California Tax Associate: Prep, Compliance & Planning

Jacobson Lawrence & Company; La Verne (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JLCO Inc. in California seeks a Tax Associate to join our tax team. You will assist with tax return preparation, compliance, and planning for individuals, corporations, and partnerships, gaining hands-on experience with CA tax law.

You will work with CPAs and mentors to stay updated on regulations, use Lacerte software, and support clients during audits. A Bachelor's in accounting/finance and CPA-eligibility are preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field is required.
• CPA-eligible or actively pursuing CPA licensure in California.
• Strong attention to detail and time-management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel.

Responsibilities

• Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts.
• Assist in tax extensions, estimated payments, and tax projections.
• Research California and multistate tax issues using standard tax databases.
• Support clients during IRS and CA FTB audits or correspondence.
• Maintain organized client documentation and workpapers.
• Stay updated on federal and CA tax law changes.
• Collaborate with team in a fast-paced, deadline-driven environment.
• Utilize tax software (Lacerte) to process returns.

Skills

Tax knowledge

Attention to detail

Communication

Excel

Education

Bachelor’s degree in Accounting/Finance

Tools

Lacerte

Job description

JLCO Inc. in California seeks a Tax Associate to join our tax team. You will assist with tax return preparation, compliance, and planning for individuals, corporations, and partnerships, gaining hands-on experience with CA tax law.

You will work with CPAs and mentors to stay updated on regulations, use Lacerte software, and support clients during audits. A Bachelor's in accounting/finance and CPA-eligibility are preferred.