Tax Manager- CA

Jacobson Lawrence & Co; La Verne (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Jacobson Lawrence & Co. is seeking a Tax Manager in La Verne, California to oversee complex federal and multistate tax engagements, including California B&O considerations.

You will supervise staff, manage client relationships, and guide tax planning and compliance strategies for corporations, partnerships, trusts, and high-net-worth individuals. The role emphasizes leadership, technical proficiency, and proactive communication with clients and firm leadership, with a focus on delivering

Qualifications

• Bachelor’s degree in Accounting or related field is required.
• Active CPA license (California or reciprocity) is required.
• 5–8+ years of progressive tax experience, preferably in public accounting.
• Strong expertise in federal tax regulations and multistate taxation.
• Experience with California state tax and B&O tax. Must review complex returns across entity types.
• Demonstrated leadership and team management experience.
• Excellent analytical, organizational, and project management skills.
• Strong client service and communication skills.
• Advanced proficiency with Microsoft Excel.

Responsibilities

• Oversee and review federal tax returns for individuals, corporations, partnerships, and trusts.
• Manage preparation and review of tax extensions, estimated payments, and projections.
• Conduct advanced research on federal and multistate tax issues and communicate recommendations.
• Lead tax planning strategies and compliance initiatives for clients.
• Serve as primary client contact, managing relationships and service quality.
• Oversee IRS audits, notices, and Washington Department of Revenue inquiries.
• Mentor and develop Tax Seniors and Associates with performance feedback.
• Ensure documentation and quality control across workpapers and files.
• Monitor changes in federal and Washington tax laws and advise internally.
• Drive process improvements and optimize tax workflows (e.g., Lacerte).
• Collaborate with partners on engagements and business development.

Skills

Leadership

Client service

Communication

Analytical

Organizational

Project management

Excel

Education

Bachelor's degree in Accounting

CPA license

Tools

Lacerte

ProConnect

CCH

BNA

Job description

Tax Manager

Job Description

Position Summary

We are seeking a highly experienced and driven Tax Manager to join our tax team in La Verne, California. In this role, you will oversee the preparation and review of complex tax engagements, lead tax planning strategies, and manage client relationships across a diverse portfolio, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Manager will play a key leadership role in the firm, supervising staff, ensuring compliance, and providing strategic guidance on federal and multistate tax matters, with an emphasis on Washington state and local tax considerations.

Key Responsibilities

• Oversee and review federal tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance
• Manage the preparation and review of tax extensions, estimated payments, and tax projections
• Conduct advanced research and analysis of complex federal and multistate tax issues, including California State business taxes (e.g., B&O tax), and communicate recommendations to clients and firm leadership
• Lead tax planning strategies and compliance initiatives tailored to client needs
• Serve as the primary point of contact for clients, managing relationships and delivering high-quality service
• Manage and oversee IRS audits, notices, and correspondence, as well as Washington Department of Revenue inquiries
• Supervise, mentor, and develop Tax Seniors and Associates, including reviewing workpapers and providing ongoing feedback
• Ensure adherence to firm quality control standards and maintain well-documented, organized files
• Monitor changes in federal and Washington tax laws and proactively advise clients and internal teams on impacts
• Drive process improvements and efficiencies within tax workflows and software utilization (e.g., Lacerte)
• Collaborate with partners on client engagements, business development opportunities, and practice growth initiatives

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, or related field
• Active CPA license (California or ability to obtain reciprocity)
• 5–8+ years of progressive tax experience, preferably in public accounting
• Strong expertise in federal tax regulations and multistate taxation
• Experience with California State tax considerations, including B&O tax and nexus rules
• Extensive experience reviewing complex returns across multiple entity types
• Demonstrated leadership and team management experience
• Excellent analytical, organizational, and project management skills
• Strong client service and communication skills
• Advanced proficiency with Microsoft Office Suite, particularly Excel

Preferred

• Experience with California Department of Revenue audits and compliance
• Proven experience managing client relationships and leading engagements
• Experience with complex tax planning and consulting projects
• Proficiency with Proconnect and tax research platforms such as CCH or BNA

Salary Range

$85,000 – $120,000 annually, depending on experience and qualifications