Tax Manager- VA

Jacobson Lawrence & Company; Mechanicsville (AL); On-site; USD 140,000 - 190,000; Full time

Job summary

Jacobson Lawrence & Company in Richmond, Virginia, seeks an experienced Tax Manager to oversee the preparation and review of complex federal and state returns, lead tax planning, and manage client relationships across a diverse portfolio.

The role requires a CPA, 5–8+ years in public accounting, and strong leadership, analytical, and communication skills; you will supervise staff, ensure compliance, and contribute to practice growth using tools like Lacerte.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field is required.
• Active CPA license (Virginia preferred or reciprocity obtainable).
• 5–8+ years of progressive tax experience, preferably in public accounting.
• Strong knowledge of federal and Virginia tax regulations, including multistate taxation.
• Experience with pass-through entity taxation (PTET) and Virginia-specific considerations.
• Demonstrated leadership and client-service capabilities.

Responsibilities

• Oversee and review federal and Virginia state tax returns for various entities.
• Lead tax planning strategies and compliance initiatives for clients.
• Manage client relationships and ensure high-quality service delivery.
• Supervise Tax Seniors and Associates, providing guidance and feedback.
• Coordinate with partners on engagements and practice growth efforts.

Skills

Leadership

Analytical thinking

Project management

Client service

Communication

Tax regulations

Education

Bachelor’s degree in Accounting or Finance

Active CPA license

Tools

Lacerte

Excel

CCH/BNA tax research platforms

Job description

Jacobson Lawrence & Company

Our Mission

At JLCO Inc., our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support.

Our Vision

Our vision is to act as a central advisor and trusted influence, providing an ecosystem of solutions designed to address every aspect of each of our firms' clients' financial health and well-being, and meet their ever-changing needs.

Our Core Values

These principles guide everything we do, from client relationships to team collaboration.

Integrity in Every Action

We believe trust is the foundation of every client relationship and every internal partnership. At JLCO, integrity means doing the right thing even when no one is watching. From tax compliance to IT security, we uphold industry-leading standards of honesty, transparency, and accountability to guide every decision we make.

Collaboration that Elevates

We achieve more when we work together. Collaboration at JLCO means breaking down silos between offices, departments, and teams to create a dynamic client and employee experience. By respecting each other's strengths and sharing knowledge, we elevate not only our teams, but the clients and community we serve.

Innovation with Purpose

We embrace change and harness technology to move our clients and our firm forward. At JLCO, innovation isn't about chasing trends — it's about implementing solutions that create efficiency, deliver clarity, and open new possibilities for growth. Every technology and tool we adopt is tested to ensure it aligns with our mission of empowering our clients toward their best future.

Tax Manager

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