Tax Associate

Jacobson Lawrence & Co; La Verne (CA); On-site; USD 40,000 - 44,000; Full time

Job summary

Jacobson Lawrence & Co. seeks a Tax Associate to join its California tax team. You will assist with federal and state tax returns, planning, and compliance for diverse clients including individuals, corporations, and partnerships.

You’ll gain hands-on experience with California tax law, multistate issues, and work with CPAs in a mentoring environment in a firm setting.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA-eligible or pursuing CPA licensure in California.
• Understanding of federal and California tax regulations.
• Attention to detail and time management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite (Excel).
• Internship or 1+ year of experience in public accounting or tax preparation.
• Familiarity with California tax issues (FTB, CDTFA, or multistate filings).

Responsibilities

• Prepare federal and California 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 California and multistate issues using tools like CCH or BNA
• Support clients during IRS and California Franchise Tax Board (FTB) audits or correspondence
• Maintain organized and accurate client documentation and workpapers
• Stay up to date on federal and California tax law changes
• Collaborate with team members in a fast-paced, deadline-driven environment
• Utilize tax preparation software (e.g., Lacerte) to process returns

Education

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

Tools

Lacerte

Job description

Tax Associate

Job Description

Position Summary

We’re looking for a highly motivated Tax Associate to join our California 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 California tax law and multistate tax issues while working alongside experienced CPAs and mentors.

Key Responsibilities

• Prepare federal and California 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 California and multistate issues using tools like CCH or BNA


• Support clients during IRS and California Franchise Tax Board (FTB) audits or correspondence


• Maintain organized and accurate client documentation and workpapers


• Stay up to date on federal and California 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 California


• Understanding of federal and California 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 California tax issues (FTB, CDTFA, or multistate filings)


• Experience with tax software such as Lacerte

Salary Range28.85 - 32 USD