Lane Gorman Trubitt, LLC

Senior Consultant, Client Advisory Services

Lane Gorman Trubitt, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • 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.

Requirements

  • Bachelor's degree in Accounting or comparable (3-5 years) public accounting experience or, industry related experience.
  • Extensive experience in client accounting services.
  • Proven leadership and project management skills.
  • In-depth knowledge of Cash vs Accrual accounting, and accounting principles and regulations.
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • Ability to work effectively within a client-focused team.
  • Ability to establish workload priorities and perform assigned tasks on engagements or projects in a timely manner.
Benefits
  • Required to be in-office (Uptown Dallas) or at local client sites 2-3 days per week, flexible daily schedule.
  • Title and compensation based on applicable experience (Consultant, Senior Consultant etc.)
  • Compensation based on working 2300 total hours annually, inclusive of PTO, holidays, training etc.
  • Overtime required during spring/fall busy seasons.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accountingfinancial reportingpayroll processingtax returnsQuickBooks OnlineCash vs Accrual accountingaccounting principlescomplianceproject managementclient accounting services
Soft Skills
leadershipmentoringcommunicationinterpersonal skillsorganizational skillsattention to detailclient relationship managementteamworktime managementworkload prioritization
Certifications
Bachelor's degree in Accounting