Timothy Moore

Experience

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  Turner Weisman Polan White

  Jan 1990 - Jan 1994

  CPA
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  Weisman Noble & Moore PC/TEAM Financial Planning, Inc.

  Jan 1995 - Jan 2006

  Principal

  Shareholder in CPA, advisory and asset management firms. Weisman, Noble & Moore was a local, CPA firm concentrating in tax, compilation and review, estate/gift/financial and retirement planning, business consulting and management advisory services. Client concentrations included legal and medical practices, contractors, real estate development and property management companies, not for profits and IT services companies, among others. TEAM Financial Planning, Inc. was a fee for service investment management company concentrating in individual and family investment advice, management and planning. Specific focus in trust and estate planning and compliance. Show less

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  The Shooshan Company LLC

  May 2006 - Dec 2016

  Financial Advisor

  V.P. - Finance, C.F.O. and financial advisor to family-owned commercial and multi-family development company, responsible for all aspects of financial accounting and reporting, tax advisory and compliance support, trustee and advisor to qualified plans. Served on executive committee and as financial advisor to family investments.

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  KODIAK REALTY SERVICES, LLC

  Jan 2008 - May 2017

  Director of Asset Management/Chief Operating Officer/Chief Financial Officer

  Oversight of daily operations concurrently serving as chief financial officer, asset management consulting for operating properties. Oversee all service lines including property management, asset management, parking management, construction oversight and tenant services. Responsible for tax consulting/compliance, entity structure and transactional consulting and execution and investor relations.

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  Self-Employed

  May 2017 - Oct 2017

  Consultant - Tax, Accounting and Systems
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  Penzance

  Oct 2017 - Oct 2019

  Served in capacity of C.A.O. with direct and indirect oversight of all corporate and client property accounting operations, reporting and tax compliance. Integrally involved in late stage planning, closing and funding of Penzance’s first private equity, value-add, real estate fund, including REIT planning and investment. • Worked with accounting staff during period of high turnover to clean up books and institute internal controls. • Undertook, in collaboration with outside accounting firm, significant historic forensic accounting project to recreate and document propriety of legacy investor capital accounts. • Lead fund investor due diligence responses related to accounting and reporting processes and controls. • Oversaw technology advances, IT consultant replacement and made recommendations for improvements to correct accounting related practices, efficiency and accuracy deficiencies. • Created job cost tracking and reporting system for large multifamily development project. Show less

  • Chief Accounting Officer

    Jan 2018 - Oct 2019

  • Controller

    Oct 2017 - Jan 2018
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  LInton Shafer Warfield & Garrett

  Mar 2020 - Apr 2020

  Tax Preparer/Reviewer
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  Snyder Cohn

  Nov 2020 - now

  Senior Manager - Tax