Tax Senior Associate - Nonprofit

Calvetti Ferguson - Experienced Professionals • San Antonio, TX

1d

About The Position

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
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.

Requirements

• Bachelor’s / Master’s degree in accounting
• CPA eligible
• Active CPA license preferred
• Actively pursuing CPA license is required
• 2-4 years of experience, in federal tax compliance, planning and consulting at a public accounting firm with a focus on tax-exempt and non-profit entities, including Forms 990, 990-EZ, 990-PF, and 990-T
• 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

Responsibilities

• 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, and escalate questions/concerns to the engagement manager or partner.
• Coordinate with our Global Resource Team
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level