Senior Tax Associate 

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.  ​

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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

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