Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Joe Silvestri

Joe Silvestri

Santa Rosa

Summary

Experienced staff accountant and tax professional with three years of extensive business and individual taxation experience with emphasis in wine and hospitality. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.

Overview

3
3
years of professional experience

Work History

Senior (Tax) Accountant

BPM, LLP
07.2022 - 11.2023
  • Assisted the private client services (PCS) department in preparing both individual and fiduciary income tax filings for our (HNW) or high-networth individual clients.

Staff Accountant

Elliott CPA Group, Inc.
12.2020 - 07.2022
  • Prepared monthly/quarterly/annual financial statements as well as business and individual income tax filings (seasonally).

Staff Associate I

CliftonLarsonAllen (CLA)
09.2020 - 11.2020
  • Assisted in the preparation of North Bay business and individual income tax filings.

Education

Bachelor of Science in Business Administration with a Concentration in Accounting -

Sonoma State University
05.2020

Associate of Science for Transfer in Business Administration -

Santa Rosa Junior College
12.2017

Skills

  • General Ledger Reconciliations
  • Research and Documentation
  • Federal and State Tax Returns
  • Tax Computing
  • Verbal and Written Communication

Hobbies and Interests

  • Golf - The Fountaingrove Club
  • Baseball - Sonoma County Men's League (REBL)

Timeline

Senior (Tax) Accountant

BPM, LLP
07.2022 - 11.2023

Staff Accountant

Elliott CPA Group, Inc.
12.2020 - 07.2022

Staff Associate I

CliftonLarsonAllen (CLA)
09.2020 - 11.2020

Bachelor of Science in Business Administration with a Concentration in Accounting -

Sonoma State University

Associate of Science for Transfer in Business Administration -

Santa Rosa Junior College
Joe Silvestri