Tax Senior

Lane Gorman Trubitt; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Lane Gorman Trubitt, LLC, a Dallas-based public accounting firm, seeks a Senior I Accountant in Tax to prepare diverse tax returns and support tax projections at a Houston-area client footprint. The role involves research, client liaison, and ensuring timely, accurate filings across individuals, partnerships, trusts, and S-Corps.

The candidate should possess 2+ years of public accounting tax experience, pursue CPA qualifications, and demonstrate discretion and professional client presence.

Qualifications

• Bachelor's or Master's degree in Accounting and/or Taxation.
• Acquired or currently pursuing 150 hours of college credit/qualifications in accounting in order to sit for the Uniform CPA Examination.
• Ability to stay current with tax laws and regulations.
• Professional presence while at the client's office and maintain confidentiality.

Responsibilities

• Prepare simple to moderately complex income tax returns for individuals, trusts, corporations, partnerships, and S-Corps including state returns.
• Prepare amended returns and extension estimates/projections.
• Prepare responses to federal/state tax notices and conduct tax research.
• Review client-submitted tax information for completeness and issue data requests as needed.
• Set workload priorities and perform tasks with minimal supervision.
• Maintain effective time management and communication to meet deadlines.

Skills

Time management

Communication skills

Attention to detail

Discretion with client matters

Education

Bachelor's or Master's in Accounting/Taxation

150 hours towards CPA qualification

Job description

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 analyzing clients' tax data for the accurate, timely completion of simple to moderately complex individual, corporate, partnership, S-Corp, and trust tax returns. Senior I accountants typically have a minimum of 2 years of public accounting experience in a Tax department.

Essential Functions

• Prepare simple to moderately complex individual, trust, corporate, partnership, and S-Corp income tax returns as well as state income tax returns.
• Prepare simple to moderately complex amended returns.
• Prepare extension estimates and tax projections.
• Prepare response letters to federal and state tax notices.
• Conduct research regarding tax issues.
• Review tax information submitted by clients for completeness. Prepare clear and concise information requests, if needed.
• Able to establish workload priorities and perform assigned tasks in a timely manner with little supervision.
• Effective time management and communication skills to ensure all deadlines are met and work flow does not get backed up.

Education, Experience & Skills

• Bachelors or Master's degree in Accounting and/or Taxation.
• Acquired or currently pursuing 150 hours of college credit/qualifications in accounting in order to sit for the Uniform CPA Examination.
• Ability to dedicate time to professional reading in order to remain current with tax laws.
• Ability to maintain a professional presence while at the client's office and to use discretion in dealing with client matters/keep firm matters confidential.

Working Conditions

• Occasional in-town travel to meetings, seminars 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, training 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!