What are the responsibilities and job description for the Tax Manager/Senior Manager position at Calvetti Ferguson - Experienced Professionals?
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. The Tax Manager/Senior Manager is expected to 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. Candidates need to understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added tax planning ideas to clients.
Seeking Candidates with expertise in the areas listed below:
-
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.
* * * * *
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.