🚀 Tax Manager/Senior Manager

Overview

Join to apply for the Tax Manager/Senior Manager role at Calvetti Ferguson .

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

Responsibilities

• Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff.
• Deliver exceptional client service, develop and maintain strong client relationships, participate in the firm’s practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members.
• Understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow technical knowledge, and deliver value-added tax planning ideas to clients.

Expertise areas

• High net worth individuals, their personal tax returns, trust returns, and gift & estate planning
• Privately held businesses, including partnerships, S Corporations, and/or C Corporations
• Private equity backed portfolio companies

Requirements

• Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies.
• Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product.
• Bachelor’s or Master’s degree in accounting.
• Active CPA license.
• Strong project management, organizational, and time management skills.
• Excellent verbal and written communication skills.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.