ALPHA B GROUP
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TAX
DIRECTOR

APPLY HERE

TAX DIRECTOR

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This role is the heart of the company.  It involves leadership, guidance, and constant improvement.

This person is responsible for managing a team and guiding it to growth.  For clients, setting and delivering on                                      promises while looking to constantly improve the client experience/journey.   
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                      Must have the desire to keep improving.  



EXPERIENCE

  • 7 years consistent tax seasons with face to face client interaction
  • ​5 years management of 3+ people

LICENSE REQUIREMENTS

  • Active Enrolled Agent license (maintained a minimum of 8 years)
  • Active CA CPA license (maintained a minimum 8 years)

SOFTWARE EXPERIENCE

  • Lacerte Tax 
  • Intermediate Excel (calculations, Vlookup, pivot tables) 
  • Google: search, Docs, Sheets​
  • ​Karbon

KNOWLEDGE

  • Management
  • Leadership
  • High EQ
  • 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, AMT, AMT credit.
  • 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

  • Leader
  • 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 visual.  
  • Able to train and lead a entire team to success
  • Able to improve individuals 

ACCOUNTABILITY

  • Sales and onboarding perfect clients
  • Responsible for setting and achieving beyond what is promised
  • Handles complex clients (unhappy, complaints)
  • Train  and improve all levels of team members
  • Create clear understanding and visuals
  • Managing overall client relations
  • Managing flow
  • Manage Tax Advisor, Sr. Tax Associate
  • Responsible for Tax Advisor's work
  • Responsible for Sr. Tax Associate's work
  • Responsible for overall team flow
  • Client success and happiness
apply now

We are a 100% virtual business

Mailing Address:
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's Day

All appointments are virtual or by phone

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