Tax Associate

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 Associate

Job Description

Position Summary

We're looking for a highly motivated Tax Associate to join our Washington tax team. In this role, you'll assist with tax return preparation, compliance, and planning for a variety of clients, including corporations, partnerships, and high-net-worth individuals. You'll gain hands-on experience with federal tax law and Washington-specific tax issues while working alongside experienced CPAs and mentors.

Because Washington does not impose a personal or corporate income tax, this role will also involve exposure to other state and local taxes such as the Washington Business & Occupation (B&O) Tax and Washington Sales and Use Tax, as well as multistate tax considerations.

Key Responsibilities

• Prepare federal tax returns for individuals, corporations, partnerships, and trusts
• Assist in the preparation of tax extensions, estimated payments, and tax projections
• Support compliance with Washington state and local taxes, including B&O and sales/use tax filings
• Conduct basic tax research on federal and multistate issues using tools like CCH or BNA
• Assist clients with inquiries or notices from the Internal Revenue Service and the Washington State Department of Revenue
• Maintain organized and accurate client documentation and workpapers
• Stay up to date on federal and Washington state/local tax law changes
• Collaborate with team members in a fast-paced, deadline-driven environment
• Utilize tax preparation software (e.g., ProConnect Tax.) to process returns

Qualifications

Required:

• Bachelor's degree in Accounting, Finance, or related field
• CPA-eligible or actively pursuing CPA licensure in Washington
• Understanding of federal tax regulations and general state/local tax concepts
• Strong attention to detail and time management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite (especially Excel)

Preferred:

• Internship or 1+ year of experience in public accounting or tax preparation
• Familiarity with Washington tax structure (B&O tax, sales/use tax, or multistate filings)
• Experience with tax software such as ProConnect Tax.

Compensation

Hourly Range: $28.85 - $32.00 USD

In compliance with Washington State pay transparency laws, the posted compensation range reflects the expected pay for this position. Actual compensation may vary based on experience, qualifications, and location within Washington.