Senior Consultant, Client Advisory Services

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🕒 January 22

🏢🏡 Dallas – Hybrid

⏰ Full Time

🟠 Senior

💼 Consultant

👻 Ghost score 53%

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Logo of Lane Gorman Trubitt, LLC

Lane Gorman Trubitt, LLC

WebsiteLinkedIn

51 - 200 employees

💼 Consulting

💸 Finance

Consulting • Finance

Lane Gorman Trubitt, LLC is one of the largest certified public accounting firms headquartered in the Southwest, with offices in Dallas and Houston. Founded in 1950, the firm is dedicated to serving the middle market and offers a wide range of services including audit, tax, consulting, and financial advisory. LGT represents approximately 5,800 clients, including individuals, not-for-profit organizations, and both publicly and privately held companies across various industries.

📋 Description

• 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.

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