Tax Senior

Posted Yesterday
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Bellevue, WA, USA
In-Office
80K-110K Annually
Senior level
Professional Services • Consulting
The Role
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.
Summary Generated by Built In
Jacobson Lawrence & CompanyOur 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.


Tax Senior

Job Description

Position Summary

We are seeking an experienced and motivated Tax Senior to join our Washington 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 Responsibilities
  • Prepare and review federal and Washington state tax returns for individuals, corporations, partnerships, and Trusts/Gifts
  • Lead preparation of tax extensions, estimated payments, and tax projections
  • Research and analyze complex Washington and multistate tax issues using tools such as CCH or BNA, and communicate findings clearly
  • Assist with tax planning strategies and compliance initiatives for clients
  • Serve as a primary point of contact for clients on routine tax matters
  • Support and help manage IRS and Washington Franchise Tax Board (FTB) audits and correspondence
  • Review workpapers prepared by Tax Associates and provide guidance, feedback, and mentorship
  • Ensure accurate, well-organized documentation and compliance with firm standards
  • Stay current on federal and Washington tax law changes and communicate impacts to the team
  • Utilize tax preparation software (e.g., ProConnect) efficiently to process and review returns
  • Collaborate effectively in a fast-paced, deadline-driven environment
Qualifications

Required:

  • Bachelor’s degree in Accounting, Finance, or related field
  • CPA license or actively pursuing CPA licensure in Washington
  • 3–5 years of tax experience, preferably in public accounting
  • Strong understanding of federal and Washington state tax regulations
  • Experience preparing and reviewing multiple entity types
  • Excellent attention to detail, organizational, and time management skills
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Suite, particularly Excel

Preferred:

  • Advanced knowledge of Washington tax issues, including FTB and multistate filings
  • Experience mentoring or supervising junior staff
  • Familiarity with complex tax compliance and planning engagements
  • Experience using Lacerte and tax research platforms such as CCH or BNA
Salary Range

$80,168.40 – $110,000 annually, depending on experience and qualifications

Skills Required

  • Bachelor's degree in Accounting, Finance, or a related field
  • CPA license or active pursuit of CPA licensure in Washington
  • 3-5 years of tax experience, preferably in public accounting
  • Strong understanding of federal and Washington state tax regulations
  • Experience preparing and reviewing tax returns for multiple entity types
  • Excellent attention to detail, organizational, and time management skills
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Suite, particularly Excel
  • Advanced knowledge of Washington tax issues, including FTB and multistate filings
  • Experience mentoring or supervising junior staff
  • Familiarity with complex tax compliance and planning engagements
  • Experience using Lacerte and tax research platforms such as CCH or BNA
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The Company
23 Employees
Year Founded: 2023

What We Do

Jacobson Lawrence & Company (JLCO Inc.) is a professional-services firm providing tax strategy, preparation, advisory, and consulting for businesses, nonprofits, high-net-worth individuals, investment groups, government entities, and professionals. Its services also include bookkeeping, business management support, payroll, IRS tax resolution, and business formation. The firm serves clients nationally and internationally, with offices in California, Texas, Washington, and Virginia, through virtual and in-person appointments.

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