Senior Tax Associate/Accountant

Joseph F. Boyd

Framingham, MA *****

Phone: 978-***-****

Email: **********@*****.***

LinkedIn: www.linkedin.com/in/josephfboyd

Summary

IRS Enrolled Agent and experienced tax professional with 15+ years of success in public accounting, national tax platforms, and state and federal tax enforcement. Skilled in preparing and reviewing complex tax returns for individuals, businesses, and trusts (Forms 1040, 1120, 1120-S, 1065, 1041), filing tax extensions, managing audits, and mentoring teams. Background includes audit work with the IRS and fraud investigations with the Massachusetts Department of Revenue.

Key Skills

Tax Return Preparation • Public Accounting • IRS & State Audit Support • Tax Compliance

Extension Filing • Team Leadership • Trust & Estate Tax (1041) • Federal & Multi-State Returns

QuickBooks & Accounting Systems • Tax Software (UltraTax, CCH, ProConnect) • Strategic Advising

Client Relationship Management • Financial Analysis • Fraud Investigation • Payroll & AP/AR

Professional Experience

IRS Revenue Agent

Internal Revenue Service

January 2025 – Present

- Conducted audits and reviews of individual and small business tax returns under federal law.

- Analyzed financial documentation to identify discrepancies.

- Maintained accurate case documentation and communicated with taxpayers to clarify compliance issues.

Senior Tax Associate

Cloud9 Advisory

July 2024 – December 2024

- Solely prepared and reviewed individual, corporate, partnership, and fiduciary returns (1040, 1120, 1120-S, 1065, 1041).

- Filed tax extensions and provided compliance guidance to individuals and small businesses.

- Worked directly with firm founders to streamline internal processes.

Senior Tax Associate

Peter A. Norton, CPA, PC

March 2024 – May 2024

- Prepared federal and state returns for a variety of clients including businesses and trusts.

- Applied current tax laws to ensure accurate seasonal filings.

Medical Leave – Long Covid-19

October 2023 – February 2024

Tax Content Analyst

Intuit (Contract)

September 2023 – October 2023

-Tested tax engine logic for TurboTax and ProConnect platforms for accuracy and usability.

Senior Tax Associate

LegalZoom Tax

April 2022 – August 2023

- Prepared and reviewed federal and multi-state returns for individuals, businesses, and trusts (1040, 1120, 1120-S, 1065, 1041).

- Filed tax extensions and advised clients on estimated payments.

- Mentored a team of 5+ tax associates, supporting accuracy and workflow management.

Tax Expert, Full Service

Intuit – TurboTax

March 2021 – April 2022

- Delivered tax preparation services for complex returns.

- Researched and resolved client tax issues under evolving regulatory conditions.

Plant Accountant

Grand Image Inc.

September 2019 – March 2020

-Managed AP/AR, payroll, and corporate tax responsibilities as the sole accounting staff member.

Accounting & Contract Roles

Various Companies

2017 – 2019

- Employers included T.F. Allen CPAs, NaviNet/NantHealth, iXBlue, and Saint Gobain Abrasives.

- Responsibilities included general ledger, reconciliations, month-end close, and payroll processing.

Senior Accountant

Sudbury Senior Trips

1994 – 2017

-Managed all accounting and HR functions including financial reporting, payroll, and staff supervision.

Tax Fraud Investigator / Senior Auditor

Massachusetts Department of Revenue

1988 – 2007

- Led complex tax fraud investigations in coordination with law enforcement.

- Prepared cases for legal proceedings and developed evidence reports for prosecutions.

Education

University of Massachusetts at Amherst — B.S. in Accounting

Certifications

IRS Enrolled Agent

QuickBooks ProAdvisor

Federal Training

IRS-CI FLETC: SAIT #60

SCERS – Seized Computer Evidence Recovery

CEAT – Computer Evidence Analysis

Money Laundering Investigations

Software & Tools

Tax Software: UltraTax, ProConnect, CCH Axcess, Drake, ProSeries, Lacerte, TaxAct

Accounting Systems: QuickBooks, Xero, Sage Intacct, Zoho Books, NetSuite, SAP, Deltek

Payroll/HR: ADP, Paychex, Workday, Gusto, Patriot, Kronos

Productivity: Microsoft Office, Google Workspace, DocuSign, SmartVault

Research: BNA, CCH AnswerConnect, LexisNexis, Westlaw, Checkpoint

Professional Memberships

National Association of Enrolled Agents (NAEA)

National Society of Tax Preparers (NSTP)

National Association of Tax Preparers (NATP)

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