Tax Staff II en Lane Gorman Trubitt

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 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

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 (inclusive of PTO, holidays, trainings, etc.)