Fiduciary Accounting Manager

Grassi; Jericho (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base compensation

Performance-based incentives

Health coverage

401(k) plan

ESOP

Job summary

Grassi is seeking a Trust & Estate Tax Manager to join their team in Jericho, NY. This role involves overseeing tax services, managing staff, and developing technical knowledge in a supportive environment.

The ideal candidate will have at least 7 years of experience in tax preparation, excellent communication skills, and a background in public accounting. The position offers competitive compensation and benefits.

Qualifications

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

Responsibilities

• Researching, complying, planning and administering fiduciary income tax returns.
• Directing tax seniors and staff accountants.
• Interacting with clients to discuss tax issues throughout the year.

Skills

Tax Preparation

Interpersonal Skills

Organizational Skills

Leadership Skills

Communication Skills

Microsoft Office Suite

Tax Software

Project Management

Education

Bachelor's degree in Accounting

CPA or EA license

Tools

ProSystems Engagement

CCH Axcess

Job description

Job Summary

We are currently seeking a Trust & Estate Tax Manager to join our team in our Jericho, NY office location. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities

• Researching, complying, planning and administering fiduciary income tax returns, estate & gift tax returns
• Directing tax seniors and staff accountants; ensuring assignments are completed within the budgeted time
• Interacting with clients to discuss tax issues throughout the year
• Developing technical knowledge through participation in organization meetings, training programs, attending industry events and research activities

Qualifications

• 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 computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems 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

EEO Statement

As set forth in Grassi’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Benefits

• Competitive base compensation, performance-based incentives, health coverage, 401(k) plan, ESOP