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- Tasks: Manage Trust & Estate tax returns and lead a team of tax professionals.
- Company: Join Grassi, a top-ranked accounting firm known for its inclusive culture.
- Benefits: Enjoy competitive pay, flexible hours, CPA exam support, and wellness programs.
- Why this job: Make a real impact in a dynamic environment while advancing your career.
- Qualifications: 7+ years in tax with leadership experience; CPA or EA required.
- Other info: Participate in community initiatives and enjoy a supportive workplace culture.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Location: Firm Wide
Job Id: 8917
# of Openings: 1
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.
- 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 a Trust & Estate Tax Manager/Senior Manager firm wide in our NY, NJ, MA and FL offices. Responsibilities include and are not limited to the following:
- Research, comply, plan and administrate 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 regarding 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 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 PrimeGlobal.
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 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.
Tax Manager/Senior Manager - Trust & Estate employer: Grassi
Contact Detail:
Grassi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager/Senior Manager - Trust & Estate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up local meetups. The more you engage, the better your chances of landing that Tax Manager gig!
✨Tip Number 2
Show off your skills! Prepare a portfolio or a presentation that highlights your achievements and expertise in tax management. When you get the chance to chat with potential employers, let them see what you can bring to the table.
✨Tip Number 3
Don’t just apply – follow up! After submitting your application through our website, drop a quick email to express your enthusiasm for the role. It shows initiative and keeps you on their radar.
✨Tip Number 4
Prepare for interviews by researching the firm’s culture and values. Grassi values inclusivity and teamwork, so be ready to discuss how you align with these principles and how you can contribute to their positive environment.
We think you need these skills to ace Tax Manager/Senior Manager - Trust & Estate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager/Senior Manager role. Highlight your relevant experience in tax preparation and supervisory roles, and don’t forget to mention your CPA or EA license!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working at Grassi and how your skills align with our values and the responsibilities of the role.
Showcase Your Communication Skills: Since strong communication skills are key for this position, make sure your written application reflects clarity and professionalism. This is your first impression, so let your personality come through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining the Grassi team!
How to prepare for a job interview at Grassi
✨Know Your Tax Stuff
Make sure you brush up on the latest tax laws and regulations, especially those related to trusts and estates. Being able to discuss recent changes or trends in the industry will show that you're not just knowledgeable but also passionate about your field.
✨Showcase Your Leadership Skills
As a Tax Manager/Senior Manager, you'll be leading teams. Prepare examples of how you've successfully managed staff and projects in the past. Think about specific challenges you faced and how you overcame them—this will demonstrate your ability to lead effectively.
✨Engage with the Firm's Culture
Familiarise yourself with Grassi's culture and values. Be ready to discuss how you align with their commitment to inclusivity, diversity, and community involvement. Mention any relevant experiences that reflect these values, as it shows you're a good fit for their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about their training programs, career progression opportunities, or how they support work-life balance. It shows you're genuinely interested in the role and the firm.
