Tax Training & Operations Manager

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 one 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 nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, Grassi is strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing its independence and empowering its 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. Grassi is currently seeking a Tax Training & Operations Manager to join its team in either the Jericho, NY or NYC 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 5 years of relevant experience in tax operations, training, or process integration within a public accounting or professional services environment; a combination of tax accounting experience and training or operations experience will also be considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and CCH (experience with CCH Axcess required, workflow experience not required but preferred)
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others
• Willingness to travel throughout the U.S. and internationally to support M&A integration efforts as required

Nice To Haves

• in-depth workflow knowledge beneficial but not required (related to CCH)
• workflow experience not required but preferred (related to CCH Axcess)

Responsibilities

• Leading training initiatives for Tax onboarding, including entry-level interns, experienced hires, and offshore teams
• Collaborating closely with firm leadership, tax leadership, and Tax Administration Manager to drive and implement process improvement initiatives across the department
• Leading training initiatives for the tax intern programs, entry-level associate training, and experienced new hire onboarding sessions conducted multiple times per month
• Evaluating and implementing tax technology solutions to improve accuracy, compliance, and operational efficiency
• Supporting integration efforts related to Mergers & Acquisitions (M&A), focusing on operational and systems alignment
• Collaborating with IT on Tax Technology projects to drive process improvements and system enhancements
• Serving as a key contributor in the Learning & Development department & the Tax department, managing training content and process implementation for all roles and levels
• Training experienced hires on internal tax systems and firm-specific operational processes
• Leveraging strong knowledge of CCH to guide training efforts (in-depth workflow knowledge beneficial but not required)
• Working independently and collaboratively within a team environment
• Seeking opportunities proactively to contribute to training, recruiting, and retention efforts, supporting firm-wide and departmental goals
• Preparing clear, concise, and professional deliverables
• Maintaining strong relationships and communicating effectively with firm leadership and internal stakeholders
• Ensuring compliance with applicable professional standards and firm policies
• Meeting project deadlines and managing time efficiently across multiple initiatives

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
• 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
• Additional paid time off to take your scheduled exam
• A 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, all at no cost to our employees
• Discounted gym memberships
• Various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep
• 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

What This Job Offers

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