Tax Client Experience Specialist

Jacobson Lawrence & Company; Arcadia (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

JLCO Inc. is seeking a detail-oriented administrative professional to join our tax team in California. You will onboard new clients, manage data, file extensions, and support the tax staff by maintaining QuickBooks files and ensuring accurate information for returns.

The role emphasizes strong communication with tax clients, independent work, and collaboration with colleagues across departments to improve processes and efficiency.

Qualifications

• High school diploma or higher and 3-5 years progressively responsible experience in administrative field.
• General understanding of basic tax returns and financial statements.
• Proficient in Microsoft Office with advanced Excel skills.
• Experience using QuickBooks
• Excellent oral and written communication skills
• Ability to manage multiple (or shifting) timelines and priorities
• QuickBooks or QuickBooks Online certification is a plus
• Previous Tax Preparation Experience is a plus
• Experience using ProConnect Tax software is a plus

Responsibilities

• Client Onboarding & Data Management: Set up new clients in the firm’s tax system and maintain accurate, up-to-date client records.
• Tax Department Support: Prepare and file client tax extensions and assist in compiling information required for tax return preparation.
• Client Communication & Relationship Management: Serve as the primary point of contact for tax clients, responding promptly to inquiries and requests.
• Administrative & Project Coordination: Provide administrative support to tax leadership, manage deadlines, and use QuickBooks to manage client data.
• Process Improvement & Collaboration: Collaborate across departments to streamline workflows and discuss workload and process enhancements.

Skills

Microsoft Office

Advanced Excel

Communication skills

Independent judgment

Education

High school diploma or higher

Tools

QuickBooks

ProConnect Tax

Job description

JLCO Inc. is seeking a detail-oriented administrative professional to join our tax team in California. You will onboard new clients, manage data, file extensions, and support the tax staff by maintaining QuickBooks files and ensuring accurate information for returns.

The role emphasizes strong communication with tax clients, independent work, and collaboration with colleagues across departments to improve processes and efficiency.