, Ea, Mst
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 the current company?
Joshua Berman, Ea, Mst's current role is Tax Manager at SBA CPA.
What is Joshua Berman, Ea, Mst's email address?
Joshua Berman, Ea, Mst's email address is je****@****ail.com
What is Joshua Berman, Ea, Mst's direct phone number?
Joshua Berman, Ea, Mst's direct phone number is +178182*****
What schools did Joshua Berman, Ea, Mst attend?
Joshua Berman, Ea, Mst attended D'amore-Mckim School Of Business At Northeastern University, Brandeis University, Brandeis University, Brandeis University.
What skills is Joshua Berman, Ea, Mst known for?
Joshua Berman, Ea, Mst has skills like Accounting, Tax, General Ledger, Tax Returns, Auditing, Quickbooks, Sarbanes Oxley Act, Corporate Tax, Fixed Assets, Bookkeeping, Journal Entries, Tax Preparation.
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