SALT Senior Associate

Grassi; Glastonbury (CT); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

ESOP ownership

Bonus program

401(k) plan

Paid time off

Job summary

Grassi is seeking a SALT – Senior Associate to join our growing tax practice across multiple offices including White Plains, NY; Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. Focus on state and local tax matters, nexus studies, and multistate planning with cross-service-line collaboration.

The candidate should have a Bachelor’s (or Master’s) in Accounting, 3+ years of SALT experience, CPA/EA/JD preferred, and strong communication and

Qualifications

• Bachelor’s degree in Accounting and/or Master’s degree in Accounting or related field.
• Minimum of 3+ years of relevant experience.
• CPA, CPA candidate, EA, and/or JD preferred.
• Experience with state income tax, sales and use tax, tax controversy, or multistate tax matters.
• Knowledge of state and local tax compliance, audit defense, tax research, and consulting engagements.
• Excellent interpersonal, organizational, initiative, and leadership skills.
• Strong written and verbal communication skills.

Responsibilities

• Assisting clients with state and local tax matters related to income tax, sales and use tax, and tax controversy engagements.
• Researching and analyzing state and local tax laws, regulations, case law, administrative guidance, and tax authority positions as it relates to our client’s business.
• Preparing nexus studies, apportionment analyses, combined reporting evaluations, and state tax planning projects.
• Assisting with sales and use tax reviews, exposure analyses, voluntary disclosure agreements, and multistate tax consulting engagements.
• Responding to notices and inquiries from federal, state, and local taxing authorities.
• Supporting audit, examination, appeal, and controversy matters by gathering documentation and communicating with taxing authorities.
• Preparing technical memoranda, written recommendations, and client deliverables addressing complex state and local tax issues.
• Monitoring legislative, regulatory, and judicial developments and evaluating their potential impact on client positions.

Skills

Interpersonal skills

Organizational skills

Leadership

Communication skills

Education

Bachelor’s in Accounting

Master’s in Accounting or related field

Tools

Microsoft Office Suite

QuickBooks Online

NetSuite

Shopify

Avalara

Avatax

Job description

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.

Job Summary

We are currently seeking a SALT – Senior Associate to join our team in our White Plains, NY; Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

• Assisting clients with state and local tax matters related to income tax, sales and use tax, and tax controversy engagements
• Researching and analyzing state and local tax laws, regulations, case law, administrative guidance, and tax authority positions as it relates to our client’s business
• Preparing nexus studies, apportionment analyses, combined reporting evaluations, and state tax planning projects
• Assisting with sales and use tax reviews, exposure analyses, voluntary disclosure agreements, and multistate tax consulting engagements
• Responding to notices and inquiries received from federal, state, and local taxing authorities
• Supporting audit, examination, appeal, and controversy matters by gathering documentation, preparing responses, and communicating with taxing authorities
• Preparing technical memoranda, written recommendations, and client deliverables addressing complex state and local tax issues
• Monitoring legislative, regulatory, and judicial developments and evaluating their potential impact on client tax positions and operations
• Collaborating with partners and professionals across service lines to deliver integrated tax solutions and exceptional client service
• Building and maintaining strong client relationships through proactive communication, responsiveness, and high-quality work product

Qualifications

• Bachelor’s degree in Accounting and/or Masters degree in Accounting or related field
• Minimum of 3+ years of relevant experience
• CPA, CPA candidate, EA, and/or JD preferred
• Experience with state income tax, sales and use tax, tax controversy, or multistate tax matters
• Knowledge of state and local tax compliance, audit defense, tax research, and consulting engagements
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and QuickBooks Online, NetSuite, Shopify, Avalara, and Avatax
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more.Some of the ways we accomplish this include:

Flexibility: 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.

Company Culture: 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.

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. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

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 : We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

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.

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.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):

New York ranges are from $80,000 – $110,000

New Jersey ranges are from $80,000 – $110,000

Massachusetts ranges are from $80,000 – $110,000

Connecticut ranges are from $80,000 – $110,000