Brian Lu
San Leandro,CA
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Accountant
Delagnes Mitchell & Linder LLP
08.2023 - Current
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits with a focus on high net worth individuals and associated entities.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Performed quarterly estimated tax calculations.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
Tax Accountant
Khoo CPA
03.2023 - 08.2023
Accountant II
Atomica
12.2021 - 03.2023
- Provided journal entries and performed accounting on accrual basis. Reconciled books monthly and performed ledger review.
- Integrated newly implemented admin/engineering ERP systems with accounting software.
- Trained new employees on accounting principles and company procedures.
- Prepared reports and supporting documentation for audit request.
Education
- Accounting
Santa Barbara Community College
Santa Barbara- Accounting
Foothill College
Los Altos, CABachelor of Arts - Economics
University of California, Santa Barbara
Santa Barbara07-2021
Skills
- Tax reporting
- GAAP
- Tax advising
- Client communication
- Tax research
- IRS/FTB communication
- Estimate Calculations
- Lacerte
- BNA Tax Planner
- Quickbooks
- Excel Working Paper Formulation
Certification
- CPA - Certified Public Accountant (In Progress)
Timeline
Tax Accountant
Delagnes Mitchell & Linder LLP
08.2023 - Current
Tax Accountant
Khoo CPA
03.2023 - 08.2023
Accountant II
Atomica
12.2021 - 03.2023
- CPA - Certified Public Accountant (In Progress)
- Accounting
Santa Barbara Community College
- Accounting
Foothill College
Bachelor of Arts - Economics
University of California, Santa Barbara
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