Tax Senior
Job Description
Position Summary
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
- 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
- 3–5 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
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.