Jobs at Jacobson Lawrence & Co

Prepare and review federal, Washington, California, and multistate tax returns for individuals and varied entities. Lead extensions, estimated payments, projections, tax research, planning, audits, and client communications. Review staff workpapers, mentor junior employees, maintain compliance documentation, and monitor tax-law changes. The role requires collaboration with managers and partners in a deadline-driven public accounting environment.

Prepare federal and California tax returns for individuals, corporations, partnerships, and trusts. Assist with extensions, estimated payments, tax projections, research, audits, and client correspondence. Maintain accurate documentation, monitor tax law changes, and collaborate with CPAs and team members. Use CCH or BNA for research and Lacerte for tax preparation.

Prepare federal and California tax returns for individuals, corporations, partnerships, and trusts. Assist with extensions, estimated payments, projections, tax research, and IRS or California FTB audits. Maintain accurate client documentation, monitor tax law changes, and collaborate with CPAs and team members. Use CCH, BNA, Lacerte, and Microsoft Excel while developing expertise in California and multistate taxation.

Prepare federal tax returns for individuals, corporations, partnerships, and trusts; assist with extensions, estimated payments, projections, and Washington B&O and sales/use tax compliance. Conduct basic federal and multistate tax research, respond to IRS and state notices, maintain client workpapers, and use tax software to process returns while collaborating with experienced CPAs.

Prepare and review federal, California, and multistate tax returns for individuals, corporations, partnerships, trusts, and high-net-worth clients. Lead extensions, estimated payments, projections, tax research, planning, and audit support. Mentor junior staff, review workpapers, communicate with clients, monitor tax law changes, and ensure accurate compliance using Lacerte and related research tools.

Prepare and file individual and business tax returns, advise clients on tax matters, analyze financial data, ensure regulatory compliance, support tax planning, respond to client and tax authority inquiries, protect confidential information, and build long-term client relationships.

Performs supervised accounting and audit support, including confirmations, account analyses, inventory counts, document tracing, liability searches, journal entry preparation, and trial balance adjustments. Works under senior accountant guidance, follows assignment schedules, and gradually assumes more complex responsibilities as proficiency develops.

Supports a tax department through client onboarding, document tracking, tax extension filing, QuickBooks file restoration, financial data reconciliation, reporting, and basic tax data entry. Serves as the primary client contact, coordinates with tax staff, manages deadlines, supports leadership, and maintains accurate confidential records. The role also assists with scheduling, project tracking, process improvement, and preparation of information needed for tax returns.

Oversee preparation and review of complex federal and multistate tax returns for individuals, corporations, partnerships, trusts, and high-net-worth clients. Lead tax planning, projections, audits, compliance, and client advisory work. Supervise and develop tax staff, maintain quality standards, research tax issues, monitor legislative changes, improve tax workflows, and support client relationships, business development, and firm growth.

Lead nonprofit audit engagements from planning through completion, managing deadlines, budgets, profitability, and team performance. Review workpapers, financial statements, and audit reports for GAAS and FASB ASC 958 compliance. Advise clients on accounting, internal controls, and regulatory matters; develop client relationships; support business development, recruiting, training, and firm initiatives.

Performs financial statement audits with limited supervision, reviews internal controls and accounting records, evaluates inventory, receivables, liabilities, disclosures, and valuation methods, and drafts audit reports and management comments. Supervises and trains staff accountants, prepares audit programs and budgets, directs audit procedures, reviews work, communicates with clients, and resolves accounting and auditing matters with minimal manager or partner involvement.

Lead nonprofit audit engagements from planning through completion, managing budgets, deadlines, workpapers, financial statements, and audit reports. Supervise and mentor audit staff, ensure GAAS and FASB ASC 958 compliance, advise clients on accounting and internal controls, build lasting client relationships, support business development, and contribute to firm training, recruiting, and diversity initiatives.

Oversee company financial records, accounting personnel, internal controls, compliance, reporting, payroll, accounts payable and receivable, tax filings, cash reporting, and financial dashboards. Supervise accounting and administrative staff, coordinate with clients, outside accountants, and company leadership, maintain asset security, and support accounting-related business decisions. The role also monitors IT functionality and drives process improvements.

Process payroll for multiple clients, including verifying timekeeping data, calculating wages and deductions, maintaining payroll records, issuing pay statements, resolving discrepancies, and assisting with payroll tax filings. The role also handles employee onboarding and offboarding, client inquiries, payroll reporting, and compliance with federal, state, and local regulations while protecting confidential information.

Prepares federal and Texas tax returns for individuals, corporations, partnerships, and trusts. Assists with extensions, estimated payments, projections, tax research, audits, correspondence, and client documentation. The role requires staying current on tax law, using tax preparation software, and collaborating with experienced CPAs in a deadline-driven environment.

Coordinates client service operations for an accounting and tax services firm. Responsibilities include requesting and organizing client information, coordinating deliverables and outsourced tax returns, maintaining records, scheduling meetings, supporting prospect pipelines and onboarding, managing communications, billing clients, and escalating issues. The role requires strong organization, accuracy, communication, discretion, and the ability to manage peak-season workloads and occasional overtime.

Oversee complex federal and multistate tax return preparation and review, lead tax planning, manage audits and notices, advise clients on Washington tax matters, and supervise tax staff. The role manages client relationships, ensures compliance and quality control, improves tax workflows and software utilization, monitors legislative changes, and collaborates with firm partners on engagements, business development, and practice growth.

Oversee complex federal, multistate, and Texas tax engagements for individuals and business entities. Lead tax planning, compliance, projections, audits, and client advisory work while supervising tax staff, reviewing returns, ensuring quality standards, monitoring tax-law changes, and improving workflow efficiency. Build client relationships, collaborate with firm partners, and support business development initiatives.

Oversee company financial records, accounting personnel, internal controls, compliance, reporting, payroll, accounts payable and receivable, tax filings, cash reporting, and financial dashboards. The manager supervises accounting and administrative staff, coordinates with accountants and clients, ensures asset security, supports technology improvements, and advises the President on accounting decisions.

Lead nonprofit audit engagements from planning through completion, managing deadlines, budgets, client communication, and engagement quality. Supervise and review audit associates, maintain ongoing client relationships, and apply GAAP, GAAS, governmental auditing standards, and Uniform Guidance. Participate in business development, proposals, presentations, networking, recruiting, and firm decision-making. The role requires at least three years of public accounting audit experience and a CPA license or active pursuit of one.