Project Management High Net

CATHRYN DAVIDSON HAMILTON, MAcc

**** ********** ****, *******, ** 30033 I 404-***-****

********.*@*******.***

EXECUTIVE SUMMARY

• Presents a highly advantageous skill set that combines expertise in tax and gift planning strategies, project management, staff development, communications, client solicitation, tax return compliance, budget adherence, and accounting and financial reconciliation of financial statements for multinational corporations and high net worth individuals

• Inspiring, creative and energetic manager with more than 20 years’ experience implementing successful tax and gift planning strategies

• Outstanding written, oral, interpersonal and cross-cultural communication skills, along with recognized talent to connect with diverse individuals

• Extensive global experience, including studying, working and living throughout the world.

CORE PROFICIENCIES

Strategic Planning • Solicitation and Cultivation of Relationships with High Net Worth Individuals • Project Management • Administration • Budgets • Supervision, Assessment and Recruiting • Publications, including: Proposals, Annual Reports, Professional Correspondence, Newsletters and Client Communication, • Professional Speaking/ Presentations • Marketing/Promotions • Cross-Cultural Communications • Leadership Development and Training • Extensive Computer Skills, including: Microsoft Office Suite

(Word, Excel, PowerPoint; Quickbooks; Website development and maintenance; LinkedIn; Social Media (Facebook, Twitter, Instagram)

PROFESSIONAL EXPERIENCE

Independent Accounting Consultant, Atlanta, GA Nov 2016- Present

• Solicits, develops and cultivates relationships with high net worth individuals for purposes of successful financial planning strategies

• Produces and implements successful tax planning strategies including major gift planning as well as compliant tax returns under strict deadlines

• Manages relationships with other financial advisors including attorneys and financial planners

• Advises on large gift tax planning strategies such as Donor Advised Funds, Conservation Partnerships, and Bracket Management for high net worth individuals Cathy D Hamilton

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Tax Manager 2015-2016

Marshall Jones & Co., Atlanta, GA

• Ensured collaborative team work for successful project completion

• Oversaw projects from initiation to completion including tax planning strategies, gifts planning strategies, and all necessary tax compliance including personal, gift and estate tax returns

• Managed staff, workflow and morale including participation in weekly meetings to ensure the maintenance of current client and staff relationships

• Coordinated communication with staff and clients

• Performed extensive tax research for tax positions taken by clients in diverse industries

In Charge Tax Specialist 2011-2015

Windham Brannon, PC; Atlanta, GA

• Prepared and reviewed federal and multi-state corporate, partnership, gift, trust, and high net worth individual tax returns as well as review of corresponding financial statements

• Prepared project budgets

• Recruited and coached staff along their desired career paths Independent Tax Consultant 2001-2010

• Prepared and reviewed federal and multi-state tax returns as well as solicitation and cultivation of client relationships

• Treasurer for the Oak Grove Foundation, a non profit 501c3 that supports the quality the quality of education through strategic investments in personnel, technology, teachers and materials. Duties included all accounting functions (Quickbooks and tax return preparation) and fundraising/development. Tax Specialist 1992-2000

KPMG – Toronto, Ontario, Cayman Islands, Paris, France

• Assisted multinational organizations in the process of deploying an international workforce from start to finish, including complex tax planning administration

• Prepared planning related to cross-border tax services

• Provided tax advisory services for US persons and investors with international filing requirements

EDUCATION

o The University of Georgia - Master of Accountancy (MAcc) Athens, GA Graduate Assistantship – Dr. James Don Edwards, University of Georgia J.M. Tull School of Accounting. Edited textbooks as well as numerous research articles on accounting, financial management and accounting history for publication. o Georgia Institute of Technology - Bachelors of Science in Industrial Business, Atlanta, GA

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