Tax Associate

Jacobson Lawrence & Co; Mechanicsville (VA); On-site; USD 65,000 - 85,000; Full time

Job summary

Jacobson Lawrence & Co in Virginia seeks a Tax Associate to join our tax team. You’ll assist with federal and Virginia tax return preparation, compliance, and planning for a diverse client base including individuals, corporations and partnerships.

You will work with CPAs and mentors to gain hands-on experience with Virginia tax law, multistate filings, and tax research using tools like CCH or BNA, while developing strong attention to detail and professional communication.

Qualifications

• Required: Bachelor's degree in Accounting, Finance, or related field.
• Required: CPA-eligible or actively pursuing CPA licensure in Virginia.
• Required: Understanding of federal and Virginia state tax regulations.
• Required: Strong attention to detail and time management skills.
• Required: Excellent written and verbal communication skills.
• Required: Proficiency with Microsoft Office Suite (Excel).
• Preferred: Internship or 1+ year of experience in public accounting or tax preparation.
• Preferred: Familiarity with Virginia tax issues (FTB, CDTFA, or multistate filings).
• Preferred: Experience with tax software such as Lacerte.

Responsibilities

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

Skills

CPA-eligible or pursuing CPA

Attention to detail

Time management

Written and verbal communication

Understanding of federal and Virginia税

Education

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

Tools

Lacerte

ProConnect

Microsoft Excel

CCH

BNA

Job description

Tax Associate

Position Summary

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

Key Responsibilities

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

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• CPA-eligible or actively pursuing CPA licensure in Virginia
• Understanding of federal and Virginia 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 Virginia tax issues (FTB, CDTFA, or multistate filings)
• Experience with tax software such as Lacerte