Tax Senior at Jacobson Lawrence & Company

Tax Senior

We are seeking an experienced and motivated Tax Senior to join our California 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 include:

• 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 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 California 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 California tax law changes and communicate impacts to the team
• Utilize tax preparation software (e.g., Lacerte) 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 California
• 35 years of tax experience, preferably in public accounting
• Strong understanding of federal and California 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 California 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: $70,304 $90,000 annually, depending on experience and qualifications