BRIAN LARUE
Tulsa,OK
Summary
Ambitious and focused professional in public accounting, providing sales and use tax consulting and compliance services to various clients in diverse industries. Technologically savvy and meticulous in completing documentation, and meeting compliance deadlines. Proficient in preparing state and local tax returns, conducting tax exposure quantification, and tax law research. Having a history in media, insurance, security, and non-profit organizations before starting a career in public accounting.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Experienced Tax Associate
BDO USA, P.C.
Tulsa, OK
08.2024 - Current
- Managed and prepared state and local tax returns for clients across various industries, ensuring accurate and timely compliance.
- Reviewed and analyzed information to identify potential exposure and tax liabilities, according to relevant tax codes, laws, and regulations.
- Assisted clients as a liaison by working with state government agencies in tax remediation and ensuring compliance with state and local governments.
- Conducted taxability research to provide applicable and accurate guidance for multiple businesses in diverse industries.
- Advised clients on meeting state and local tax requirements to minimize liability risk.
- Resolved client tax issues through tax remediation processes administered by state and local government agencies.
- Responded to state and local tax notices by preparing written responses, requested documentation, or tax return amendments for clients.
- Utilized tax software to assist clients with tax matters.
- Collaboration with colleagues in the organization on multiple projects.
- Maintain licensing compliance by attending continuing education courses related to topics such as taxation, ethics, business, etc.
Agent Producer
Farmers Insurance
12.2020 - Current
- Met $100,000 in premium sales goal for the training program participated in
- Increased revenue by converting new sales opportunities
- Promoted insurance policy plan features, advantages, and price points
- Sold both common and specialized policies to area businesses and individuals
- Participate in continuing education to maintain professional license
Tax Associate
BDO USA, P.C.
Tulsa, OK
06.2022 - 07.2024
- Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
- Prepared state and local tax returns for businesses and organizations by gathering client information and preparing tax reconciliations.
- Conducted taxability research and compiled citation documentation in applicable states.
- Communicated with federal and state tax agencies to obtain the best resolution for clients.
- Supplied detailed tax documentation to clients and state government agencies needed to submit accurate state and local returns and comply with state-administered compliance programs to ensure compliance.
- Maintained strict confidentiality and independence of client information under company policies and procedures.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
Partner Relations Manager
Signal 88 Security of Tulsa
06.2019 - 11.2020
- Built and successfully maintained 50+ lasting client relationships through consistent communication, providing solutions, and in-person meetings
- Improve customer retention and contribute to raising the overall KPI ranking for the franchise
- Pioneer efficiencies in improving internal processes of communication, scheduling, task management, and implement customer retention strategies leveraging resources and technology
- Attend and participate in multiple network-centric associations and organizations promoting brand-awareness
- Perform daily quality assurance assessments
- Leverage technology to document account changes, customer needs, and employee priorities
Operations Intern
The Young Businessmen of Tulsa
04.2019 - 02.2020
- Assisted the president with event planning, sponsor communication, and award recipient communications
- Created graphics and materials for each event
- Oversaw the fundraising process including communication to donors, collection of receipts, reporting of donations, and sending tax donation letters
- Oversaw the collection and recording of donations at each event
- Managed media content including podcast recordings and promotional graphics
Education
B.S. - BUSINESS MANAGEMENT
ORAL ROBERTS UNIVERSITY
Tulsa, OK05.2019
Skills
- Interpersonal Strengths
- Verbal/Written Communication
- Organization
- Task Prioritization
- Time Management
- Microsoft Programs ie Excel, Word, PowerPoint
- Tax Law Knowledge
- Document Preparation
- Tax Return Preparation
- Data Gathering and Analyzing
- Tax Law Research/Due Diligence
- Tax Consulting and Compliance Support
- Liabilities Mitigation
- Documentation Filing
- Account Reconciliation
- Regulatory Compliance
Certification
- Certified in Avalara Implementations
Languages
Spanish
Limited
Accomplishments
- Provost's List - Oral Roberts University (multiple years)
Timeline
Experienced Tax Associate
BDO USA, P.C.
08.2024 - Current
Tax Associate
BDO USA, P.C.
06.2022 - 07.2024
Agent Producer
Farmers Insurance
12.2020 - Current
Partner Relations Manager
Signal 88 Security of Tulsa
06.2019 - 11.2020
Operations Intern
The Young Businessmen of Tulsa
04.2019 - 02.2020
B.S. - BUSINESS MANAGEMENT
ORAL ROBERTS UNIVERSITY
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