Tax Senior

Jacobson Lawrence & Company; Bellevue (WA); On-site; USD 80,000 - 110,000; Full time

Job summary

JLCO Inc. in Washington is seeking an experienced Tax Senior to lead the preparation and review of federal and Washington state returns for individuals, corporations, partnerships, and trusts.

You will mentor junior staff and coordinate with managers and partners on multistate tax issues. You will engage in tax planning, stay current on tax law changes, and use ProConnect, Lacerte, and tax research tools to deliver accurate, compliant results for a diverse client base.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field is required.
• CPA license or active pursuit of CPA licensure in Washington is required.
• 3–5 years of tax experience, preferably in public accounting.
• Strong knowledge of federal and Washington state tax regulations.
• Experience preparing and reviewing multiple entity types.
• Excellent attention to detail, organizational, and time-management skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office, especially Excel.

Responsibilities

• Prepare and review federal and Washington state tax returns for individuals, corporations, partnerships, and Trusts/Gifts.
• Lead preparation of tax extensions, estimated payments, and tax projections.
• Research and analyze complex Washington and multistate tax issues with reference tools and communicate findings clearly.
• Assist with tax planning strategies and compliance initiatives for clients.
• Serve as a primary point of contact for clients on routine tax matters.
• Support and help manage IRS and Washington FTB audits and correspondence.
• Review workpapers and provide guidance and mentorship to Tax Associates.
• Ensure documentation and compliance with firm standards.
• Stay current on federal and Washington tax law changes and communicate impacts to the team.
• Utilize ProConnect, Lacerte, and other tax software to process and review returns.
• Collaborate effectively in a fast-paced, deadline-driven environment.

Skills

Attention to detail

Organizational skills

Time management

Strong written and verbalCommunication

Education

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

CPA license or actively pursuing CPA licensure in Washington

Tools

Excel

Lacerte

ProConnect

CCH

BNA

Job description

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 Senior

Job Description

Position Summary

We are seeking an experienced and motivated Tax Senior to join our Washington tax team. In this role, you will take a lead position in preparing and reviewing tax returns, handling more complex tax matters, and supporting tax planning initiatives for a diverse client base, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Senior will work closely with managers and partners while mentoring junior staff and serving as a key resource on California and multistate tax issues.

Key Responsibilities

• Prepare and review federal and Washington state tax returns for individuals, corporations, partnerships, and Trusts/Gifts
• Lead preparation of tax extensions, estimated payments, and tax projections
• Research and analyze complex Washington and multistate tax issues using tools such as CCH or BNA, and communicate findings clearly
• Assist with tax planning strategies and compliance initiatives for clients
• Serve as a primary point of contact for clients on routine tax matters
• Support and help manage IRS and Washington Franchise Tax Board (FTB) audits and correspondence
• Review workpapers prepared by Tax Associates and provide guidance, feedback, and mentorship
• Ensure accurate, well-organized documentation and compliance with firm standards
• Stay current on federal and Washington tax law changes and communicate impacts to the team
• Utilize tax preparation software (e.g., ProConnect) efficiently to process and review returns
• Collaborate effectively in a fast-paced, deadline-driven environment

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• CPA license or actively pursuing CPA licensure in Washington
• 3–5 years of tax experience, preferably in public accounting
• Strong understanding of federal and Washington state tax regulations
• Experience preparing and reviewing multiple entity types
• Excellent attention to detail, organizational, and time management skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite, particularly Excel

Preferred:

• Advanced knowledge of Washington tax issues, including FTB and multistate filings
• Experience mentoring or supervising junior staff
• Familiarity with complex tax compliance and planning engagements
• Experience using Lacerte and tax research platforms such as CCH or BNA

Salary Range

$80,168.40 – $110,000 annually , depending on experience and qualifications