Jo-Anne K. Hickey, CPA
PO Box ******
Dallas, TX 75374
SUMMARY OF QUALIFICATIONS
Accomplished Certified Public Accountant with 15+ years of extensive accounting and tax compliance experience in the following areas:
Big 4 projects
Non-profit operations exceeding $700,000
Partnership, C-Corporation and S-Corporation Income Tax and State Income Tax
Individual, Trust and International Income Tax
Multi-jurisdiction Sales Tax
Medical & Business Consulting
Oil & Gas, Real Estate, & Manufacturing
PROFESSIONAL EXPERIENCE
Consultant Robert Half; Jan 2018 - Oct 2018
CornerStone Staffing
●Audited 4 yrs Partnership and individual tax returns
●Researched tax-related questions and issues, and responded to clients
●Responsible for the preparation of federal and state corporate, S-corporations, partnerships and individual returns
●Financial planning for businesses
●Reviewed federal and state returns and helped lower level accountants.
Senior Tax Accountant Turner, Stone & Company, LLP Feb 2017 - July 2017
Public Accounting Firm
●Researched tax-related questions and issues, and responded to clients
●Responsible for the preparation of federal and state individual, trust, gift, partnership, corporate and S-corporation tax returns
●Prepared quarterly estimates, provisions, projections, special reports and projects
Tax Consultant 1880 International Jan 2012 - Dec 2016
●Researched tax-related questions and prepared audits of books
●Responsible for the preparation of federal and state corporate, S-corporations, partnerships and individual returns
●Prepared quarterly estimates, projections,
●Maintained inventory, accounts receivable, and accounts payable
●Sales and use tax filings
●Property tax
●Prepared FAS 109 and FIN 48 schedules
Senior Business Systems Analyst Thomson Reuters – Tax & Accounting May 2009 - Dec 2011
●Integral part of leading online tax software and services business, guiding and managed a team of programmers and developers in testing and launching GoSystems new tax products
●Responsible for the design, development and testing of partnership tax compliance software products
●Research, analyze and implement 1065 related tax law on federal and state levels.
●Prepared corporate forms 1120, 5471 & 5472 along with State Income tax
Tax Consultant Ericsson Inc., Sonoran Energy Inc. Oct 2007 - May 2009
●Prepared status insurance, financial plans & business tax returns
●Prepared corporate forms 5471 & 5472 (100’s per form)
●Prepared state unitary, combined & separate company tax returns
●Updated and adjusted apportionment information
●Organized fixed asset project for Texas sales & use audit
●Responsible for preparing 7 years of delinquent tax returns
●Maintained oil and gas property basis, tax allocation and depletion/depreciation schedules
Senior Tax Analyst RSR Corporation Jan 2007 - Oct 2007
●Managed state tax audits, monthly & quarterly state sales tax returns, UK VAT returns and related research
●Managed consolidated and separate company returns, forms 5471 & 5472 and state returns with CorpTax
●Supervised accounting employees
●Developed tax procedures for plant purchasing managers
Senior Tax Accountant II Weaver and Tidwell, LLP Oct 2005 - Sept 2006
Public Accounting Firm
●Manager in charge of client projects prepared by Associate and Senior I Staff with ProSystems, including return review, budgeting and billing
●Prepared IRS correspondence
●Accounted for FAS109 provisions, 263A calculations, Production tax credits, and prepare Cash to Accrual conversions
Senior Tax Accountant Auerbach Albert & Gold, LLC Aug 2001 - Oct 2005 Public Accounting Firm
●Responsible for the preparation of ProSystems individual, trust, gift, partnership, corporate and S-corporation tax returns in the areas of Oil & Gas, Real Estate, High Tech, Consumer Products & High Wealth Individuals – Federal, State and Local, and International
●Managed staff, answering technical, software, and training questions
●Accounted for FAS109 provisions, 263A calculations, and prepared Cash to Accrual conversions
●Firms liaison in charge of marketing services to Chamber of Commerce
●Client bookkeeping with QuickBooks and GoSystem Audit
Associate PricewaterhouseCoopers, LLP Feb 1999 - July 2001
Public Accounting Firm
●Managed other tax preparers
●Responsible for the preparation of GoSystems corporate, S-corporation, partnership, trust and individual federal and state tax returns in the areas of Oil & Gas, Natural Gas Pipeline, International, Real Estate, High Tech and Consumer Products
●Participated in ad hoc projects, FAS 109 provision calculations, 263A calculations and Cash to Accrual conversions
●Served as a Mentor to new Associates assisting in training and corporate acclimation
●Participated in engagement budgeting and collection processes
●Officer of the inaugural year of Work Environment Committee, working to promote positive moral of group
●Member of TLS Associates Committee, working with Tax Managing Partner to retain good staff and address issues among the associates
Pro Bono Accounting Achievement Center of Texas 2002 - 2005
●Served as Accountant for Charity service
●Audited their books and filed their 990 Return
●Financial planning and grant money allocations
EDUCATION/CERTIFICATION
Certified Public Accountant 1998
Keller Graduate School of Management 2010 - 2012
Bachelor of Business Administration 1987 - 1992
Stephen F. Austin State University
Graduated May 1992 with Double Major in Accounting & Human Resource Management
Software; GoSystems, ProSeries, ProSystems, OneSource, Lacert, CorpTax, QuickBooks, Oracle and SAP