Calvetti Ferguson
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Tax Manager/Senior Manager
role at
Calvetti Ferguson .
The 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. They deliver exceptional client service, develop and maintain strong client relationships, assist with practice development, attract and serve new clients, expand services to existing clients, and help recruit and retain team members. They understand and manage firm risk on tax services performed, review complex tax returns, grow technical knowledge, and deliver value‑added tax planning ideas.
Areas of Expertise
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.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Accounting/Auditing
Industries
Accounting
Location San Antonio, Texas Metropolitan Area
#J-18808-Ljbffr
Tax Manager/Senior Manager
role at
Calvetti Ferguson .
The 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. They deliver exceptional client service, develop and maintain strong client relationships, assist with practice development, attract and serve new clients, expand services to existing clients, and help recruit and retain team members. They understand and manage firm risk on tax services performed, review complex tax returns, grow technical knowledge, and deliver value‑added tax planning ideas.
Areas of Expertise
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.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Accounting/Auditing
Industries
Accounting
Location San Antonio, Texas Metropolitan Area
#J-18808-Ljbffr