Tax Senior - Financial Services

About the role

Grassi is a nationally ranked accounting firm serving businesses and individuals in various sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. The firm is known for its strong work-life balance, culture, and wellness programs. In 2023, Grassi became an employee-owned company through an ESOP, ensuring equity for all employees.

Responsibilities

• Running client engagements from start to finish, including 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; gaining 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
• 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?

• Flexibility: Generous paid time off, flexible dress code, telecommuting options, flex-time policies, and summer hours, enhanced by a 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, 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 employees through the ESOP, privately funded without outside investors or private equity firms
• CPA Incentive: Financial assistance toward CPA certification, including study materials, exam registration, sitting fees, and application and licensing fees; paid study time during work hours, additional paid time off to take exams, and bonus upon passing
• Learning and Development: CPE opportunities through internal courses and external programs led by industry instructors, all at no cost to employees
• Wellness Resources: Discounted gym memberships and wellness initiatives such as the CALM app for stress reduction and improved sleep

Pay

The salary range for this role is from $80,000 – $110,000, depending on qualifications and local market conditions. Grassi strives 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.

Application

To apply for this position, please follow the instructions provided in the application link.