Service Accounting

Richard W. Moore, Jr., CPA, JD

Well-rounded professional with 35 years of auditing, tax, CFO, legal and entrepreneurial experience, with a passion for client service, teamwork and exceeding expectations.

EXPERIENCE

Owner – Insight Accounting and CFO Services June 2017 – present

Provide tax, financial planning and business advice to small business owners and individuals. Serve as outsource CFO to several small businesses. Well versed in techniques to maximize income and deductions for owners of businesses under the Tax Cuts and Jobs Act.

Attorney / Controller – Moore Law Group 1999 – June 2017

Administered decedents’ estates. Prepared estate, trust and gift tax returns. Represented clients from over 100 countries. Trained and supervised staff of 3-5 interns. Achieved over 75 5-star client reviews. Multiple recipient of Avvo Client Service award and Martindale Hubbell’s Client Distinction Award.

Vice President / CFO – Emergency Brake Technologies, Inc. March 1998 – Feb 1999

CFO for start-up tech company. Established financial system and internal controls. Liaison between 30 accredited investors and company board. Prepared private placement memorandum and sought additional funding with venture capitalists. Confronted senior management about questionable practices.

Tax Senior – Arthur Andersen April 1991 – May 1992

Prepare complex individual and business tax returns. Perform legal research of tax questions using statute and case law, and prepare findings and recommendations for partners. Member of Wealth Transfer Planning team.

Audit Senior – KPMG Peat Marwick August 1984 – May 1987

Supervise audits of county government, large manufacturers and service industries. Trained and supervised KPMG staff as well as client staff to meet audit objectives. Performed assessment of internal controls and made recommendations to management.

EDUCATION

B.S. Accounting – University of Richmond August 1980 – May 1984

Ernst & Whinney Accounting Scholarship. Graduated cum laude. Scholarship chairman of fraternity. Sports editor of university newspaper.

Juris Doctorate – University of Baltimore School of Law Aug 1987 – Dec 1990

Law Foundation Scholarship. Completed in evening in 3 1/2 years while working full time

SERVICE IN THE COMMUNITY

Alfred B. Hilton Memorial Fund, Inc. - CPA/Advisor

Helped organization, which honors Sgt. Hilton, an African American Union soldier in the Civil War and the only Harford County resident to ever get Congressional Medal of Honor, obtain tax exempt status.

Cathedral of Mary Our Queen

Served as Catechist for first graders for 10 years.

Email: ****.*****@********************.*** Phone: 443-***-****

LinkedIn: https://www.linkedin.com/in/rickmoore1/

Contact this candidate