Audit Manager
About the job
- A Bachelor's or Master's degree in Accounting or a related field is required.
- A current CPA license in good standing with AICPA is required.
- At least 5–7 years of public accounting experience, demonstrating progression in auditing complexity, engagement scope, and the number of engagements managed simultaneously, or 10–12 years of comparable audit-related industry experience.
- Knowledge of Generally Accepted Accounting Principles (GAAP), Statements on Auditing Standards (SASs), and Generally Accepted Auditing Standards (GAAS).
- Proficiency with accounting software such as CCH Engagement, RIA Checkpoint, and Microsoft Excel is a plus.
- Demonstrated ability to bring in new business and build a network.
- Ability to communicate effectively in English, orally and in writing, with clients, partners, and peers.
- Ability to supervise team members effectively and efficiently.
- Ability to identify, research, and resolve accounting and auditing issues encountered on an engagement.
- Serve as the liaison between the partner, client, and professional staff.
- Supervise multiple audits, agreed-upon procedures, or attestations simultaneously through issuance and presentation of the report.
- Develop and train staff, and build relationships to develop new business for the firm.
- Manage all phases of engagements, including planning, supervising staff, reviewing financial statements, and preparing or reviewing accompanying tax returns; remain ultimately responsible for completion of each step, including delegated work.
- Adhere to and manage engagement time budgets.
- Review engagement letters prepared by staff for partner approval.
- Prepare client invoices, communicate fee details to clients, and assist with collecting overdue accounts.
- Ensure financial statements and management letters meet professional and firm standards, and ensure financial statements are prepared in accordance with GAAP.
- Maintain year-round client contact and thorough knowledge of each client and all facets of the client's business.
- Keep the partner informed of important engagement developments, anticipate and analyze problems, and recommend solutions.
- Communicate engagement progress, problems, and resolutions to clients.
- Conduct or closely supervise technical research where GAAP is ambiguous or requires considerable professional judgment, and proactively ensure new GAAP and GAAS rules are adopted on time.
- Maintain knowledge of general economic and political trends and possible tax or other legislation that could affect the business climate.
- Supervise staff and provide on-the-job training; review staff work papers and reports; evaluate internal controls and work programs prepared by staff.
- Develop responsible, trained staff through career-development meetings and appropriate, timely feedback.
- Maintain familiarity with staff qualifications and review staff assignments for appropriateness.
- Monitor staff budgets and provide performance feedback.
- Write or assist in writing proposals for new clients.
- Maintain a network of community organizations, business professionals, and personal contacts to generate business for the firm.
- Attend business-development and marketing activities.
About the company
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.
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Simplify's Take
What believers are saying
- January 2026 promotions of Ryan Meineke and Justin Lewis signal healthy internal promotion pipelines.
- February 2025 promotions and 2024 partner additions show ongoing bench expansion and retention.
- OBBBA tax changes lifted planning demand, boosting estate, gift, and advisory work in 2026.
What critics are saying
- National firms can outspend LGT on recruiting, technology, and specialized advisory talent by 2026.
- Heavy middle-market exposure ties revenue to Dallas and Houston client cycles, especially construction and dealerships.
- If partner succession stalls, rivals can poach clients and senior talent within 12 months.
What makes Lane Gorman Trubitt unique
- Founded in 1950, LGT has 21 partners and 5,800 middle-market clients.
- Dallas and Houston offices anchor a regional CPA platform with broad tax and advisory depth.
- Awards like 2025 Best Places to Work in Texas support employer-brand differentiation.
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Benefits
Flexible Work Hours
Hybrid Work Options
Paid Vacation
Company News
LGT Financial Advisors LLC purchased a new stake in Dorchester Minerals in the 3rd quarter worth about $166,000.
DALLAS, Feb. 12, 2025 /PRNewswire/ -- In February, Lane Gorman Trubitt, LLC (LGT) proudly recognized a group of dedicated team members with well-earned promotions during the firm's quarterly staff meeting."At LGT, we're proud to recognize the hard work and dedication of these talented individuals," said Dawn Möeder, Chartered Accountant and Managing Member of LGT. "As we celebrate our 75th anniversary, these promotions are a testament to the strength of our team and our firm's ongoing mission to foster leadership and innovation."At the top of the list of promotions is Kim Huynh, who has been promoted to Principal within the Tax Department, recognizing her exceptional contributions and leadership within the firm. Josh Woods has been promoted to Director within the Practice Growth Department, a well-deserved acknowledgment of his strategic leadership and dedication to marketing innovation.The rest of the promotions are listed below:Assurance Services Department (ASD):Arpana Nepal and Alec Sanger have been promoted to Staff II.have been promoted to Staff II. Michael Song has been promoted to Senior I.has been promoted to Senior I. Kevin Tian has been promoted to Senior II.has been promoted to Senior II
DALLAS, Jan. 16, 2025 /PRNewswire/ -- Best Companies Group has named Lane Gorman Trubitt a recipient of an inaugural Best Companies Group's America's Best Workplaces in 2025 Award. The awards are held in partnership with BridgeTower Media.Best Companies Group's America's Best Workplaces Awards identify, recognize, and honor the best places of employment across the United States. It is a celebration of excellence in company culture that honors numerous employers and ranks the Top 10 workplaces in small, medium, and large business categories. Winners were previously recognized by Best Companies Group in at least one other data-driven recognition program."We are honored to be recognized as an America's Best Workplaces winner by Best Companies Group," stated Dawn Möeder, Managing Member of LGT. "This award reflects the incredible culture our team has built - rooted in collaboration, growth, and genuine care for one another, where every individual feels empowered to succeed and make a difference
LGT Financial Advisors LLC purchased a new stake in Corpay in the 2nd quarter valued at about $33,000.
LGT Financial Advisors LLC acquired a new stake in Corpay in the 2nd quarter valued at about $33,000.