Tax Associate
Jacobson Lawrence & Company · Greenville, TX · 6 mo ago
On-siteAccountingFull-time
Tax Associate
We’re looking for a highly motivated Tax Associate to join our Texas 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 Texas tax law and multistate tax issues while working alongside experienced CPAs and mentors.
Responsibilities
- Prepare federal and Texas state tax returns for individuals, corporations, partnerships, and trusts
- Auxiliary in the preparation of tax extensions, estimated payments, and tax projections
- Conduct basic tax research on Texas and multistate issues using tools like CCH or BNA
- Support clients during IRS and Texas Franchise Tax Board (FTB) audits or correspondence
- Maintain organized and accurate client documentation and workpapers
- Stay up to date on federal and Texas tax law changes
- Collaborate with team members in a fast-paced, deadline-driven environment
- Utilize tax preparation software (e.g., Lacerte) to process returns
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- CPA-eligible or actively pursuing CPA licensure in Texas
- Understanding of federal and Texas 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 Texas tax issues (FTB, CDTFA, or multistate filings)
- Experience with tax software such as Lacerte
Location
Tax
Greenville, TX