Tax Preparer
Company: Jacobson Lawrence & Co Inc.
Location: Mechanicsville
Posted on: February 17, 2026
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Job Description:
Job Description Job Description Job Description We are seeking a
detail-oriented and experienced Tax Preparer to join our team. In
this role, you will be responsible for advising clients on tax
matters, analyzing financial information, preparing and filing
accurate tax returns, and ensuring compliance with all federal,
state, and local tax regulations. You will also assist clients with
strategic tax planning and deliver exceptional service that
encourages repeat business and client growth. Key Responsibilities:
Conduct initial consultations and gather necessary client
documentation Advise clients on the tax preparation process,
deductions, credits, and liabilities Prepare and file accurate
individual and business tax returns in a timely manner Analyze
financial and tax data to optimize client outcomes Audit all forms
and ensure completeness, accuracy, and compliance with current tax
laws Respond to inquiries and correspondence from clients and tax
authorities Provide proactive tax planning strategies for future
years Maintain confidentiality and security of sensitive financial
information Build long-term client relationships and support
business development through excellent service Sign tax returns on
behalf of clients when authorized Qualifications & Requirements
Bachelor’s degree in Accounting, Finance, or related field Active
PTIN and completion of the Registered Tax Return Preparer Test (or
equivalent certification) Minimum of 5 years of professional tax
preparation experience In-depth knowledge of federal, state, and
local tax regulations Proficient in tax preparation software and
Microsoft Office Suite Strong analytical, organizational, and
communication skills (oral and written) Commitment to maintaining
client confidentiality and integrity CPA or Enrolled Agent (EA)
designation is a plus
Keywords: Jacobson Lawrence & Co Inc., Norfolk , Tax Preparer, Accounting, Auditing , Mechanicsville, Virginia
