Joseph DeSario

Reviewed and prepared federal and multi-state tax returns for partnerships, corporations, and individuals; experienced with C-Corps and ASC 740 tax provisions Researched fundamental tax issues using online tools Performed other accounting duties needed in engagements as assigned by managers

Tax Senior at Cherry Bekaert (2024-01 – 2025-01)

• Reviewed and prepared federal and multi-state tax returns for partnerships, corporations, and individuals; experienced with C-Corps and ASC 740 tax provisions
• Researched fundamental tax issues using online tools
• Performed other accounting duties needed in engagements as assigned by managers
• Trained and developed staff accountants
• Communicated with managers, partners, and clients nationally using one firm approach
• Obtained CPE credits through firm-based e-learning programs
• Gained feedback from management post-tax season to improve on development areas

Tax & Financial Reporting Accountant at Barbee Tax Consulting (2020-12 – 2022-01)

• Prepared and reviewed forms 4868/ 7004 extension, 1040-ES estimate, 1040 individual, 1065 partnership, 1120 corporation, and 1120-S corporation tax returns
• Analyzed the tax impact and assisted with rolling over a Traditional IRA into a Roth IRA
• Researched and consulted on an IRS audit defense to minimize taxes and penalties
• Documented public meeting minutes for US Census and assisted with providing employee 1095-C's

Tax Intern, Staff I, & Staff II at Ernst & Young (2016-06 – 2019-03)

Financial Services Industry

• Prepared federal and state flow- through entity tax returns and extensions for private equity, hedge, and real estate funds
• Amended state and local business tax returns to apply the net operating loss carryback
• Utilized automated excel programs, participated in team meetings, and attended multi-day training events to improve processes

Tax Intern & Tax Accountant at Daluga Boland & Montgomery (2015-06 – 2017-05)

• Assisted both the CPA and CFA with providing tax and financial services

B.S.B in Accountancy & Management – DePaul University (2017-06)