Tax Associate

Jacobson Lawrence & Company· Tax
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📍 La Verne, CAFULL TIME

About this role

Tax Associate

Job Description

Position Summary

We’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 Responsibilities

  • Prepare federal and California 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 California and multistate issues using tools like CCH or BNA
  • Support clients during IRS and California Franchise Tax Board (FTB) audits or correspondence
  • Maintain organized and accurate client documentation and workpapers
  • Stay up to date on federal and California tax law changes
  • Collaborate with team members in a fast-paced, deadline-driven environment
  • Utilize tax preparation software (e.g., Lacerte) to process returns

Qualifications

Required:

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

Preferred:

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

Salary Range28.85 - 32 USD

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.

Frequently Asked Questions

Is the salary disclosed for the Tax Associate position at Jacobson Lawrence & Company?
The salary for this Tax Associate role at Jacobson Lawrence & Company is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Tax Associate position at Jacobson Lawrence & Company located?
This Tax Associate role at Jacobson Lawrence & Company is based in La Verne, CA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Tax Associate role at Jacobson Lawrence & Company full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Tax Associate role in the Tax department at Jacobson Lawrence & Company.
Which team or department does the Tax Associate at Jacobson Lawrence & Company belong to?
This Tax Associate position is part of the Tax department at Jacobson Lawrence & Company. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Tax Associate position at Jacobson Lawrence & Company?
Click the "Apply Now" button on this page. You will be redirected to Jacobson Lawrence & Company's official application portal hosted on rippling where you can submit your application directly.
When was the Tax Associate job at Jacobson Lawrence & Company posted?
This Tax Associate position at Jacobson Lawrence & Company was posted on Aug 28, 2026. Apply as soon as possible — early applications are often reviewed first.
Tax Associate
Jacobson Lawrence & Company
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