Tax Senior
Jacobson Lawrence & Co•La Verne, CA
•$70,304 - $90,000
About The Position
We are seeking an experienced and motivated Tax Senior to join the California tax team. The Tax Senior leads the preparation and review of tax returns, handles complex tax matters, and supports tax planning initiatives for a diverse client base that includes corporations, partnerships, trusts, and high-net-worth individuals. The role works closely with managers and partners, mentors junior staff, and serves as a key resource on California and multistate tax issues.
Requirements
- Bachelor’s degree in Accounting, Finance, or a 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.
Nice To Haves
- 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 ProConnect and tax research platforms such as CCH or BNA.
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.
- Use tax preparation software such as Lacerte to process and review returns efficiently.
- Collaborate effectively in a fast-paced, deadline-driven environment.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
