Lane Gorman Trubitt, LLC

Consultant

• Lead client accounting engagements, ensuring accuracy and compliance.
• Mentor and guide junior team members in accounting practices.
• Build and maintain strong client relationships.
• Contribute to the development of tailored client solutions.
• Coordinate phases of engagements including planning engagements, set budgets for time and expenses and monitor actual performance against budget.
• Prepare/review payroll, property, and sales & use tax returns.
• Meet time budgets and client deadlines.
• Process more complicated financial reporting engagements.
• Provide training to client’s personnel for various accounting software packages.
• Stay informed of industry advancements in client software platforms and applications that will promote efficiency.
• Perform specialty projects such as software implementations, QuickBooks Online conversions, and ad-hoc niche specific reporting and tax provisions.
• Assist clients with audit preparation.

Senior Consultant, Client Advisory Services