Tax Senior Associate

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.

The Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thrive in an environment that is focused on growth and that offers significant opportunity for leadership development and career advancement.

As a Tax Senior Associate, you will be responsible for the following:

• Working closely with engagement managers and partners, you will be the primary lead on tax engagements, including scheduling, staffing, and completing returns; providing the first level of technical review; performing research on various technical matters and managing both internal and client deadline expectations.


• Develop and maintain client relationships and act as the primary client contact to proactively gather tax information, ensure that client emails / questions are responded to in a timely manner, identify tax planning opportunities, and escalate questions/concerns  to the engagement manager or partner.


• Ensure that quarterly estimates and year end projections are prepared and reviewed.


• Respond to IRS and state tax notices.


• Supervise, train and mentor Tax Associates and Interns, including acting as a Project Manager to ensure that they can adequately prioritize and complete their assigned work.

Requirements:

• Bachelor’s / Master’s degree in accounting


• CPA eligible


• Active CPA license preferred


• Actively pursuing CPA license is required


• 2-3 years or more of experience, preferably in public accounting


• Proficient in partnership, S corporation, C corporation, and / or individual taxation


• Solid oral and written communication skills


• Experience with Microsoft Office software suite


• Excellent ability to perform technical tax research, summarize, and communicate findings


• Excellent skills in coaching and developing tax associates and interns


• Desire to give back to your community

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

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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.