Teams at Jacobson Lawrence & Co

Supports a tax and audit firm through client onboarding, document tracking, tax extension filing, QuickBooks file maintenance, financial data reconciliation, Excel reporting, client communication, scheduling, project tracking, and administrative support for tax leadership. The role manages deadlines, maintains confidential records, assists with tax preparation, and coordinates workflows across teams.

Prepare and review federal and California tax returns for individuals, corporations, partnerships, and trusts. Handle extensions, estimates, projections, complex California and multistate tax research, planning, audits, and client correspondence. Review junior staff work, provide mentorship, maintain compliance documentation, monitor tax law changes, and use tax preparation and research software in a deadline-driven public accounting environment.

Oversee complex federal and multistate tax return preparation and review for individuals, corporations, partnerships, trusts, and high-net-worth clients. Lead tax planning, audits, notices, compliance initiatives, and client relationships, with emphasis on Washington B&O tax and nexus rules. Supervise and develop tax staff, ensure quality control, monitor regulatory changes, improve tax workflows, and collaborate on business development and practice growth.