Jobs at Jacobson Lawrence & Co

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 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.

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.

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 payroll operations, ensuring accurate and timely processing of wages, benefits, garnishments, taxes, and deductions. Maintain payroll records, reports, systems, and compliance with federal, state, and local regulations. Facilitate audits, process payroll updates, recommend system improvements, prepare Forms 941 and 940, manage sales tax responsibilities, and supervise and train payroll staff.

Serves as the primary contact for tax clients while onboarding clients, managing records and documents, filing extensions, supporting tax preparation, maintaining QuickBooks data, generating Excel reports, coordinating deadlines, and providing administrative support to tax leadership. The role requires strong communication, organization, independent judgment, multitasking, and collaboration across departments.

Performs full-charge bookkeeping and public accounting services, including general ledger maintenance, bank reconciliations, journal entries, payroll processing, payroll tax returns, sales tax reporting, financial statements, information returns, business compliance filings, and individual and business tax preparation. Manages accounting activities for medical group clients using QuickBooks and coordinates payroll, bill payments, deposits, correspondence, and account reconciliations.

Prepares financial statements, maintains general ledgers, processes payroll and tax filings, reconciles bank and customer accounts, manages accounts payable and receivable, supports audits, and coordinates accounting software updates. The role requires strong knowledge of financial and cost accounting, GAAP, accounting software, Microsoft Office, organization, attention to detail, and communication skills.

Oversee company financial records, accounting personnel, internal controls, compliance, reporting, payroll, accounts payable and receivable, tax filings, cash reporting, dashboards, and asset security. Supervise accounting and administrative staff, coordinate with clients, accountants, the President, and IT, and ensure accurate and timely financial operations across associated entities.