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Tax Manager/Senior Manager - Trust & Estate

GRASSI

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:
• Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level
• Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
• “Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
• Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
• CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
• Discounted gym memberships, wellness programs and a competitive benefits package

The Opportunity

We’re hiring for Tax Managers/Senior Managers firm wide in our NY, NJ, MA and FL offices. Responsibilities include and are not limited to the following:
• Research, comply, plan and administrate the following :fiduciary income tax returns, estate & gift tax returns
• Direct tax seniors and staff accountants; ensure that assignments are accomplished within the budgeted time
• Interact with clients to discuss issues with regard to tax information throughout the year
• Develop technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities

Minimum Qualifications
• 7+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred
• Ability to manage staff on multiple engagements
• Bachelor's degree in Accounting required
• CPA or EA license required.
• Ability to work in a team environment, supervise staff and lead projects.
• Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess.
• Ability to work additional hours as needed.
• Strong communication skills, both verbal and written.

About Our Firm

As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.

Grassi's Company Culture

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi’s own nonprofit clients.

Location: United States

Posted: Oct. 16, 2024, 6:44 a.m.

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