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Joe Altman
Tax Supervisor at RSM US LLP specializing in private equity • Enrolled Agent • former business journalist
Joe Altman is a seasoned tax professional with a focus on private equity funds and management companies.
He brings a wealth of experience in communication and organizational skills to drive success at RSM's North American Service Center, where he leads a team preparing tax returns for investment fund clients nationwide.
Joe is passionate about empowering people, sharing knowledge, improving communication, enhancing organization, and standardizing processes for increased value and efficiency within his team and the firm.
His accomplishments include becoming an Enrolled Agent with unlimited rights to represent clients before the IRS, showcasing expert writing and editing skills honed during a journalism career, completing accounting coursework at Arizona State University, and excelling in proofreading and fact-checking with meticulous attention to detail.
Joe excels at prioritization, delegation, quick decision-making, and thorough analysis of information from various sources.
His educational background includes a Bachelor of Arts from the University of Arizona and coursework at Arizona State University's W. P. Carey School of Business.
His professional experience spans roles such as Tax Supervisor at RSM US LLP, Full Charge Bookkeeper at Perfection Services Lawn Maintenance, Tax Senior Associate and Master Tax Advisor at H&R Block, and self-employment as a tax professional at Roundwind Bookkeeping & Tax.
Additionally, Joe has held editorial positions at The Associated Press, including West Regional Desk Editor, Autos Editor, Business News Night Supervisor, and Night Supervisor.
