Tax Senior Associate

5 days ago

Houston, Texas, United States Calvetti Ferguson Full time

Job Summary

The Tax Senior Associate plays a pivotal role on the engagement team, serving both internal and client-facing functions. Calvetti Ferguson fosters a culture of excellence, emphasizing collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thrive in an environment focused on growth, offering significant opportunities for leadership development and career advancement.

Key Responsibilities

Work closely with engagement managers and partners to lead tax engagements, including scheduling, staffing, and completing returns; provide the first level of technical review; perform research on various technical matters; and manage internal and client deadline expectations.
Develop and maintain client relationships, acting as the primary client contact to proactively gather tax information, ensure timely responses to client emails and questions, identify tax planning opportunities, and escalate questions or concerns to the engagement manager or partner.
Ensure 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 they can adequately prioritize and complete their assigned work.

Requirements

Bachelor's or Master's degree in accounting.
CPA eligible.
Active CPA license preferred.
Actively pursuing CPA license 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 the community.

Tax Senior Associate