Tax Staff II

Job Description

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.

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 :

Working Conditions :

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!

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.