Tax Manager - Trust & Estate

Responsibilities

• Researching, complying, planning and administering 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.

Requirements

• CPA or EA licensure preferred.

Qualifications

• Bachelor's degree in Accounting required.
• Minimum of 7+ years of progressive tax preparation, review and supervisory experience.

Source Information

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.