Junior Tax Associate 

This is an important role in providing support for overall success. This position involves directly helping Sr. Tax Associate and Tax Director to ensure smooth processes and completing tasks.

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EXPERIENCE

• 2 consistent tax seasons

LICENSE REQUIREMENTS

• Active Enrolled Agent license 
• Active CA CPA license 
• Active CTEC license
  

SOFTWARE EXPERIENCE

• Lacerte Tax 
• Microsoft Excel  
• Google search
  
• Google docs/sheets

KNOWLEDGE

• Knows where specific tax forms belong on the tax return - mortgage interest, 1099-DIV.
  
• Able to have general tax discussions (what is deductible on Schedule A)
  
• Basic knowledge of business entities - C-corp, S-corp, LLC, Partnerships

INTERPERSONAL SKILLS

• Likable​
• Team player
• Efficient
• Dedicated to work and helping people
• Can communicate openly and honestly
• Wants growth, progress, and improvement in self​

ACCOUNTABILITY

• Assist with tax preparation - inputting, reviewing documents
  
• Assist with tax planning 
  
• Accuracy check for Sr. Associate 
  
• Training assistant 
  
• Inputting
  
• File organization
• Email follow ups to clients
  
• Research
  

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