Real Estate Manager
Resume:
302-***-**** ********@*****.***
*** *. ****** **. #*, New Hope, PA 18938
Thomas W. Hudson, CPA
Experience
November 2014 – February 2017, Prestige Wealth Management Group, Flemington, NJ
Tax Manager
Worked directly with Company President, CEO and financial planners on large, high net worth individuals.
Used Lacerte tax software to prepare 210 Individual, Partnership, S- Corporation and Trust Tax returns and to perform tax projections.
Successfully converted office to paperless environment
Initiated an effective time and billing system using TPS software
Substantially increased overall quality control of tax processing and compliance, essentially eliminating tax notices.
Coordinated with internal Financial Advisors regarding client investments and investment reporting.
Managed staff of 4 people.
June 2013 – September 2014, Rockefeller Trust Company - Delaware, Wilmington, DE
Vice President/Senior Trust Tax Accountant
Worked directly with Company President, CFO and senior trust officers on large, very high net worth client groups and families.
Used Go System tax software to prepare Trust and Estate Tax returns, including Charitable Foundations, CLUTs, CLATs, GST Exempt and GST non-exempt, Grantor Trusts, MMTs and other complex trust and estate planning vehicles.
Performed tax projections using DCI software.
Advised clients with Revocable and Irrevocable Trusts, CRUTs and other trust vehicles.
Performed trust administration including check writing, deposit functions, discretionary distribution requests.
Coordinated with internal Financial Advisors regarding client investments and investment reporting.
January 2011 – June 2013 & February, 2017 – present, Self-employed Consultant to DE & PA CPA firms
Senior Tax Manager (Contract basis)
Performed inventory audit observations, prepared Individual, S Corporation & partnership income tax returns, performed audits of 401(K) plans including SAS 70 testing (Simonian, Katz & Co., Yardley, PA) – 2011 - present
Worked directly with Partners on the firms’ largest individual client groups (Master Sidlow & Associates, Wilmington, DE) - 2013
Used Pro System tax software to prepare Individual, Trust and Gift Tax returns, mostly those clients of high net worth.
Worked directly with Partner on three of the firms’ largest client groups of HVAC and other construction contractors and real estate developers. (Wheeler, Wolfenden & Dwares, Wilmington, DE) 2011 - 2012
Prepared consolidated and combined financial statements and tax returns, including Q-Sub S Corporations, Partnerships, Trusts and Individual returns, mostly those of high net worth and computed tax provisions under SFAS 109.
Thomas W. Hudson, CPA, Page 2
Achieved over 100% realization on client groups and all deliverables were issued without
extensions and at least one week earlier than ever issued.
Advised clients with Revocable and Irrevocable Trusts, CRUTs and other trust vehicles.
Performed tax projections using BNA software.
Worked with Pro System Engagement software for client file management, trial balance and financial statement preparation, all done in a paperless environment.
July 2005 – August 2011, Domaine Hudson Wine Bar & Eatery, Wilmington, DE
Founder (www.domainehudson.com)
Founded a 76 seat restaurant in Downtown Wilmington, recognized by Zagat as the State of Delaware’s Best Restaurant. Sold business in August, 2011.
Awarded Entrepreneur of the Year by the City of Wilmington in 2007.
September 2003 – July 2005, Reznick Group, Baltimore, MD
Senior Manager
Managed nationwide audit teams for audits and Cost Certifications of low-income housing tax credit properties. Also managed audits of Fund Level tax credits for investor partners.
Gained experience in the areas of real estate construction and development, multi-family housing, HUD and state authority assisted housing, Low Income Housing Tax Credits, Historic Tax Credits, New Market Tax Credits and Cost Certifications.
September 1992 – July 2003, CBIZ Accounting, Tax & Advisory, Inc./Mayer
Hoffman McCann P.C. (f/k/a Halbert, Katz & Co., P.C.) Plymouth Meeting, PA
Director/Shareholder (promoted during tenure)
Performed all levels of client service from accounting and auditing to tax and estate planning for many of the firm’s largest clients including those with annual revenues exceeding $150 million and high net worth individuals.
Gained experience in the areas of real estate construction and development, Multi-family housing, HUD and state authority assisted housing, Low Income Housing Tax Credits, Cost Certifications, Mechanical and HVAC contractors, manufacturers and distributors.
Guided the pre-merger predecessor firm, Halbert, Katz & Co., P.C. through an unqualified Peer Review report with no letters of comment by installing and monitoring procedures that measured the firm’s quality control.
Managed and supervised both tax and audit department staff on simultaneous engagements.
Performed due diligence and business valuations for clients selling and buying businesses.
Thomas W. Hudson, CPA, Page 3
September 1991 – August 1992, C.W. Amos & Co. Salisbury, MD
Manager
Managed and supervised both tax and audit department staff for clients in many industries including community banks, real estate, non-profits and high net worth individuals.
Performed audits, reviews and compilations for clients in the above industries.
Developed an industry specific marketing database that was used as the template for the firms other 6 offices.
July 1987 – September 1991, Corcoran & Co., P.A. Wilmington, DE
Supervisor
Performed all levels of accounting service for clients in the real estate, professional services, non-profit and other industries and prepared business and individual tax returns and performed tax planning for high net worth individuals.
July 1986 – July 1987, Horty & Horty, P.A. Wilmington, DE
Staff Accountant
Education
Professional Licenses & Affiliations
1982-1986 Widener University Chester, PA
B.S. Business Management, Accounting, Academic Honors 1982 and 1985
Licensed CPA in PA and NJ
Member: AICPA, NJSCPA and DE Society of CPA’s
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