Joseph is a Manager in the Tax Department of the Roseville office of Olsen Thielen and specializes in small businesses, partnerships, and individuals.
Experience
- Manages and reviews tax compliance for individuals, partnerships, and corporations, ensuring accuracy and adherence to federal, state, and local regulations
- Provides strategic tax planning for C corporations, S corporations, and individual shareholders to optimize tax efficiency and minimize liabilities
- Oversees and coordinates multi-state taxation matters, addressing nexus and filing requirements across jurisdiction
- Leads year-end tax planning initiatives for both individuals and businesses, identifying opportunities for savings and strategic restructuring
- Supervises and mentors staff accountants, reviewing workpapers and returns to ensure quality and compliance
- Collaborates with clients to provide proactive guidance on business transactions, accounting methods, and evolving tax legislation
Education
Master of Business Taxation (MBT), University of Minnesota Carlson School of Management, Twin Cities
Bachelor of Science in Accounting and Finance, University of Wisconsin, La Crosse
Affiliations
- American Institute of Certified Public Accountants (AICPA) member
- Minnesota Society of Certified Public Accountants (MNCPA) member
Core Specializations
- Closely-held C Corporations and S Corporations
- Individuals
- Manufacturing and Distribution
- Professional Services
- State and Local Taxation
- Telecommunications