Lane Gorman Trubitt

Provides accounting, assurance, tax services

Tax Staff 2

Tax AccountingConfirmed live in the last 24 hours

Full-timeHouston, TX, USANo salary listed

About the Job

Requirements

A Bachelor's or Master's degree with an emphasis in accounting is required.
The candidate must have acquired or be pursuing 150 hours of college credit or accounting qualifications to sit for the Uniform Certified Public Accountant Examination.
A minimum of 20 hours of continuing professional education is required annually.
Knowledge of basic accounting principles and tax research sources such as BNA and RIA Checkpoint is required.
The candidate must be able to follow instructions for handling tax issues and conducting appropriate research.
The candidate must communicate clearly, correctly, and concisely in English verbally and in writing with clients, taxing authorities, partners, and peers.
The candidate must dedicate time to professional reading to remain current with tax laws.
The candidate must operate a computer, calculator, and general office equipment and maintain current knowledge of Microsoft Office.
The candidate must communicate with a supervisor to prioritize workload within budget.
The candidate must keep supervisors apprised of progress and problems and review work timely to meet established deadlines.
The candidate must use discretion when handling client matters and maintain confidentiality.
The candidate must maintain a professional presence at client offices and keep firm matters confidential.
The candidate must have interpersonal skills applicable to a client environment.
The candidate must dedicate time to participating in Young Professional Group activities, recruiting efforts, and office firm tours.
The candidate must use a personal vehicle for occasional in-town travel to seminars, meetings, and client offices.
The candidate must work overtime throughout the year based on tax filing deadlines, including potentially more than 50 hours per week from mid-January through April 15.

Responsibilities

Review client-submitted tax information for completeness.
Analyze and summarize tax information in work papers.
Prepare individual, trust, corporate, partnership, and S-Corporation income tax returns, including state income tax returns that do not require advanced experience.
Prepare amended tax returns of any variety and complexity.
Prepare personal tax projections using computer software.
Respond to tax notices and prepare initial drafts of required letters.
Perform tax research projects requiring minimal expertise.
Complete S-Corporation elections and requests for accounting changes as required.
Make adjusting and federal entries and complete trial balances to prepare tax returns.
Set up clients in depreciation software and read and understand depreciation reports.
Organize and coordinate client tax data for accurate and timely completion of tax returns.
Perform other assigned duties.

Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services.

Responsible for organizing and coordinating clients’ tax data for the accurate, timely completion of individual tax returns and simple-to moderately-complex corporate, partnership, S-Corp, and trust tax returns. Staff II accountants typically have a minimum of one year of public accounting experience in a Tax department.

Essential Functions

Review tax information submitted by client for completeness.
Analyze and summarize tax information into work papers.
Prepare individual, trust, corporate, partnership, and S-Corp income tax returns as well as state income tax returns not requiring advanced experience.
Prepare amended returns of any variety and complexity.
Prepare personal tax projections through utilization of computer software.
Respond to tax notices of any sort and does initial drafts of any letters required.
Perform tax research projects requiring minimal expertise.
Complete S-Corp election and requests for accounting changes, as required.
Make adjusting and/or federal entries and complete trial balances in order to prepare a tax return.
Maintain a good understanding of depreciation and depreciation computer software package in order to set up clients and read and understand depreciation reports.
Perform other such duties as may be assigned.

Required Education, Experience and Skills:

Bachelors or Master’s degree with an emphasis in accounting.
Acquired or currently pursuing 150 hours of college credit/qualifications in accounting in order to sit for the Uniform CPA Examination.
Minimum of 20 hours of continuing professional education is required each year to maintain and develop technical and business skills.
Knowledge of basic accounting principles and tax research sources (i.e. BNA and RIA Checkpoint).
Ability to follow instructions with regard to handling various tax issues and conducting the appropriate research.
Ability to communicate clear, correct and concise English in verbal and written form and to effectively communicate orally and in writing with clients, taxing authorities, partners and peers.
Ability to dedicate time to professional reading in order to remain current with tax laws.
Ability to operate a computer, calculator and other general office equipment. Current knowledge of Microsoft Office.
Ability to communicate with supervisor in order to prioritize workload within budget.
Ability to keep supervisors apprised of progress and problems and review timely to meet established deadlines.
Ability to use discretion in dealing with client matters by not disclosing information to auxiliary personnel.
Ability to maintain a professional presence while at the client’s office and keep firm matters confidential.
Interpersonal skills applicable to client environment.
Ability to dedicate time to becoming involved in Young Professional Group activities, recruiting efforts and office firm tours

Working Conditions:

Occasional in-town travel to seminars, meetings and client’s offices using personal vehicle.
Overtime work required throughout the year based on various tax filing deadlines. Heavy overtime work required from mid-January to April 15; may be in excess of 50 hours per week.
Full-time compensation based on 2300 total hours annually (inclusive of PTO, holidays, trainings, etc.)

If you’re looking for a position to jump-start your career in an influential and established firm where you can gain experience with multiple clients and industries, this is the place for you. LGT offers educational, professional, and social opportunities to help each of our staff grow personally and professionally. Our family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!

About the Company

Lane Gorman Trubitt

Provides accounting, assurance, tax services

Lane Gorman Trubitt (LGT) is a certified public accounting firm headquartered in the Southwest, with offices in Dallas and Houston. It serves about 5,800 clients ranging from individuals to not-for-profit organizations to publicly and privately held companies across various industries. LGT offers traditional services—accounting, assurance, and tax—along with a range of specialized services. The firm has 21 multidisciplinary partners and focuses on serving the middle market by providing coordinated, broad-based expertise through a team-based approach. Its goal is to support middle-market clients with comprehensive accounting and advisory services delivered locally in the Dallas–Houston region.

Company size: Not listed
Company stage: Not listed
Total funding: Not listed
Headquarters: Not listed
Founded: Not listed

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