Joshua Keith

Staff Level II Accountant (Tax) | Automotive & Real Estate

Role
Staff Level Ii Accountant at Withum
Location
Brockton, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joshua Keith

I am a Staff Level II Accountant at Withum, specializing in preparing corporate and individual tax returns for clients in the automotive dealership and real estate industries. My experience includes multi-entity, consolidated, and multi-state filings, along with assisting clients in navigating complex tax compliance and planning matters.Beyond client work, I am committed to service and community impact. I volunteer at the Community Economic Development Center (CEDC) in New Bedford, MA as part of the IRS VITA program, where I have helped prepare more than tax returns for low-income individuals and families across Southeastern Massachusetts and Northern Rhode Island from 2021 through 2024.I hold an MBA with a concentration in Organizational Leadership from UMass Dartmouth (Class of 2024), where I also earned my B.S. in Accounting, graduating Summa Cum Laude (Class of 2023). Prior to that, I earned an A.S. in Business Administration from Massasoit Community College (Class of 2021).

Experience

  1. Staff Level Ii Accountant

    Withum

    Jun 2024 — Present · Braintree, MA, US

    Prepare federal, multi-state, and jurisdictional tax returns for Corporations (1120), S-Corps (1120-S), Partnerships (1065), and high-net-worth individuals (1040).• Prepare Massachusetts (MA 355U) and New Hampshire (NH-1120-WE) Unitary Returns for consolidated groups.• Prepare large combined and consolidated returns (1065, 1120, 1120-S) for multi-entity organizations.• Review tax returns (1065, 1120, 1120-S, 1040) for accuracy and compliance with the Internal Revenue Code.• Assist with corporate and individual tax planning projections using Bloomberg Income Tax Planner (BNA).• Communicate with clients to gather tax information and build strong professional relationships.• Create trial balances from source statements; prepare Income Summary, Basis, and Equity schedules.• Train and mentor new staff and interns, supporting onboarding and procedural integration.• Lead office fundraising efforts for the Boys & Girls Club of Dorchester by organizing events and donation drives.• Serve as CaseWare WorkingPapers Champion and office lead for software migrations, developing training materials, case studies, and live demonstrations.• Represent the firm at career fairs, assisting with recruiting entry-level staff and interns.• Write technical tax law–related articles for client-facing firm marketing materials.• Utilize tax software and productivity tools, including Microsoft Excel, Thomson Reuters GoSystemTax, CCH ProSystem FX (Engagement & Fixed Assets), CaseWare WorkingPapers, and Wolters Kluwer XCM Solutions.

Education

  • Massasoit Community College

    A.S. in Business Administration

    2019 — 2021

  • University of Massachusetts Dartmouth

    M.B.A., Concentration in Organizational Leadership

    2023 — 2024

  • University of Massachusetts Dartmouth

    B.S. in Accounting, Minor in Business Management

    2021 — 2023

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Joshua Keith — Staff Level Ii Accountant at Withum in Brockton, MA, US | Unifers