Tax Associate

Jacobson Lawrence & Company; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A professional services firm in Houston, Texas, is seeking a highly motivated Tax Associate to join its tax team. This role involves assisting with tax return preparation and compliance for various clients, including corporations and high-net-worth individuals. Candidates should have a Bachelor's degree in Accounting or Finance, be CPA-eligible, and possess strong attention to detail and communication skills. Experience with Lacerte and understanding Texas tax law are advantageous. Competitive learning environment with mentorship opportunities.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field is required.
• Must be CPA-eligible or actively pursuing CPA licensure in Texas.
• Understanding of federal and Texas state tax regulations is essential.

Responsibilities

• Prepare federal and Texas state tax returns for individuals and entities.
• Assist with tax extensions, estimated payments, and projections.
• Conduct tax research on Texas and multistate issues.

Skills

Attention to detail

Time management

Written communication

Verbal communication

Proficiency in Excel

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA-eligible or actively pursuing CPA licensure in Texas

Tools

Lacerte

Microsoft Office Suite

Job description

At JLCO Inc. , our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support.

Our Vision

Our vision is to act as a central advisor and trusted influence, providing an ecosystem of solutions designed to address every aspect of each of our firms' clients' financial health and well-being, and meet their ever-changing needs.

Our Core Values

These principles guide everything we do, from client relationships to team collaboration.

Integrity in Every Action

We believe trust is the foundation of every client relationship and every internal partnership. At JLCO, integrity means doing the right thing even when no one is watching. From tax compliance to IT security, we uphold industry-leading standards of honesty, transparency, and accountability to guide every decision we make.

Collaboration that Elevates

We achieve more when we work together. Collaboration at JLCO means breaking down silos between offices, departments, and teams to create a dynamic client and employee experience. By respecting each other's strengths and sharing knowledge, we elevate not only our teams, but the clients and community we serve.

Innovation with Purpose

We embrace change and harness technology to move our clients and our firm forward. At JLCO, innovation isn't about chasing trends — it's about implementing solutions that create efficiency, deliver clarity, and open new possibilities for growth. Every technology and tool we adopt is tested to ensure it aligns with our mission of empowering our clients toward their best future.

Tax Associate

Job Description

Position Summary

We’re looking for a highly motivated Tax Associate to join our Texas tax team. In this role, you’ll assist with tax return preparation, compliance, and planning for a variety of clients, including corporations, partnerships, and high-net-worth individuals. You’ll gain hands‑on experience with Texas tax law and multistate tax issues while working alongside experienced CPAs and mentors.

Key Responsibilities

• Prepare federal and Texas state tax returns for individuals, corporations, partnerships, and trusts
• Assist in the preparation of tax extensions, estimated payments, and tax projections
• Conduct basic tax research on Texas and multistate issues using tools like CCH or BNA
• Support clients during IRS and Texas Franchise Tax Board (FTB) audits or correspondence
• Maintain organized and accurate client documentation and workpapers
• Stay up to date on federal and Texas tax law changes
• Collaborate with team members in a fast‑paced, deadline‑driven environment
• Utilize tax preparation software (e.g., Lacerte) to process returns

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• CPA‑eligible or actively pursuing CPA licensure in Texas
• Understanding of federal and Texas state tax regulations
• Strong attention to detail and time management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite (especially Excel)

Preferred:

• Internship or 1+ year of experience in public accounting or tax preparation
• Familiarity with Texas tax issues (FTB, CDTFA, or multistate filings)
• Experience with tax software such as Lacerte