Josiah Donald
@josiahdonald
Tax associate experienced in sales & use tax, client onboarding, and compliance.
United StatesWhat I'm looking for
I am a results-driven tax professional with hands-on experience preparing and filing high volumes of sales and use tax returns across public accounting and private firm environments. I have worked with high-net-worth clients, supported onboarding efforts, and consistently met monthly filing targets, demonstrating strong attention to detail and reliability.
I hold a Master’s Degree in Accounting (CPA eligible) and have used systems including OneSource, Oracle, Peoplesoft, QuickBooks, Vertex, and advanced MS Excel to streamline tax processes and accounts receivable workflows. I am motivated, adaptable, and thrive both independently and as part of collaborative teams to deliver accurate tax compliance and outstanding client service.
Experience
Work history, roles, and key accomplishments
Tax Associate
Sales Tax And More
Aug 2023 - Present (2 years 1 month)
Worked in SALT/Sales and Use Tax department preparing and filing over 350 sales and use tax returns monthly and managing filings for 27 clients per month to ensure compliance and timely submissions.
HBTax Specialist
H&R Block
Dec 2023 - Apr 2024 (4 months)
Prepared complete and accurate Form 1040 tax returns, delivered client tax advice, and provided outstanding client service during tax season.
BLWorked in SALT/Sales and Use Tax department preparing and filing over 100 returns monthly for high-net-worth clients, supported onboarding of 17 client engagements and improved processing efficiency.
Business Manager
PDG+creative
Jan 2021 - Jan 2022 (1 year)
Managed accounts receivable, invoicing, payroll and bill payments, maintained timekeeping records, and supported office operations to streamline financial workflows.
Education
Degrees, certifications, and relevant coursework
LULiberty University
Master of Accounting, Accounting
2023 - 2024
Completed a Master’s Degree in Accounting (CPA eligible) from Liberty University between May 2023 and May 2024.
OUOklahoma Wesleyan University
Bachelor of Science, Accounting
2018 - 2022
Activities and societies: Collegiate basketball; Pareto Group - Top 20% Business Students; Dean's Honor Roll
Earned a Bachelor’s Degree in Accounting from Oklahoma Wesleyan University from August 2018 to May 2022.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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