Robert John Larison Jr., CPA, PMP
Saint Augustine,FL
Summary
Competent Senior Tax Accountant well-versed in banking and real estate industry accounting practices and regulatory requirements. Collaborates effectively with business professionals and government representatives to completely timely filings and smoothly handle any concerns. Expert in areas such as Schedule C, Schedule E and Subchapter S, 1120-S, and accounting for crypto-currencies.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Senior Tax Consultant
Daquila And Company, LLP, CPA's
02.2023 - Current
- Worked as contract tax consultant during business season focusing on business accounts
- These were often clients with multi-state returns, various business interests with multiple K-1's across various business entities
- Experienced in Lacerte.
- Completed in-depth research into tax issues affecting tax activities activities to offer expert advice and accurately prepare submissions.
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
Tax Preparer
Ancient City Accounting
01.2021 - 03.2023
- Using UltraTax software prepared almost 200 returns for 2020 tax year
- Transitioned into accounting role in off season utilizing QBO and Desktop.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
Tax Expert
Intuit
12.2016 - 04.2022
- With TurboTax transitioning into a full service tax preparation platform, served as a Tax Expert in full-service area, in which I processed returns from start to finish
- I continue to work for TurboTax in off season and on part-time basis adding amendment specialist and audit specialist responsibilities role
- In role with TurboTax I have learned excellent customer facing skills, research skills and experience with a multitude of state returns.
- Reviewed financial statements to identify discrepancies or errors that could impact client''s taxes, leading to more accurate reporting and filing.
- Educated clients on various aspects of taxation, empowering them to make informed financial decisions.
- Collaborated with clients'' other advisors, such as attorneys and financial planners, to create cohesive tax strategies that aligned with their overall financial goals.
- Improved client satisfaction by providing personalized tax advice and strategies.
- Collaborated with team members to ensure accurate and timely preparation of individual and corporate tax returns.
- Provided guidance on complex tax issues, helping clients navigate challenging situations with confidence.
- Conducted thorough research to identify potential tax savings opportunities for clients.
- Assessed client tax situations to determine best filing options.
- Developed strong client relationships, fostering trust and loyalty through exceptional service delivery.
- Prepared detailed written correspondence for clients related to various tax matters, clarifying complex information in an accessible manner.
- Analyzed financial records to verify accuracy of tax returns.
VP of Project Management
Triad Financial Services, Inc
06.2012 - 02.2020
- Collaborate with company CEO on variety of consulting projects, including product development, strategic planning and market expansion for 50 year old financial services lending firm focused on niche lending opportunities
- Key projects include buy/sell analysis, new product offerings, and profitability studies.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Championed change management initiatives within organization to ensure smooth transitions during periods of growth or restructuring.
- Led cross-functional team to develop and launch new product line, contributing to significant growth in sales.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Led a cross-functional team to develop and launch a new product line, contributing to significant growth in sales.
- Championed change management initiatives within the organization to ensure smooth transitions during periods of growth or restructuring.
- Oversaw business-wide changes to modernize procedures and organization.
- Analyzed industry trends and tracked competitor activities to inform decision making.
COO
Atlantic Coast Federal Corporation
01.2009 - 01.2012
- Managed operations of 11 branches in Florida and Georgia, with assets upward of $1B
- Supervised 7 direct reports, including Senior Vice Presidents of Retail, Risk Management, Human Resources, SBA Lending, and Operations, as well as President of Mortgage Lending
- Designed sophisticated policies and procedures to maximize operational performance.
- Managed budgets and financial forecasting to ensure fiscal responsibility and maintain profit margins.
- Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
- Developed high-performing teams through effective hiring, training, and performance management strategies.
- Boosted operational efficiency by streamlining processes and implementing cost-saving measures.
- Spearheaded strategic planning initiatives for long-term growth and profitability.
- Negotiated key partnerships with vendors, suppliers, and other stakeholders for improved collaboration and resource allocation.
President / Director / CEO
Atlantic Coast Bank
01.2001 - 01.2009
- Directed all operations and strategic direction of financial institution
- Guided organization from small credit union to a medium-sized regional bank
- Managed relationships with investors, regulators (OTS, FDIC, and SEC), and Board
- Coordinated comprehensive computer upgrades every three years and introduced new technologies, including digital document storage, to increase efficiency
- Migrated headquarters to Jacksonville, FL
- Increased number of branches from 5 to 12, closing underperforming locations
- Led first IPO in 2004, offering 35% of stock to public, and presented IPO plans to Wall Street investors and obtained approvals and funding
- Introduced new business lines for bank that grew assets from $330M to $1B
- Consistently classified as well capitalized; CAMELS rating of 3 or higher, and LTD ratio in excess of 90%.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
- Managed crisis situations effectively while minimizing disruption to daily operations.
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Drove revenue growth by expanding product offerings and identifying new market opportunities.
President
Atlantic Coast Federal Credit Union
01.1983 - 01.2000
- Managed operations, reporting to CEO of Holding Company
- Directed growth of a $34M, rural, railroad credit union with one office and 18 employees into a multi-state, multi-branch credit union
- Achieved rapid growth through merging troubled credit unions into organization leading to geographic diversity and success despite downsizing of primary field of membership, CSX railroad
- Developed, implemented, and coordinated home equity, credit card, business and mortgage lending programs
- Maintained a strong working relationship with N.C.U.A, and maintained a consistent CAMELS 2 rating.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
- Managed crisis situations effectively while minimizing disruption to daily operations.
Education
Master of Science - Accounting
Keller School of Management
Jacksonville, FL01.2013
Bachelor of Science - Accounting
University of North Florida
Pensacola, FL09.1990
MBA - Finance And Economics
University of West Florida
Pensacola, FL01.1984
Master of Science - Project Management
University of Management And Technology
Arlington, VA12.2019
BS in Business Administration and Finance - Finance
Auburn University
Auburn, AL09.1981
Skills
- Leadership
- Team Management
- Global Project Management
- Risk Management
- Process Improvement
General Ledger Accounting
- Financial Report Writing
- Forecasting
- Account Reconciliation
- Journal Entries
- Budgeting
- Pricing
- Product Development
- Financial Modeling
- Bank Reconciliation
- SOX
- Financial Statement Preparation
- Internal Audits
- Banking
- Project management
- QuickBooks
- Risk management
- Corporate acc
- Tax Compliance Expertise
- Tax Software Mastery
Certification
- CPA-State of Florida, 1/01/24-1/01/25
- PMP, 12/01/19, Present
- PTIN
- EFIN
Assessments
- Work motivation, Highly Proficient, 08/01/20
- Principles of accounting, Expert, 09/01/21
- Accounting skills: Bookkeeping, Highly Proficient, 08/01/20
- Business math, Proficient, 04/01/20
- Verbal communication, Highly Proficient, 11/01/20
Work Authorization
Authorized to work in the US for any employer
Personal Information
Relocation: Anywhere
Golf, Exercise, Travel
Have played golf since growing up in Hawaii as a small child. Have traveled the world, met many interesting people and have cultivated many person and business relationships all through this great game!
Carried the Olympic Tourch for the 1996 Olympics in Atlanta!
Spent my early childhood in Hawaii, have taught business classes to Chinese University students in Zhengzhou, China. Have volunteered with Bankers without Borders in Asuit, Egypt helping a NGO to better manage its cashflow.
Tax Software
Experienced with QBO and Quickbooks Desktop. Experienced with Intuit Pro-Series, Pro-Connect and Lacerte. Experienced with Ultratax as well as SurePrep and Tic, Tie, Calculate.
Timeline
Senior Tax Consultant
Daquila And Company, LLP, CPA's
02.2023 - Current
Tax Preparer
Ancient City Accounting
01.2021 - 03.2023
Tax Expert
Intuit
12.2016 - 04.2022
VP of Project Management
Triad Financial Services, Inc
06.2012 - 02.2020
COO
Atlantic Coast Federal Corporation
01.2009 - 01.2012
President / Director / CEO
Atlantic Coast Bank
01.2001 - 01.2009
President
Atlantic Coast Federal Credit Union
01.1983 - 01.2000
Master of Science - Accounting
Keller School of Management
Bachelor of Science - Accounting
University of North Florida
MBA - Finance And Economics
University of West Florida
Master of Science - Project Management
University of Management And Technology
BS in Business Administration and Finance - Finance
Auburn University
- CPA-State of Florida, 1/01/24-1/01/25
- PMP, 12/01/19, Present
- PTIN
- EFIN
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