Tax Manager - Trust & Estate

Grassi•Jericho, NY

23d•Hybrid

About The Position

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one1 of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. We are currently seeking a Trust & Estate Tax Manager to join our team in either our Jericho, NY or New York, NY office location. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Requirements

Bachelor's degree in Accounting required
Minimum of 7+ years of progressive tax preparation, review and supervisory experience
CPA or EA license required
Excellent interpersonal, organizational, initiative, and leadership skills
Strong written and verbal communication skills
Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
Ability to manage multiple priorities in a deadline-driven environment
Ability to work additional hours as needed
Ability to work in a team environment, supervise staff and lead projects
Maintains a high level of professionalism and consistently demonstrates respect for others

Nice To Haves

Previous experience in public accounting preferred

Responsibilities

Researching, complying, planning and administering the following: fiduciary income tax returns, estate & gift tax returns
Directing tax seniors and staff accountants; ensuring that assignments are accomplished within the budgeted time
Interacting with clients to discuss issues regarding tax information throughout the year
Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities

Benefits

Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level
Medical, Dental, and Vision Insurance
Employer contribution to life insurance
401(k) plan
ESOP (Employee Stock Ownership Plan)
Client and employee referral bonus program
Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees
Paid study time during work hours for CPA
Additional paid time off to take your scheduled CPA exam
Bonus paid upon passing the CPA exam
Continuing Professional Education (CPE) opportunities, including both technical and soft skills training
Internal courses and external programs led by well-known industry instructors
Discounted gym memberships
Various wellness initiatives and programs such as the CALM app
Generous paid time off
Flexible “Dress for Your Day” dress code
Telecommuting options
Flex-time policies
Summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO