---
title: 'Tax Staff II at Lane Gorman Trubitt'
canonical: 'https://feeny.ai/job/tax-staff-ii-lane-gorman-trubitt-houston-060qd4g8a8g7'
type: 'job'
last_seen: '2026-09-14'
---

# Tax Staff II at Lane Gorman Trubitt

- **Company:** Lane Gorman Trubitt
- **Location:** Houston, TX
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2025-07-15
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.lever.co/lgt-cpa/39839015-d513-4975-82b0-059f81a3de91

## Job description

Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services.

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.

Required Education, Experience and Skills:

- 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

Working Conditions:

- Occasional in-town travel to seminars, meetings and client’s offices using personal vehicle.
- 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.
- 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 family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!

## About Lane Gorman Trubitt

## Company Overview
- **One-liner**: Lane Gorman Trubitt (LGT) is a Dallas-based accounting and advisory firm serving middle-market clients with audit, tax, and consulting services.
- **Entity Type**: Private (Partnership)
- **Headquarters**: Dallas, Texas, United States
- **Founded**: 1950
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Accounting, Tax, Audit, Consulting
- **Target customers**: Middle-market businesses, individuals, not-for-profit organizations, and publicly- and privately-held companies (B2B)
- **Mission or purpose statement**: “To be a value-driven firm which creates lasting growth for our clients, our community, and our firm.” Core values include delivering timely services, innovation, professionalism with integrity, lifelong learning, and community partnership.

## Products & Services
- **Traditional Accounting & Assurance**: Financial statement audits, reviews, and compilations
- **Tax Services**: Compliance, planning, and strategy for businesses and individuals
- **Consulting**: Business advisory, including client advisory services (CAS)
- **LGT Insurance Services, Inc.**: Insurance-related advisory
- **LGT Financial Advisors LLC**: Financial planning and wealth management

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private partnership)
- **Key Metric**: Annual Revenue – approximately $9.9 million (estimated; as of latest available data)
- **Notable Investors/Partners**: Member of PrimeGlobal, an international association of independent accounting firms. No external investors.
- **Growth Signals**:
  - Opened a Houston office in 2022, expanding Metroplex presence
  - Recognized in 2024 as one of INSIDE Public Accounting’s “Top 200 Firms” and AccountingToday’s “Regional Leaders” (Southwest)
  - Named “America’s Best Workplaces” (Best Companies Group, 2025) and “Best Accounting Firms to Work For” (AccountingToday, 2024)
  - Recent promotions and new partner additions (Yolanda Szabo, Yvette Garcia)
  - Ranked on Construction Executive’s Top 50 (2025)

## Competitive Advantages
- **Longevity & Reputation**: Founded in 1950, LGT is one of the largest CPA firms headquartered in the Southwest with over 70 years of market presence.
- **Bundled Service Approach**: Integrated audit, tax, and advisory services tailored to middle-market clients.
- **Global Reach**: Membership in PrimeGlobal provides resources and coverage in over 100 countries.
- **Specialized Industry Focus**: Deep expertise in middle-market, construction, not-for-profit, and family-owned businesses.

## Strategic Focus
- Continue expanding advisory services (Client Advisory Services) and specialized tax consulting.
- Strengthen regional footprint in Dallas and Houston while maintaining high employee satisfaction and retention.
- Invest in talent development and technology to enhance client delivery.

## Why Work Here
- **Culture & Work Environment**: Rated 4.0/5 for culture and 3.9/5 for work-life balance on employer review sites (66 reviews). Recognized as a “Best Accounting Firm to Work For” and “America’s Best Workplace.”
- **Hybrid/Remote Policy**: Hybrid work model (in-office and remote flexibility, based on job postings for Dallas and Houston).
- **Benefits**:
  - 401(k) with profit sharing, medical/dental/vision, HSA/FSA, life & disability insurance
  - Paid holidays, sick leave, vacation
  - CPA exam support (study hall hours, bonus program, reimbursement)
  - Tuition reimbursement, continuing professional education
  - Mentor program, Young Professionals Group, DE&I Committee
  - Flexible hours, paid garage parking, wellness program
  - Referral bonus program
- **Career Development**: Strong emphasis on lifelong learning, advancement opportunities, and mentorship. Internship program with living allowance.

## Sources
1. [lgt-cpa.com](https://www.lgt-cpa.com/) – Company overview and services
2. [lgt-cpa.com/careers](https://www.lgt-cpa.com/careers) – Career page with benefits and culture
3. [lgt-cpa.com/about](https://www.lgt-cpa.com/about) – Mission, values, PrimeGlobal partnership
4. [jobs.lever.co/lgt-cpa](https://jobs.lever.co/lgt-cpa) – Current open positions (Senior Consultant CAS, Senior Tax Accountant)
5. [linkedin.com/company/lgt-cpa](https://www.linkedin.com/company/lgt-cpa) – Company details, financials, employee count, recent news

## Other roles at Lane Gorman Trubitt

- [Tax Senior](https://feeny.ai/job/tax-senior-lane-gorman-trubitt-houston-6da8xb2qcmhy) — Houston, TX
- [Audit Senior](https://feeny.ai/job/audit-senior-lane-gorman-trubitt-dallas-8yh7qzvq4zjx) — Dallas, TX
- [Want to stay up-to-date on opportunities at LGT? Submit your information here!](https://feeny.ai/job/want-to-stay-up-to-date-on-opportunities-at-lgt-submit-your-information-here-pp9pkbdew4bh) — Dallas, TX