Jo-Anne K. Hickey, CPA
P.O. Box 741446
Dallas, TX 75374
(214) 274-0110 Cell
Email: jkhickeycpa1@gmail.com

SUMMARY OF QUALIFICATIONS

Extensive accounting and tax compliance experience in industry and Big 4 Accounting firm in the following areas:

Partnership, C-Corporation and S-Corporation Income Tax
Individual, Trust and International Income Tax
Multi – jurisdiction Sales Tax
Medical & Business Consulting
Oil & Gas, Real Estate, & Manufacturing

• Demonstrated ability to manage several projects simultaneously and meet deadlines
• Instrumental in mentoring and training of staff resulting in higher retention and increased morale
• Budget preparation for Big 4 projects and for $700,000 Non-profit operations
• Development of strong client relationships by putting the client’s needs first

PROFESSIONAL EXPERIENCE

Senior Business Systems Analyst Thomson Reuters – Tax & Accounting May 2009 – Dec 2011
• Integral part of leading online tax software and services business, guiding and assisting a team of programmers and developers in testing and launching 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.

Tax Preparer Liberty Tax Service, Garland TX January 2009
• Greeted all customers and conducted a thorough in-person interview, using company’s propriety tax software application.
• Prepared individual tax returns and audited all tax return forms for accuracy and completeness (i.e., client signatures).
• Researched tax related questions and issues, and responded to clients appropriately and within a timely manner.
• Maintained a positive image, and met all customer service standards and productivity levels as set by the Office Manager.

Tax Consultant – Contract 2008 – 2009
Fairfax Tax, Lewisville, TX
• Prepared state insurance & business tax returns
• Research and respond to various taxing authorities notices

ACS, Inc., Dallas, TX
• Updated and adjusted apportionment information
• Prepared state unitary, combined & separate company tax returns
• Research and respond to various taxing authorities notices

Jefferson Wells, Inc. (Ericsson Inc.), Dallas, TX
• Prepared 100+ corporate forms 5471 & 5472
• Prepared state unitary & separate company tax returns
• Organized fixed asset project for Texas sales & use audit
• Prepared quarterly state provisions

Sonoran Energy, Inc., Dallas, TX
• Responsible for preparing 7 years of delinquent tax returns
• Maintained oil and gas property basis, tax allocation and depreciation schedules
• Computed cost and percentage depletion
• Prepared FAS 109 and FIN 48 schedules

Senior Tax Analyst RSR Corporation, Dallas, TX Jan 2007 – Oct 2007
• Responsible for preparing consolidated and separate company returns for multiple entities
• Responsible for preparing monthly & quarterly state sales tax returns, UK VAT returns and related research
• Developed tax procedures for plant purchasing managers
• Managed state tax audits
• Prepared quarterly estimates, provisions, projections and special reports and projects
• Supervised temporary accounting employees

Senior Tax Accountant II Weaver and Tidwell, LLP, Dallas, TX Oct 2005 – Sept 2006
• Responsible for managing client projects prepared by Associate and Senior I staff, including return review, budgeting and billing.
• Prepared quarterly estimates, provisions, projections, special reports and projects
• Accounted for FAS109 provisions, 263A calculations, Production tax credits, and prepare Cash to Accrual conversions
• Performed technical research and prepared IRS correspondence
• Provided direction and support to lower staff by answering technical, software, training and general questions

Senior Tax Accountant Auerbach Albert & Gold, LC, Dallas, TX Aug 2001 – Sept 2005
• Responsible for the preparation of 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
• Prepared quarterly estimates, projections and special reports and projects
• Accounted for FAS109 provisions, 263A calculations, and prepared Cash to Accrual conversions
• Extensive client maintenance and technical research
• Client bookkeeping with QuickBooks and GoSystem Audit
• Lead and directed the work of three staff and serve as “Go To” person, answering technical, software, training and general questions to free partners to concentrate on more important issues.
• Was active in local Chamber of Commerce & community to market firm services

Associate PricewaterhouseCoopers, LLP, Dallas, TX Feb 1999 – Aug 2001
• Responsible for the preparation of 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
• Reviewed tax returns prepared by other staff
• Participated in ad hoc projects, FAS 109 provision calculations, 263A calculations and Cash to Accrual conversions
• Maintained current and historical client files and assisted with front-loading of returns
• Worked on-site with clients and handle special administrative duties as directed by management
• Participated in engagement budgeting and collection processes
• Served as a Mentor to new Associates assisting in training and corporate acclimation
• Officer of 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

EDUCATION/CERTIFICATION

Certified Public Accountant

Masters of Business Administration in Accounting
Keller Graduate School of Management, Irving, TX

Bachelors of Business Administration
Stephen F. Austin State University, Nacogdoches, TX
Graduated May 1992 with Double Major in Accounting & Human Resource Management

SOFTWARE
• Accounting/General Ledger/Tax Software: SAP, Oracle, AS400, Global G/L Software, Certiflex, Quicken, QuickBooks, RIA GoSystems Fast Tax, CCH Pro System FX, Lacerte, ProSeries, CorpTax and various fixed asset programs
• Word Processing/Spreadsheet/Database: WordPerfect, Microsoft Word, Microsoft Excel, Microsoft Outlook, Lotus 1-2-3, dBASE IV, Access, Lotus Notes