Tax Senior - Financial Services

About Grassi

• 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 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.

• Job Summary

• We are currently seeking a Tax Senior - Financial Services to join our team in
• any of the following office locations  New York, NY;  Park Ridge, NJ. This role
• offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to

• Running client engagements from start to finish, which includes planning,

executing, directing, and completing tax projects and managing to budget

• Supervising, training, and mentoring associates and interns on tax projects

and assessing performance of staff for engagement reviews; performing

in-charge role as needed

• Reviewing tax returns done by staff and making recommendations on return

preparation regarding accuracy and tax savings opportunities; gain increasing

responsibility in review process

• Preparing tax returns for more complex individual, trust, partnership,

corporate, and foreign tax clients

• Researching and consulting on various tax matters; utilizing tax-related

software to prepare and process returns and research tax matters

• Responding to inquiries from the IRS and other tax authorities
• Recommending new tax strategies and determining profitability of potential

acquisitions and mergers

• Identifying areas of tax reductions and savings regularly
• Traveling to clients occasionally

Qualifications

• Bachelor’s degree in Accounting required; Master’s degree in accounting,

taxation, or equivalent

• Minimum of 2+ years of progressive tax return preparation and compliance

experience

• CPA license or in process of obtaining CPA license
• Proficient with a computer software packages and platforms including

Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess

• Strong tax accounting skills with proficiency in US GAAP, tax compliance,

corporate consolidated returns, consolidated federal tax returns, partnership

returns, and combined state tax returns

• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Ability to meet or exceed time constraints and goals
• Ability to work in a team environment, supervise staff and lead projects
• Ability to work additional hours as needed
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates

respect for others

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:

Flexibility: Our work-life balance initiatives include generous paid time off,

flexible “Dress for Your Day” dress code, telecommuting options, flex-time

policies, and 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.

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. 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. Through our charitable initiative, Grassi Gives Back, we proudly support

organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long

Island Cares, and many of our nonprofit clients.

Benefits Package: 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, and client and employee referral bonus program.

ESOP Owned: 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. Unlike many other ESOPs, Grassi’s is privately funded,

with no outside investors or private equity firms involved in the plan.

CPA Incentive: 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 and a bonus paid upon passing the CPA

exam.

Learning and Development: We offer Continuing Professional Education (CPE)

opportunities, including both technical and soft skills training. These

opportunities are available through internal courses and external programs led

by well-known industry instructors, all at no cost to our employees.

Wellness Resources: Discounted gym memberships and 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.

Compensation for this role is determined based on a combination of factors,

including but not limited to your relevant experience, skills, certifications,

and geographic location. We strive to offer competitive, equitable pay, that

reflects the value each team member brings to the organization. In addition to

base salary, we offer a comprehensive benefits package that includes

performance-based incentives, wellness and retirement programs, and

opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final

candidate qualifications and local market conditions. Please find compensation

information below for candidates residing in the following market(s):

New York ranges are from $80,000 – $110,000

Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated

entities (“Grassi”) will never ask candidates to pay fees, purchase equipment,

or provide payment information. Legitimate recruiting communications from Grassi

are sent only from an @grassiadvisors.com email address and will not be

conducted via text message, WhatsApp, or other messaging apps. If you are unsure

about a communication, do not respond, please verify it by calling Grassi’s main

phone number listed on our official website.