Joshua Lennon

Experience

1. Tax Service Processing Coordinator

   CLA (CliftonLarsonAllen)

   May 2024 — Present · Arlington, VA, US

   Provide administrative support to the tax department, ensuring efficient workflow and timely completion of tasks- Coordinate and manage schedules, appointments, and meetings for tax professionals- Prepare and process tax documents, reports, and correspondence with a high level of accuracy- Maintain organized records and files, ensuring compliance with company policies and regulatory requirements- Assist in the preparation and submission of tax returns and other financial documents- Serve as a point of contact for clients, handling inquiries and providing excellent customer service- Monitor and manage office supplies and equipment, ensuring optimal functioning and availability- Collaborate with team members to streamline processes and improve office efficiency- Conduct research and compile data for various tax-related projects and reports- Handle confidential information with discretion and professionalism.

Education

• University of Maryland - Robert H. Smith School of Business

  Bachelor of Science - BS

  2022 — 2024