Tax Manager- VA

Jacobson Lawrence & Company; Mechanicsville (VA); On-site; USD 90,000 - 120,000; Full time

Job summary

Jacobson Lawrence & Company is seeking a highly experienced Tax Manager in Richmond, Virginia. This role involves overseeing tax engagements, managing client relationships, and ensuring compliance with federal and Virginia tax laws. The ideal candidate will have a Bachelor’s degree, CPA license, and 5–8 years of experience in public accounting. Strong leadership, analytical skills, and expertise in tax regulations are essential. Preferred qualifications include familiarity with Virginia audits and experience with tax planning projects.

Qualifications

• 5–8+ years of progressive tax experience, preferably in public accounting.
• Demonstrated leadership and team management experience.
• Strong client service and communication skills.

Responsibilities

• Oversee and review federal and Virginia state income tax returns for compliance.
• Manage preparation of tax extensions, estimated payments, and projections.
• Conduct advanced research on complex tax issues and communicate recommendations.

Skills

Expertise in federal and Virginia state tax regulations

Tax planning strategies

Team management

Client service

Analytical skills

Education

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

Active CPA license

Tools

Lacerte

Microsoft Office Suite (Excel)

Job description

Position Summary

We are seeking a highly experienced and driven Tax Manager to join our tax team in Richmond, Virginia. 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, Virginia, and multistate tax matters.

Key Responsibilities

• Oversee and review federal and Virginia state income 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, Virginia, and multistate tax issues, 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 Virginia Department of Taxation 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 Virginia 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 (Virginia or ability to obtain reciprocity).
• 5–8+ years of progressive tax experience, preferably in public accounting.
• Strong expertise in federal and Virginia state tax regulations, including multistate taxation.
• Experience with pass-through entity taxation and Virginia-specific considerations (e.g., composite returns, PTET elections).
• 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 Virginia Department of Taxation audits and compliance.
• Proven experience managing client relationships and leading engagements.
• Experience with complex tax planning and consulting projects.
• Proficiency with Lacerte and tax research platforms such as CCH or BNA.