Tax Manager - Financial Services

Grassi; New York (NY); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

ESOP ownership

Bonus program

Job summary

Grassi in New York, NY seeks a Tax Manager - Financial Services to lead tax teams and manage complex engagements for financial services clients.

The role requires CPA, 5+ years of experience, and strong knowledge of corporate, international, and state/local tax, with opportunities for professional development and a competitive benefits package.

Qualifications

• Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent preferred.
• 5+ years of progressive tax preparation, review and supervisory experience.
• CPA license is required.
• Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH.
• Strong knowledge of corporate, international, federal, state and local tax.

Responsibilities

• Directing Tax Seniors, Semi Seniors, Associates and staff accountants.
• Ensuring assignments are completed within budgeted time.
• Interacting with clients to discuss tax information year-round.
• Developing technical knowledge through training and research.
• Conducting research to address tax issues and risks.

Skills

Tax accounting

US GAAP

Leadership

Communication skills

Team management

Tax software

ProSystems

CCH

Education

Bachelor's degree in Accounting

Master's degree in taxation

CPA license

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.

Job Summary

We are currently seeking a Tax Manager - Financial Servicesto join our team in New York, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

• Directing Tax Seniors, Semi Seniors, and Associates and staff accountants
• Ensuring that assignments are accomplished within the budgeted time
• Interacting with clients to discuss issues with regard to tax information throughout the year
• Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities
• Identifying any risk management issues and proposes potential solutions through various research and collaboration
• Conducting research and drawing conclusions in order to face target issues

Qualifications

• Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent preferred
• 5+ years of progressive tax preparation, review and supervisory experience
• CPA license is required
• Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH
• Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts
• 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
• Bachelor's degree in Accounting required
• CPA license is required
• Ability to work in a team environment, supervise staff and lead projects
• Ability to work additional hours as needed
• Strong communication skills, both verbal and written
• 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, certificates, 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 New York.

New York ranges are from $130,000-$170,000.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

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.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.