Overview
Work History
Education
Skills
Certification
Timeline
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XIAONAN (JOANNE) LUO

Atlanta,GA

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Supervisor

CBIZ
Atlanta, GA
08.2025 - 09.2025
  • Reviewed and prepared quarterly estimates for financial reporting.
  • Prepared and reviewed Trust and Individual Returns to ensure compliance.

Senior Accountant (Pending Promotion)

Carr, Riggs & Ingram, LLC
Atlanta, USA
10.2023 - 08.2025
  • Prepared and reviewed complex federal, state, and local tax returns for individuals, corporations, and partnerships.
  • Ensured compliance with all relevant tax laws and regulations.
  • Developed and implemented tax planning strategies to minimize client tax liabilities.
  • Maintained strong client relationships as primary contact for tax-related inquiries.
  • Researched various state tax laws to ensure compliance across jurisdictions.
  • Assigned tax preparation tasks to staff and senior accountants, monitoring timely completion.
  • Communicated project status updates to senior manager and partners.
  • Coached interns on tax return processes and software usage.

Staff Accountant

Carr, Riggs & Ingram, LLC
Atlanta, USA
10.2022 - 10.2023
  • Preparing federal, state, and local tax returns for individuals, corporations and partnerships.
  • Ensuring all tax filings comply with applicable tax laws and regulations.
  • Assisting in tax planning and research to help clients minimize their tax liabilities.
  • Advising clients on the tax implications of various transactions and financial decisions.
  • Meeting with clients to gather necessary information and documentation for tax filings.
  • Communicating with clients regarding tax issues, deadlines, and potential tax-saving strategies.
  • Conducting research on complex tax issues and staying updated on changes in tax laws and regulations.
  • Providing technical support on tax-related matters to senior accountants and partners.

Tax Accountant

General Financial Group DBA David Yang CPA
Duluth, USA
01.2022 - 10.2022
  • Reconciled financial issues by communicating discrepancies to the accountant about discrepancies and devising corrective plans; calculated and verified all figures, calculations, and documents.
  • Maintained process documentation for financial department operations and processed all payroll entries and reports for 55 companies.
  • Prepare financial statements and make adjustments.
  • Gathered all banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Prepare tax returns for individuals, corporations and partnerships.

Accountant

IQA Metal Inc.
Chino, USA
10.2019 - 12.2020
  • Reduced waste and increased operational efficiency by regularly tracking warehouse content, maintaining constant awareness of stock levels, and performing formal inventory reviews.
  • Avoided costly errors by reviewing general ledger entries for accuracy and completeness; maintained process documentation for financial department operations.
  • Processed all payroll entries and reports for 27 employees and coordinated timely payments from vendors, clients and account holders.
  • Managed invoicing for organization through cash-receipts processing, bank reconciliations, and distribution of more than 100 invoices monthly.

Education

Finance -

University of Georgia
12.2013

Skills

  • Microsoft Office Suite
  • Advanced Excel
  • QuickBooks
  • Xero
  • CCH
  • Sureprep
  • Caseware

Certification

CPA

Timeline

Tax Supervisor

CBIZ
08.2025 - 09.2025

Senior Accountant (Pending Promotion)

Carr, Riggs & Ingram, LLC
10.2023 - 08.2025

Staff Accountant

Carr, Riggs & Ingram, LLC
10.2022 - 10.2023

Tax Accountant

General Financial Group DBA David Yang CPA
01.2022 - 10.2022

Accountant

IQA Metal Inc.
10.2019 - 12.2020

Finance -

University of Georgia

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XIAONAN (JOANNE) LUO