Tax Senior - CA & Multistate Expert & Mentor

Jacobson Lawrence & Company; La Verne (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JLCO Inc. in California seeks an experienced Tax Senior to lead preparation and review of federal and California returns, mentor staff, and guide tax planning for corporations, partnerships, trusts, and high-net-worth individuals.

You will work with managers and partners, ensuring compliance, accuracy, and timely delivery, while staying current on federal and CA tax law changes and using Proconnect and research tools to support complex engagements.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field is required.
• Strong attention to detail and time management are essential.
• Excellent written and verbal communication skills required.

Responsibilities

• Prepare and review federal and California state tax returns for individuals, corporations, partnerships, and trusts.
• Lead preparation of tax extensions, estimated payments, and tax projections.
• Research and analyze complex California and multistate tax issues using tax research tools.
• Assist with tax planning strategies and compliance initiatives for clients.
• Serve as primary contact for clients on routine tax matters.
• Support and help manage IRS and California FTB audits and correspondence.
• Review work papers and mentor Tax Associates as needed.
• Stay current on federal and California tax law changes and communicate impacts to the team.

Skills

Attention to detail

Written and verbal communication

MS Excel

Education

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

Tools

ProConnect

CCH

BNA

Job description

JLCO Inc. in California seeks an experienced Tax Senior to lead preparation and review of federal and California returns, mentor staff, and guide tax planning for corporations, partnerships, trusts, and high-net-worth individuals.

You will work with managers and partners, ensuring compliance, accuracy, and timely delivery, while staying current on federal and CA tax law changes and using Proconnect and research tools to support complex engagements.