Lgt Cpa47mo ago

Tax Manager

United States·DallasFull-Timemid

Finance & AccountingTax ManagerTax Specialist

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Requirements Summary

130,000-140,000 Overtime work required throughout the year based on various tax filing

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Finance & AccountingTax ManagerTax Specialist

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 the efficient, accurate, and timely production of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Makes decisions on all but the most unusual tax situations, and typically has a minimum of 6-10 years of public accounting experience in a tax department.

Review tax returns prepared by staff, recognize various tax issues and proactively address issues conducting appropriate research to resolve them.

Responsible for smooth flow of tax return preparation process to assure accurate, complete and timely tax returns. Provide review notes on engagements for staff.

Responsible for larger tax returns and delegating to the various preparers as necessary.

Supervise phases of engagements including planning, setting budgets and directing staff and monitoring their actual performance against budget.

Prepare personal tax projections with software.

Prepare complex individual, trust, corporate, partnership, and S-Corp income tax returns and state income tax returns.

Correspond with taxing authorities to resolve client problems and draft response letters for Partner review.

Maintain knowledge of general economic and political trends of possible tax legislation that could affect the business climate. Maintain technical competence.

Assist with monthly client billings, prepare other reports and projects as assigned.

Work to develop staff by assisting in recruiting, performance evaluations, career development, developing training, and acting as an instructor in professional development programs.

Participate in firm's practice development efforts including expanding services to clients; develop professional relationships with clients/prospective clients.

Bachelor’s or Master’s Degree in Accounting or comparable 6-10 years public accounting experience.

Current and valid Certified Public Accountant license is required; must be in good standing with the state board and AICPA.

Strong knowledge of Internal Revenue Code and regulations, various tax forms and their interrelationships, return filing requirements and due dates and ability to use research software.

Ability to effectively communicate orally and in writing with clients, taxing authorities, partners and peers; ability to interface with perspective clients and to identify and pursue marketing/networking opportunities.

Experience with tax software such as CCH Pro Systems/Axcess, RIA Checkpoint and Microsoft Excel etc. a plus.

Compensation range: 130,000-140,000

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.

Occasional in-town travel to client’s office, meetings and seminars using a personal vehicle.

Full-time compensation based on 2300 total hours annually, inclusive of PTO/holidays/training etc.

Must be able to come into the office in-person 2-3 days per week; or more often for training purposes.