Tax Associate

Tax Associate
Job Description
Position Summary
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.
Key Responsibilities
Prepare federal and Texas 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 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
Qualifications
Required:
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

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.