Senior Tax Associate - Houston, United States - Calvetti Ferguson

Description

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:

• Bachelors / Masters 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.