Tax Associate

Jacobson Lawrence & Co

  • Mechanicsville, Virginia
  • 9 days ago
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    Skills

    • Accountingunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Federal Laws and Regulationsunmatched
    • Federal Taxunmatched
    • Financeunmatched
    • High Net Worthunmatched
    • Mentoringunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Public Accountingunmatched
    • Research Skillsunmatched
    • Returns Processingunmatched
    • State Laws and Regulationsunmatched
    • State Taxunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Tax Softwareunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Tax Associate

    Position Summary

    We’re looking for a highly motivated Tax Associate to join our Virginia 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 Virginia tax law and multistate tax issues while working alongside experienced CPAs and mentors.

    Key Responsibilities

    • Prepare federal and Virginia state tax returns for individuals, corporations, partnerships, and trusts
    • Assist in the preparation of tax extensions, estimated payments, and tax projections
    • Conduct basic tax research on Virginia and multistate issues using tools like CCH or BNA
    • Support clients during IRS and Virginia Franchise Tax Board (FTB) audits or correspondence
    • Maintain organized and accurate client documentation and workpapers
    • Stay up to date on federal and Virginia tax law changes
    • Collaborate with team members in a fast-paced, deadline-driven environment
    • Utilize tax preparation software (e.g., Proconnect) to process returns

    Qualifications

    Required:

    • Bachelor’s degree in Accounting, Finance, or related field
    • CPA-eligible or actively pursuing CPA licensure in Virginia
    • Understanding of federal and Virginia state tax regulations
    • 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 Virginia tax issues (FTB, CDTFA, or multistate filings)
    • Experience with tax software such as Lacerte


    Numbers & Facts

    LocationMechanicsville, Virginia

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