Tax Preparer

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.

Tax Preparer

Job Description

Job Description

We are seeking a detail-oriented and experienced Tax Preparer to join our team. In this role, you will be responsible for advising clients on tax matters, analyzing financial information, preparing and filing accurate tax returns, and ensuring compliance with all federal, state, and local tax regulations. You will also assist clients with strategic tax planning and deliver exceptional service that encourages repeat business and client growth.

Key Responsibilities:

• Conduct initial consultations and gather necessary client documentation
• Advise clients on the tax preparation process, deductions, credits, and liabilities
• Prepare and file accurate individual and business tax returns in a timely manner
• Analyze financial and tax data to optimize client outcomes
• Audit all forms and ensure completeness, accuracy, and compliance with current tax laws
• Respond to inquiries and correspondence from clients and tax authorities
• Provide proactive tax planning strategies for future years
• Maintain confidentiality and security of sensitive financial information
• Build long-term client relationships and support business development through excellent service
• Sign tax returns on behalf of clients when authorized

Qualifications & Requirements

• Bachelor's degree in Accounting, Finance, or related field
• Active PTIN and completion of the Registered Tax Return Preparer Test (or equivalent certification)
• Minimum of 5 years of professional tax preparation experience
• In-depth knowledge of federal, state, and local tax regulations
• Proficient in tax preparation software and Microsoft Office Suite
• Strong analytical, organizational, and communication skills (oral and written)
• Commitment to maintaining client confidentiality and integrity
• CPA or Enrolled Agent (EA) designation is a plus