Tax Associate at Jacobson Lawrence & Company – La Verne, 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 Associate

Job Description

Position SummaryWe’re looking for a highly motivated Tax Associate to join our California 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 California tax law and multistate tax issues while working alongside experienced CPAs and mentors.

Key ResponsibilitiesPrepare federal and California state tax returns for individuals, corporations, partnerships, and trustsAssist in the preparation of tax extensions, estimated payments, and tax projectionsConduct basic tax research on California and multistate issues using tools like CCH or BNASupport clients during IRS and California Franchise Tax Board (FTB) audits or correspondenceMaintain organized and accurate client documentation and workpapersStay up to date on federal and California tax law changesCollaborate with team members in a fast-paced, deadline-driven environmentUtilize tax preparation software (e.g., Lacerte) to process returnsQualificationsRequired:

Bachelor’s degree in Accounting, Finance, or related fieldCPA-eligible or actively pursuing CPA licensure in CaliforniaUnderstanding of federal and California state tax regulationsStrong attention to detail and time management skillsExcellent written and verbal communication skillsProficiency with Microsoft Office Suite (especially Excel)Preferred:

Internship or 1+ year of experience in public accounting or tax preparationFamiliarity with California tax issues (FTB, CDTFA, or multistate filings)Experience with tax software such as LacerteSalary Range28.85 - 32 USD