Jo-Ann Owens

Accountant

*** ******* ****** - *** *******, Louisiana 70117

Cell: 504-***-**** email: ac0148@r.postjobfree.com

Professional Profile

Resourceful accounting and tax professional with extensive experience preparing Financial Statements, Audits, Payrolls, and Taxes in the public and private sectors

Highlights

Accounting operations professional

Payroll and tax accounting and preparation specialist

Excellent written and verbal communication skills

Motivate and lead by example

Protect organization’s value

Understanding of accounting principles

Use time and resources effectively

Ability to analyze data and provide recommendations

Accustomed to being in a position of responsibility

Possess a passion to learn and increase skill

Technical Proficiency

QuickBooks Pro, QuickBooks Online

Quickbooks Enterprise Solutions, Peachtree

Intuit Pro Series Tax Software, Lacerte Tax Software, CFS Tax Software

MS Word/Excel

Cloud Based Accounting and Tax Preparation

Professional Experience

Feb. 2010 – Dec. 2010

Accountant

Accountemps

Prepared client tax returns in accordance with strict standards for a local CPA firm.

Audited, evaluated and resolved differences in vendor invoices in accordance with contract guidelines during the clean-up operations following the BP Gulf of Mexico oil spill.

March 1995 – Dec. 2009

Accountant

Jo-Ann Owens, Accountant – New Orleans, LA

.

Served various small business owners across South Louisiana as company bookkeeper and accountant.

Ensured accurate data entry of accounts receivable, accounts payable, and journal entries. Prepared timely general ledger information and financial statements for business clients.

Completed bank reconciliations, depreciation schedules, sales tax returns and payroll documentation.

Jo-Ann Owens - Page 2

Maintained federal and state quarterly and annual payroll reports, including Forms W-2 and 1099.

Prepared federal and state income tax returns for corporations, partnerships and individual clients.

Educated small business clients on the use of financial statements to enhance business solutions by

identifying deficiencies and developing cost cutting plans to improve profits.

June 1989 – Feb. 1995

Tax and Payroll Manager

Lykes Bros Steamship Co., Inc. – New Orleans, LA

Computed and deposited payroll taxes owed to federal and state agents by applying prescribed rates, laws, and regulations for all seamen on completed voyages and land based employees.

Prepared and timely filed quarterly and annual payroll reports in compliance with laws and regulations.

Reviewed and balanced year-end employee W-2 forms to all payroll data and reports.

Maintained monthly and year-end asset, payroll and tax journal entries for financial statements.

Prepared “stand alone” Federal corporate income tax returns and State of Louisiana corporate tax returns with apportionment schedules.

Assisted corporate controller with federal and state income tax audits.

Reduced penalty and interest debt by filing timely payroll reports and working with the IRS and State of Louisiana to correct previously filed payroll reports.

Assigned to special projects as needed.

Education

Bachelor of Science: Accounting

University of New Orleans – New Orleans, LA

Additional Information

2011 – 2013

Personal Assistant to dialysis patient

Resided and assisted in patient’s home.

Scheduled all medical and physician

appointments and accompany the patient to the appointments.

Dispensed medications to patient as prescribed by physicians.

Shopped for groceries and supplies and prepared all meals.

Provided light housekeeping duties.

Kept patient comfortable and provided companionship.

Affiliations and Activities

Member, American Society of Women Accountants (ASWA)

Member, University of New Orleans Alumni Association

Participant, Workshops and CPE courses to keep current on tax issues.

Attendee, Business seminars to gain additional skills on management, negotiation, leadership,

and team building

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