Tax Associate

Jacobson Lawrence & CoHouston, TX
7d

About The Position

We’re looking for a highly motivated Tax Associate to join our Texas tax team. In this role, you’ll assist with tax return preparation, compliance, and planning for a variety of clients, including corporations, partnerships, and high-net-worth individuals. You’ll gain hands-on experience with Texas tax law and multistate tax issues while working alongside experienced CPAs and mentors.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field
  • CPA-eligible or actively pursuing CPA licensure in Texas
  • Understanding of federal and Texas state tax regulations
  • Strong attention to detail and time management skills
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office Suite (especially Excel)

Nice To Haves

  • Internship or 1+ year of experience in public accounting or tax preparation
  • Familiarity with Texas tax issues (FTB, CDTFA, or multistate filings)
  • Experience with tax software such as Lacerte

Responsibilities

  • Prepare federal and Texas state tax returns for individuals, corporations, partnerships, and trusts
  • Assist in the preparation of tax extensions, estimated payments, and tax projections
  • Conduct basic tax research on Texas and multistate issues using tools like CCH or BNA
  • Support clients during IRS and Texas Franchise Tax Board (FTB) audits or correspondence
  • Maintain organized and accurate client documentation and workpapers
  • Stay up to date on federal and Texas tax law changes
  • Collaborate with team members in a fast-paced, deadline-driven environment
  • Utilize tax preparation software (e.g., Lacerte) to process returns
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