Tax Manager - Trust & Estate

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.

Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. 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. 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.

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.

• 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

• 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, Pro Systems 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

Our work-life balance initiatives include 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, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues.

Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

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.

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.…