Tax Senior at Jacobson Lawrence & Company – Arcadia, California

Jacobson Lawrence & CompanyOur MissionAt JLCO Inc., our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support.

Our VisionOur 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 ValuesThese principles guide everything we do, from client relationships to team collaboration.

Integrity in Every ActionWe 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 ElevatesWe 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 PurposeWe 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.

Tax SeniorJob Description

Position SummaryWe 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 ResponsibilitiesPrepare and review federal and California state tax returns for individuals, corporations, partnerships, and trustsLead preparation of tax extensions, estimated payments, and tax projectionsResearch and analyze complex California and multistate tax issues using tools such as CCH or BNA, and communicate findings clearlyAssist with tax planning strategies and compliance initiatives for clientsServe as a primary point of contact for clients on routine tax mattersSupport and help manage IRS and California Franchise Tax Board (FTB) audits and correspondenceReview workpapers prepared by Tax Associates and provide guidance, feedback, and mentorshipEnsure accurate, well-organized documentation and compliance with firm standardsStay current on federal and California tax law changes and communicate impacts to the teamUtilize tax preparation software (e.g., Lacerte) efficiently to process and review returnsCollaborate effectively in a fast-paced, deadline-driven environmentQualificationsRequired:

Bachelor’s degree in Accounting, Finance, or related fieldCPA license or actively pursuing CPA licensure in California3–5 years of tax experience, preferably in public accountingStrong understanding of federal and California state tax regulationsExperience preparing and reviewing multiple entity typesExcellent attention to detail, organizational, and time management skillsStrong written and verbal communication skillsProficiency with Microsoft Office Suite, particularly ExcelPreferred:

Advanced knowledge of California tax issues, including FTB and multistate filingsExperience mentoring or supervising junior staffFamiliarity with complex tax compliance and planning engagementsExperience using Lacerte and tax research platforms such as CCH or BNASalary Range$70,304 – $90,000 annually, depending on experience and qualifications