ALPHA B GROUP
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SENIOR TAX
​ASSOCIATE

APPLY HERE

Senior Tax Associate 

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This role is the brains of the operations.  This position involves a high amount of detail and accountability.  Must have the desire to do things right.  Mainly responsible for preparing accurate tax returns and tax planning calculations.  ​


EXPERIENCE

  • 4 consistent tax seasons with client interaction

LICENSE REQUIREMENTS

  • Active Enrolled Agent license (maintained a minimum of 4 years)
  • Active CA CPA license (maintained a minimum 4 years)

SOFTWARE EXPERIENCE

  • Lacerte tax
  • Intermediate excel (calculations, Vlookup, pivot tables) 
  • Google search

KNOWLEDGE

  • Advance knowledge regarding W2s, 1099s, and other tax related forms
  • Advance knowledge with tax returns - Form 1040, Schedule A, B, C, D, E
  • Knows where complex tax forms belong on the tax return - margin interest, foreign tax credit, backdoor Roth IRA conversion, 199A.
  • Knows details of Schedule C and E including aspects of depreciation, home office, mileage, hiring dependents, etc.  
  • In depth knowledge of company stock options, ESPP, and RSUs
  • In depth 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 
  • Communicate complex tax rules in an easy to understand way - verbally, written, and visually
  • Able to train and improve individuals 

ACCOUNTABILITY

  • Lead tax preparation
  • Lead tax planning
  • Sign tax return
  • Training of Jr. Associate
  • Advance research
  • Manage Jr. Tax Associate
apply now

Come for a visit

5201 Great America Parkway Suite 320 PMB# 224 Santa Clara, CA 95054

Hours of Operation

Monday - Friday // 10am - 6pm
Closed on 4/16 and 10/16 + all major holidays + day before and after Thanksgiving, Christmas, and New Year

Tax Season Hours // February 15th - April 15th

Monday - Friday // 10am - 6pm
Saturday // 10am - 1pm
​
By appointment only

Five stars on YELP!


Let's get social


Telephone 408-730-4000

  • About Us
    • About Us
    • Core Values
    • Team Page
    • Reviews
  • Individual
  • Business
  • Contact
  • We're Hiring
  • Team Page