Tax Manager - Trust & Estate

About the role

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.

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

Qualifications

• Bachelor's degree in Accounting required
• Minimum of 7+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred
• 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

Why Grassi?

• Flexibility: 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
• Company Culture: Positive, productive, inclusive environment with DEI Council and Grassi Women’s Council events, charitable initiative Grassi Gives Back, and support for nonprofits
• Benefits Package: Competitive base compensation with raises and bonuses, medical, dental, and vision insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program
• ESOP Owned: Equity for all Grassi U.S. employees, including the firm’s stock, making them integral to the company’s future
• CPA Incentive: Financial assistance toward the achievement of the CPA certification, including study materials, exam registration, and sitting fees, paid study time, additional paid time off, and bonus upon passing the CPA exam
• Learning and Development: CPE opportunities, both technical and soft skills training, available through internal courses and external programs led by industry instructors
• Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app

Pay

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 $110,000 - $160,000

Schedule

Not specified

Benefits

Not specified

Skills

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Benefits

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