Joshua Greenbaum, CPA
Manager
Josh is a Manager at the Marlton office, joining Stephano Slack with the MWE merge. Josh started at MWE in January 2010 as a staff accountant before progressing to senior accountant and ultimately assuming his current role as Manager.
Josh is distinguished by his exceptional ability to collaborate effectively with clients at all levels of their organization, from business owners to bookkeepers and all levels in between. With a background in both tax and audit, Josh has a wide array of knowledge and experience to draw upon to effectively advise and assist clients. Josh excels working with clients to help clients navigate complex financial landscapes. A recent example of this was his ability quickly digest the various COVID-related programs, and help clients optimize their available benefits from these programs including helping to secure millions of dollars in Employee Retention Credit (ERC) refunds and forgiven Paycheck Protection Program (PPP) loans.
Josh earned his Bachelor's degree in 2009 from the Kelley School of Business at Indiana University. He is a Certified Public Accountant in the State of New Jersey and holds memberships with the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
Josh lives in Voorhees, NJ and enjoys following sports in his free time, including supporting all of the local Philadelphia teams.
Key Areas of Expertise:
- Tax Planning
- Outsourced Controller Services
- Business, Individual, and Trust Tax Compliance
- Financial Reporting
Memberships and Community Involvement:
- American Institute of Certified Public Accountants (AICPA), Member
- New Jersey Society of Certified Public Accountants (NJCPA), Member