Calvetti Ferguson
About the Firm
Calvetti Ferguson is a leading CPA and advisory firm dedicated to empowering businesses and individuals to achieve their financial goals. We foster a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
Job Overview The Tax Manager/Senior Manager is responsible for all phases of client engagements, including primary client relationship maintenance, proactive tax compliance management, tax advisory services, and developing and coaching professional staff. The role delivers exceptional client service, maintains strong client relationships, assists in the firm’s practice development, expands services to existing clients, and helps recruit and retain additional team members. Candidates must understand and manage firm risk on tax services, review complex tax returns, grow technical knowledge, and provide value-added planning ideas.
Required Expertise
High net worth individuals – personal tax returns, trust returns, gift & estate planning
Privately held businesses – partnerships, S Corporations, C Corporations
Private equity backed portfolio companies
Requirements
Minimum of 5 years of relevant tax experience, including technical consulting, research, and implementation of planning strategies.
Minimum of 2 years 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.
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Job Overview The Tax Manager/Senior Manager is responsible for all phases of client engagements, including primary client relationship maintenance, proactive tax compliance management, tax advisory services, and developing and coaching professional staff. The role delivers exceptional client service, maintains strong client relationships, assists in the firm’s practice development, expands services to existing clients, and helps recruit and retain additional team members. Candidates must understand and manage firm risk on tax services, review complex tax returns, grow technical knowledge, and provide value-added planning ideas.
Required Expertise
High net worth individuals – personal tax returns, trust returns, gift & estate planning
Privately held businesses – partnerships, S Corporations, C Corporations
Private equity backed portfolio companies
Requirements
Minimum of 5 years of relevant tax experience, including technical consulting, research, and implementation of planning strategies.
Minimum of 2 years 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.
#J-18808-Ljbffr