In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries.  Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory.

A successful Advisory Senior Associate:

• Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team
• Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team
• Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills
• Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project
• Thinks critically, organizes, analyzes and interprets data efficiently and effectively
• Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration
• Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events

Engagements include:

• Buy-side and Sell-side Due Diligence and Quality of Earnings
• Entity and Asset Valuations
• Transaction Readiness
• Technical Accounting & Financial Reporting Advisory
• Governance, Risk, and Control Advisory, including SOX and Internal Audit
• Technology Advisory, including SOC Reports, Cyber Risk and Automation

Qualifications

• A Bachelor’s degree in Accounting or Finance.
• Pursuing Certified Public Accountant (CPA) designation
• At least two (2) years’ professional experience in external audit, transaction diligence, or internal controls advisory.
• Experience with a Big 4 or other industry-leading CPA firm is an added advantage.
• Travel approximately 10%

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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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.

• 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.

• 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

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.

Position Summary:

Key Skills and Qualities for Success:

• Assisting in the management of sales and use tax audits, including gathering documentation, responding to auditor inquiries, and negotiating settlements.
• Conducting research on complex sales and use tax issues and providing guidance on tax implications to clients.
• Handling the preparation and filing of sales and use tax returns for multiple jurisdictions.
• Monitoring changes in tax legislation and staying informed on current market trends to uphold your reputation as a reliable advisor.
• Understanding clients' business activities and fostering strong relationships to provide personalized advice tailored to their unique needs.

To be considered for the position, you must have:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 2-4 years of experience in sales and use tax, preferably including a senior role.
• In-depth knowledge of state and local sales and use tax regulations.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficient in Excel.
• Proficient in tax research tools.

Preferred, but not required, skills and achievements:

• An achieved or partially achieved CPA or CMI qualification or the ability to sit for the bar, or actively working toward one of the three.
• Proficiency in Alteryx, Power BI, and/or other data manipulation and transformation software.

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.

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:

• Oil & Gas (O&G) federal and state income tax experience commensurate with Tax Manager or above technical skills
• Thorough working knowledge working with and advising on intangible drilling costs (IDC), cost depletion, percentage depletion, separate property elections, plug and abandonment (P&A), and other related matters
• Experience providing technical tax advice related to like-kind exchanges for O&G properties
• Experience working with both partnership and corporate O&G legal entities

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.
• This Tax Manager or Senior Manager role will also provide client facing services to non/O&G clients in various industries

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.

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.

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:

• Bachelor’s / Master’s 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.

* * * * *

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.