Senior Tax Associate 

This is one of the most important position at Alpha B Group. This position involves high client interfacing, extensive tax knowledge, and interpersonal skills.

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EXPERIENCE

• 4 consistent tax seasons with face to face 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​
• Google docs/sheets

KNOWLEDGE

• Knows how to read W2s, 1099s, and other tax related forms​
• Knows how to read 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 & 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

• Client main point of contact 
• Lead tax preparation
• Sign tax return
• Lead tax planning 
• Training of Jr. Associate 
• ​Advance research

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