Patrick Hughes, Cpa Email & Phone Number

San Francisco, California, Us

Commercial Banking / Corporate Investment Banking

San Francisco, California, Us

Regulatory Reporting / Technical Accounting• Provide validation or propose interim feedback over important matters and corrective actions within regulatory and SEC reporting.• Lead walkthroughs, assess risks, and document audit scope coverage• Execute audit plans over domestic and international regulatory reporting processes, risks, and controls.• Assess, document, and conclude on the adequacy of the design of controls.• Design and execute tests of control effectiveness.• Utilize audit innovations to improve efficiency and effectiveness of the audit plan.

Charlotte, Nc, Us

• Provided assurance services to clients in the healthcare, dealership, manufacturing, and commercial real estate sectors • Mentored associates and led engagement teams• Tested the design and implementation of controls over IT systems• Wrote technical implementation and consultation memos on revenue recognition, variable interest entitles, lease standards, business combinations, impairment testing, and valuations

Mt. Pleasant, Sc, Us

• Plan and manage quality audits of employee benefit plans and not-for-profit organizations.• Prepare monthly, quarterly, and annual compilations and reviews in accordance with professional accounting standards (SSARS).• Assemble and reconcile accounting records of businesses, not-for-profit organizations, and high net-worth individuals for tax reporting purposes.• Prepare tax filings for businesses, individuals, trusts, estates, and not-for-profit organizations.• Project future income tax liabilities and provide analysis on tax planning strategies. • Identify weaknesses and inefficiencies in business processes and internal controls, and make recommendations for improvement.

Low Income Housing Tax Credit | Not-For-Profit• Executed interim and year end audit procedures and prepared tax returns for over 20 LIHTC entities• Demonstrated proficiency in efficiently producing beautiful, high quality workpapers adhering to the Generally Accepted Auditing Standards of review, re-performance, and evidence sufficiency.

Gb

Capital Markets | Private Equity• Performed substantive audit testing over all of the account balances of 10 private equity funds consisting of over $1 billion in assets• Prepared interim substantive analytics and SOX controls testing over two business development companies, applying both GAAS and PACOB standards• Compiled future audit databases and reviewed audit programs for continuing engagements• Directed and oversaw off-shore preparation of workpapers for low risk audit areas

• Prepared 1099 filings, Partnership, S-corporation,and Personal tax returns • Performed tax research, worked with clients to identify favorable tax treatments & future stratagies