Lane Gorman Trubitt, LLC

Manager

• Serve as liaison between the partner, client, and professional staff.
• Supervise multiple audits, agreed-upon procedures, or attestations through report issuance and presentation.
• Manage all phases of engagements, including planning, staff supervision, and financial statement review.
• Prepare and/or review accompanying tax returns.
• Adhere to and manage engagement time budgets.
• Review engagement letters for partner approval.
• Prepare client invoices, communicate fees, and assist with overdue account collection.
• Ensure financial statements and management letters comply with professional, firm, and GAAP standards.
• Maintain year-round client contact and thorough knowledge of client businesses.
• Keep partners informed of engagement developments; analyze problems and recommend solutions.
• Communicate engagement progress, problems, and resolutions to clients.
• Conduct or supervise technical research on ambiguous GAAP matters and ensure timely adoption of GAAP/GAAS rules.
• Supervise, train, evaluate, and provide feedback to staff.
• Review staff work papers, reports, internal controls, work programs, assignments, and budgets.
• Write or assist with proposals for new clients.
• Build community and business-professional networks and attend business development activities.

Audit Manager