Construction/Real Estate
ABOUT THE JOB
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.
REQUIREMENTS
- 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.
WHY YOU'LL LOVE WORKING HERE
- Career Growth – Work alongside mentors and experienced professionals who support your development. Compensation and promotion evaluated annually.
- Collaborative Culture – Be part of a team that values integrity, learning, and mutual respect. Join our Young Professionals, DE&I Committee, Kindness Committee and more.
- Flexible Work Environment – Currently LGT is operating in a hybrid work environment, with most employees in the office 60% of the time. New staff are required to be in-office for training period.
- Competitive Total Rewards – Full-time compensation based on 2,300 annual hours (including PTO, holidays, training, etc.). Benefits including paid family leave, no-cost health plan option, tuition and CPA assistance, 401k profit-sharing, wellness program and more!
WORKING CONDITIONS
- 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.
- Travel is minimal and typically local; occasionally attend seminars, client meetings, or training events within the local area.
- Full-time compensation based on 2300 total hours annually (inclusive of PTO, holidays, trainings, etc.)
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 unique culture sets us apart from larger firms and gives us the opportunity to help you develop your career!