Joshua Jones
Southampton
Summary
Experienced Senior Accountant specializing in month-end close processes and tax compliance. Demonstrated ability to grow client relationships and guide teams in executing tax and accounting work. Committed to enhancing financial performance through strategic planning and analysis.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Senior Accountant
Foresight Business Solutions
King of Prussia
10.2024 - Current
- Managed monthly financial close process, ensuring timely and accurate reporting.
- Prepared financial reports and conducted client meetings.
- Created tax projections and collaborated with clients on implementing tax-saving strategies.
- Prepared workpapers and input tax returns for individuals, SMLLCs, partnerships, S corporations, C corporations, estates, and nonprofits (990, EZ, T, PF).
- Trained staff on QuickBooks, CCH suite, BNA, MFPCO and other relevant software applications.
- Mentored junior staff on accounting and tax practices to enhance performance.
- Led a team focused on accounting and tax input processes.
- Light technical support for the office for software or hardware issues.
Staff Accountant
Foresight Business Solutions
King of Prussia
05.2020 - 10.2024
- Managed monthly financial reconciliations and maintained accurate accounting records.
- Compiled financial reports for clients
- Prepared workpapers and input tax returns for individuals, SMLLCs, partnerships, S corporations, C corporations, estates, and nonprofits (990, EZ, T, PF).
- Organized and created work papers from original documents.
Intern
Foresight Business Solutions
King of Prussia
12.2019 - 05.2020
- Organized and maintained financial documents and records for clients.
- Reconciled internal reports to ensure accuracy and compliance.
- Prepared workpapers for individuals from source documents.
- Handled incoming calls and directed to appropriate personnel.
Education
Bachelor of Science - Accounting
Gwynedd Mercy University
Gwynedd Valley, PASkills
- Financial reporting
- Month-end closing
- Tax compliance
- Federal, State, and Local Tax preparation
- Experience with multiple state tax returns
- Sales tax processing
- Payroll processing (ADP and Gusto)
- Team management, delegation, and oversight
- Staff training: accounting, tax, and software
- Client relationship management
- CCH Axcess Suite
- QuickBooks (desktop and online)
- Microsoft Office Suite
- Software troubleshooting
Certification
In process of completing EA license. Currently passed 1 exam.
Timeline
Senior Accountant
Foresight Business Solutions
10.2024 - Current
Staff Accountant
Foresight Business Solutions
05.2020 - 10.2024
Intern
Foresight Business Solutions
12.2019 - 05.2020
Bachelor of Science - Accounting
Gwynedd Mercy University