Current Positions
Title: Estate, Gift & Trust and Not-For-Profit Tax Senior
Location: Dallas, TX
Company Information:
Lane Gorman Trubitt, L.L.P. is one of the Southwest's largest independent public accounting firms. Our office is located in the Uptown area of Dallas, TX.
Job Responsibilities:
Aid in the firm’s compliance efforts in Estate, Gift, and Trust and Not-For-Profit (NFP) service area. Prepare Estate, Gift, Trust and NFP tax and informational tax returns. Perform advanced level tax research with minimal supervision. Identify and resolve tax problems. Prepare complex federal and state Estate, Gift, Trust and NFP tax returns. Research and provide advice regarding Estate, Gift, Trust and NFP issues. Answer and respond to federal and state tax notices.
Job Qualifications:
Knowledge of tax laws related to all types of reporting entities and taxing authorities; more specifically in the areas of Estate, Gift, Trust and NFP. Knowledge of tax research sources (e.g. RIA Checkpoint, Lexis, Westlaw, BNA, etc.) Knowledge of tax preparation software (e.g. GoSystems, CCH ProSystems, etc.) Ability to effectively communicate orally and in writing. Bachelors degree in Accounting. CPA (license in good standing) or CPA candidate. 3-5 years of experience in preparing Estate, Gift, Trust and NFP tax returns and general knowledge of wealth transfer taxes. Experience with fiduciary accounting principles and estate and succession planning concepts.
Additional Information:
We believe our team members are our greatest assets. We do our best to prepare our team members for the challenges that they may face in their professional careers. Lane Gorman Trubitt, L.L.P. believes that challenging our staff, by increasing their responsibility ,is one of the best growth strategies we have. In addition, we provide our team members with competitive benefits and wages, a 401(k) profit sharing plan and a generous time-off policy, as well as a business casual open-door environment.
