Tax Associate - CA CPA-Track, Collaborative Growth

Jacobson Lawrence & Company; La Verne (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A California-based accounting firm seeks a highly motivated Tax Associate to join their tax team. In this role, you will assist with tax return preparation, compliance, and planning for corporations, partnerships, and individuals. This position enables you to gain hands-on experience with California tax law and multistate issues while working alongside seasoned CPAs. The ideal candidate will possess strong attention to detail and effective communication skills, along with a Bachelor's degree in Accounting or Finance and CPA eligibility.

Qualifications

• 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).

Responsibilities

• Prepare federal and California state tax returns.
• Assist in the preparation of tax extensions and payments.
• Conduct basic tax research on California and multistate issues.
• Support clients during IRS and California FTB audits.
• Maintain organized and accurate client documentation.
• Stay up to date on federal and California tax law changes.
• Collaborate with team members in a fast‑paced environment.
• Utilize tax preparation software to process returns.

Skills

Attention to detail

Time management

Written communication

Verbal communication

Microsoft Excel

Education

Bachelor’s degree in Accounting or Finance

CPA eligibility

Tools

Lacerte

CCH or BNA

Microsoft Office Suite

Job description

A California-based accounting firm seeks a highly motivated Tax Associate to join their tax team. In this role, you will assist with tax return preparation, compliance, and planning for corporations, partnerships, and individuals. This position enables you to gain hands-on experience with California tax law and multistate issues while working alongside seasoned CPAs. The ideal candidate will possess strong attention to detail and effective communication skills, along with a Bachelor's degree in Accounting or Finance and CPA eligibility.