Tax Senior: Client-Facing Tax Return Specialist

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

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.