Construction/Real Estate
SUMMARY OF RESPONSIBILITIES
Perform diversified accounting and tax assignments under the direction of supervisor, manager, principal or partner.
ESSENTIAL FUNCTIONS
- Demonstrate competency in technical skills, work quality, and application of professional standards and firm policies.
- Coordinate phases of engagements including planning engagements, set budgets for time and expenses and monitor actual performance against budget.
- Review difficult bank reconciliations.
- Prepare and/or review quarterly payroll tax returns and property tax reports.
- Process more complicated financial reporting engagements (multi-location, multi-firm).
- Review assigned accounting engagements.
- Assist with and/or complete year-end tax planning.
- Prepare and index work papers; perform various procedures established under accepted accounting principles required under SSARS standards to perform a compilation or review.
- Direct and instruct staff, where applicable, in work to be performed and work paper preparation.
- Prepare compiled and reviewed financial statements with footnote disclosures.
- Prepare federal and state income tax returns (i.e. 1120, 1120S, 1065, 1040 & 1041).
- Research IRS notices and prepare routine correspondence to client for approval and signature of a partner or authorized/delegated agent.
- Meet time budgets and client deadlines.
- Prepare client invoices.
- Provide training to client’s personnel for various accounting software packages.
- Proactively research and address tax issues in order to resolve them.
- Perform controller-by-the-hour work at client’s office (various accounting related tasks requested by the client).
- Attend various business development/marketing activities; participate in firm’s practice development efforts including expanding services to clients.
- Update the status of the projects to partners weekly.
- Prepare other reports, projects, and duties as may be assigned.
REQUIREMENTS
-
Bachelor's or Master’s Degree with a focus in Accounting or comparable (3-5 years) public accounting experience.
- CPA license in good standing or CPA candidate.
- 3-5 years of public accounting experience demonstrating a progression in complexity, scope, and number of engagements managed.
- Current knowledge to prepare GAAP and SPF financial statements including disclosures.
- Experience with Microsoft Office Suite, Quick Books, CCH ProSystem Tax and Engagement software a plus.
- Ability to establish workload priorities and perform assigned tasks on engagements or projects in a timely manner.
- Ability to analyze complex accounting issues.
- Ability to prepare business and individual income tax returns in an efficient and effective manner with minimal supervision.
- Ability to effectively and efficiently communicate orally and in writing with clients, taxing authorities, partners and peers.
- Ability to use discretion in dealing with client matters by keeping client and firm information confidential.
- Ability to maintain a professional presence while at the client’s office.
WORKING CONDITIONS
- Required to be in-office (Uptown Dallas) or at local client sites 2-3 days per week, flexible daily schedule.
- Occasional overtime hours required throughout the year. Heavy overtime work required during the Spring and Fall busy season: may be in excess of 50 hours a week.
- Occasional in-town travel to meetings, seminars, and client's offices using personal vehicle.
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!