Tax Senior

About Grassi

Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi provides advisory, tax, and accounting services across various sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Grassi is also recognized as a top accounting firm to work for, known for its strong work-life balance, culture, and wellness programs.

Job Summary

We are currently seeking a Tax Senior to join our team in any of the following office locations: Birmingham, AL. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities

• 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 preferred
• 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
• Able to meet or exceed time constraints and goals
• Able to work in a team environment, supervise staff and lead projects
• Able to work additional hours as needed
• Able to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

• Consistently ranked by Vault.com and The Best Places to Work Group for commitment to compensation, paid time off, work-life balance, culture, and more
• 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: Dedicated to creating a positive, productive, and inclusive environment through events, DEI Council, and Grassi Women’s Council
• Charitable Initiative: Supports organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and 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
• 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: Offers Continuing Professional Education (CPE) opportunities, including both technical and soft skills training
• 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

Pay

The 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.