Tax Staff I

Company: Lane Gorman Trubitt, LLC
Location: Dallas
Posted on: May 17, 2022

Job Description:

Job DescriptionSummary of Responsibilities: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:
• 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.
• Knowledge of 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.
• Ability 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.
• Ability to communicate with supervisor in order to prioritize work load 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.
• Current knowledge of Microsoft Office 2010.
• Interpersonal skills applicable to client environment.
• Ability to dedicate time to becoming involved in Young Professional Group activities.
• Ability to dedicate time to recruiting efforts and office firm tours.Working Conditions:
• 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 2300 total hours annually.
  
  Job Posted by ApplicantPro

Keywords: Lane Gorman Trubitt, LLC, Dallas , Tax Staff I, Accounting, Auditing , Dallas, Texas