Tax Staff II

Lgt Cpa; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Lane Gorman Trubitt, LLC in Dallas, TX is seeking a Staff II Accountant to organize and coordinate clients’ tax data and prepare individual, trust, corporate, partnership, and S-Corp returns. The role includes drafting amendments, tax projections, and responding to notices.

Overtime is common, especially from January to April. Ideal candidates hold a bachelor’s or master’s in accounting, are pursuing 150 CPA hours, and have knowledge of tax research sources.

Qualifications

• Bachelor's or Master's degree in accounting.
• Pursuing 150 hours of college credits to sit for the CPA exam.
• Minimum 20 hours of continuing professional education per year.

Responsibilities

• Review client tax information for completeness.
• Analyze and summarize tax information into work papers.
• Prepare tax returns for individuals, trusts, corporations, partnerships and S-Corps.
• Prepare amended returns and state tax returns as needed.
• Prepare personal tax projections using tax software.

Skills

Public accounting experience

English communication

Tax research

Education

Accounting degree

150 hours CPA preparation/credits

Tools

Microsoft Office

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 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.

Responsibilities

• 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 do 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.

Qualifications

• 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.
• 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 2,300 total hours annually (inclusive of PTO, holidays, trainings, etc.).