JEANNE FRANKLIN, J.D., LL.M., CPA
Arlington, Virginia 22203
Cell: 713-***-****
*******@***.***
CAREER SUMMARY
Actively licensed Texas Certified Public Accountant and Texas Attorney.
Prepare federal tax returns and provide tax planning advice to expatriates,
foreign persons with United States investments, United States citizens with
foreign investments. Perform month end close. Assisted in development of
Sarbanes-Oxley Section 404 reviews.
CRITICAL SKILLS
Texas Bar Association District of Columbia Bar Association
Certified Public Accountant
Microsoft Word Microsoft Excel Microsoft
PowerPoint
ATX Tax Software ProSystem fx Tax Software LexisNexis
LEGAL EXPERIENCE
Small Law Firm, Arlington, VA, November 2009 - Current
Associate
Prepare federal tax returns and provide tax planning advice to expatriates,
foreign persons with United States investments, United States citizens with
foreign investments. Prepare informational returns, including Form TD F 90-
22.1, Form 926, Form 5471, Form 5472, and Form 8858. Ensure compliance
with the United State's real property tax act, including preparation of
Form 8804 and Form 8805.
Mississippi College School of Law, Jackson, MS, May 2006 - April 2008
Legal Research Fellow ? September 2007 - April 2008
Dean's Fellow ? January 2008 - March 2008
Student Worker ? May 2006 - January 2007
Assisted first year law students with assigned legal research projects,
using both printed and electronic resources. Co-coordinated the second
annual Tax Clinic sponsored by Mississippi College School of Law and
Mission First Legal Aid office. Assisted lower income residents of
Jackson, Mississippi in electronically filing their federal and state tax
returns.
Barnes, Broom, and McLeod, P.A., Flowood, MS, February 2007 - July 2007
Law Clerk
Prepared various legal documents including Last Will and Testaments,
Trusts, Corporations, and Limited Liability Companies, Interrogatories, and
Corporate Minutes. Assisted clients with Estate issues, including planning
and preparation for litigation.
ACCOUNTING/MANAGERIAL EXPERIENCE
Consolidated Graphics, Houston, TX, January 2003 - July 2005
Adhoc Regional Controller / Manager, Business Compliance
Performed internal control reviews, including Sarbanes-Oxley 404 internal
control evaluations. Performed month-end financial closings. Responsible
for hiring and training new controllers.
Duke Energy Trading & Marketing, Houston, TX, May 2001 - January 2003
Manager, Gas Accounting
Consolidated and reconciled month end gas accounting. Performed special
projects as requested for the Director of Gas Accounting and the Senior
Director of Gas Accounting, including maintaining departmental metrics and
consolidating financial information for the Houston, Salt Lake, and Calgary
offices.
Constellation Energy Source, Houston, TX, September 1999 - May 2001
Manager, Gas Operations
Managed Gas Operations for Constellation's electric generation assets.
Developed and maintained database for retail customers, which was used in
forecasting natural gas volumes. Assisted Accounting with profit and loss
statements and invoice discrepancies. Maintained accounting system.
PG&E Energy Trading, Houston, TX, August 1997 - September 1999
Senior Scheduler, Gas Operations, Northeast Team
Scheduled, monitored, and optimized the northeast electric generation
assets managed by PG&E. Scheduled and monitored northeast pipelines.
Assisted Accounting with reconciling pipeline statements.
Tenneco, Inc., Houston, TX, April 1991 - August 1997
Staff Accounting Analyst ? July 1995 - August 1997
Staff Analyst, Financial Analysis and Budget ? May 1993 - July 1995
Staff Auditor, Internal Audit ? April 1991 - May 1993
Developed and maintained departmental budget. Prepared and maintained the
consolidated financial information for Tenneco Energy. Led, supervised,
and assisted on various audits for Tenneco Inc.'s holdings. Conducted
special projects, as requested, for Audit Director.
Additional previous roles included Senior Auditor and Senior Tax Staff -
Ernst & Young;
Auditor and Federal Tax Staff - Texas Eastern Corporation. Details on
request.
EDUCATION
NEW YORK UNIVERSITY SCHOOL OF LAW, New York, NY
Master of Laws in Taxation, May 2009
MISSISSIPPI COLLEGE SCHOOL OF LAW, Jackson, MS
Juris Doctor, cum laude, May 2008
Honors: Dean's List, Spring 2006 - Spring 2008; MS Corporate Counsel
Scholarship Award, Spring 2007;
Academic Scholarship, Fall 2007 - Spring 2008
LOUISIANA TECH UNIVERSITY, Ruston, LA
Masters of Professional Accountancy, March 1985
Bachelor of Science - Accounting, November 1983
OTHER INFORMATION /PROFESSIONAL AFFILIATIONS
American Bar Association
American Institute of Certified Public Accountants
American Association of Attorney-CPAs
Texas Society of Certified Public Accountants