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

SENIOR TAX
​ASSOCIATE

APPLY HERE

Senior Tax Associate 

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


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
apply now

Come for a visit

5201 Great America Pkwy, Ste 333
​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