Tax Senior - Greater Philadelphia

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. 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.

About the role

We are currently seeking a Tax Senior to join our team in our Wayne, PA office. Our new office is anticipated to officially open in September 2026. This is a hybrid position with an expectation of three days per week onsite. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities

• Run client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
• Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews; perform in-charge role as needed
• Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
• Prepare tax returns for more complex individual, trust, partnership, corporate, and foreign tax clients
• Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
• Respond to inquiries from the IRS and other tax authorities
• Recommend new tax strategies and determine profitability of potential acquisitions and mergers
• Identify areas of tax reductions and savings regularly
• Travel to clients occasionally

Requirements

• 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
• Industry agnostic experience considered; Construction, manufacturing & distribution, real estate, financial services and/or private client services industry experience desired
• Proficient with 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
• Maintain a high level of professionalism and consistently demonstrate respect for others

Benefits

• 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 (Employee Stock Ownership Plan)
• Client and employee referral bonus program
• Generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours
• Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO
• Financial assistance toward the achievement of the CPA certification, including:
  • Cost of CPA study materials
  • CPA exam registration and sitting fees for all 4 parts (up to 2x per part)
  • CPA application and licensing fees
  • Paid study time during work hours
  • Additional paid time off to take scheduled exams
  • Bonus paid upon passing the CPA exam
• Continuing Professional Education (CPE) opportunities, including both technical and soft skills training, available through internal courses and external programs at no cost to employees
• Discounted gym memberships and wellness initiatives, including access to the CALM app for stress reduction, anxiety management, focus improvement, and better sleep

Grassi is dedicated to creating an inclusive, diverse, and equitable environment. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year. Through our charitable initiative, Grassi Gives Back, we support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.