Tax Manager

Grassi; Town of Islip (NY); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

ESOP

CPA support & training

Professional development

Job summary

Grassi is seeking a Tax Manager to sit in our Ronkonkoma, NY office. You will lead tax engagements from planning to completion, oversee staff, and maintain up-to-date tax knowledge while ensuring timely delivery and client satisfaction.

The role requires a strong background in corporate, federal and state taxes, with CS/GAAP familiarity, and a proactive approach to tax planning. The firm emphasizes ESOP ownership, development, and collaboration across sectors.

Qualifications

• Bachelor's degree in Accounting or equivalent is required.
• 6+ years' of progressive tax preparation experience.
• Advanced knowledge in corporate, federal and state and local tax; experience with C Corps, partnerships and individuals.
• Strong tax accounting skills with proficiency in US GAAP, tax compliance, and related returns.
• Ability to manage staff on multiple engagements and possess leadership skills.
• Strong communication skills, both verbal and written.

Responsibilities

• Manage client engagements from start to finish, including planning, executing, directing, and completing tax projects within budget.
• Supervise, train, and mentor staff on tax projects and oversee engagement reviews.
• Maintain knowledge of accounting rules and apply technical knowledge practically.
• Ensure assignments are completed within budgeted time.
• Interact with clients to discuss tax information throughout the year.
• Contribute to tax planning projects and client conversations with senior management.

Skills

Tax expertise

Leadership

Client management

Communication

Attention to detail

Education

Bachelor's degree in Accounting

Tools

Microsoft Office Suite

ProSystems

CCH

Job description

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.

Responsibilities

We're hiring for a Tax Manager to sit in our Ronkonkoma, NY office. Responsibilities include and are not limited to the following:

• Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
• Supervise, train, and mentor staff on tax projects and assessing performance of staff for engagement reviews; perform in-charge role as needed
• Maintain extensive knowledge of accounting rules and regulations and applies technical knowledge in a practical business manner
• Ensure that assignments are accomplished within the budgeted time
• Interact with clients to discuss issues with regard to tax information throughout the year
• Develop technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities
• Demonstrate genuine interest in and commitment to our client's success
• Primary point of contact for clients and regularly interfaces with client's senior management
• Recognize complex technical issues, uses strategic decision-making skills and reaches appropriate conclusions
• Be a present and active participant in tax planning projects

Qualifications

• Bachelor's degree in Accounting or equivalent is required
• 6+ years' of progressive tax preparation
• Must have advanced knowledge in corporate, federal and state and local tax, as well as have a solid background in C Corps, partnerships and individuals
• 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
• Ability to manage staff on multiple engagements, and possess strong leadership skills
• Possesses a strong understanding of client's industry, business, needs and expectations and discusses with clients areas for improvement in business operations
• Strong communication skills, both verbal and written
• Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems and CCH

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.

Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.