jacobson-lawrence-company •

Tax Senior

Bellevue, WA, United States 3+ yrs

Tax Senior

Job Description

Position Summary

We are seeking an experienced and motivated Tax Senior to join our Washington tax team. In this role, you will take a lead position in preparing and reviewing tax returns, handling more complex tax matters, and supporting tax planning initiatives for a diverse client base, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Senior will work closely with managers and partners while mentoring junior staff and serving as a key resource on California and multistate tax issues.

Key Responsibilities

  • Prepare and review federal and Washington state tax returns for individuals, corporations, partnerships, and Trusts/Gifts
  • Lead preparation of tax extensions, estimated payments, and tax projections
  • Research and analyze complex Washington and multistate tax issues using tools such as CCH or BNA, and communicate findings clearly
  • Assist with tax planning strategies and compliance initiatives for clients
  • Serve as a primary point of contact for clients on routine tax matters
  • Support and help manage IRS and Washington Franchise Tax Board (FTB) audits and correspondence
  • Review workpapers prepared by Tax Associates and provide guidance, feedback, and mentorship
  • Ensure accurate, well-organized documentation and compliance with firm standards
  • Stay current on federal and Washington tax law changes and communicate impacts to the team
  • Utilize tax preparation software (e.g., ProConnect) efficiently to process and review returns
  • Collaborate effectively in a fast-paced, deadline-driven environment

Qualifications

Required:

  • Bachelor’s degree in Accounting, Finance, or related field
  • CPA license or actively pursuing CPA licensure in Washington
  • 3–5 years of tax experience, preferably in public accounting
  • Strong understanding of federal and Washington state tax regulations
  • Experience preparing and reviewing multiple entity types
  • Excellent attention to detail, organizational, and time management skills
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Suite, particularly Excel

Preferred:

  • Advanced knowledge of Washington tax issues, including FTB and multistate filings
  • Experience mentoring or supervising junior staff
  • Familiarity with complex tax compliance and planning engagements
  • Experience using Lacerte and tax research platforms such as CCH or BNA

Salary Range

$80,168.40 – $110,000 annually, depending on experience and qualifications

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