Tax Manager - Trust & Estate

US Tax Jobs; Jericho (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Grassi in Jericho, NY seeks a Manager in Private Client Tax to lead tax engagements for high-net-worth clients and supervise tax seniors and staff accountants.

You will oversee planning, compliance, and client communication, while developing technical knowledge through meetings, trainings, and industry events to ensure timely, accurate deliverables within budget.

Qualifications

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

Responsibilities

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

Skills

Interpersonal skills

Organizational skills

Initiative

Leadership

Education

Bachelor's degree in Accounting

Job description

About The Role

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.

Responsibilities

• include, but are not limited to:


• 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

Requirements

• in public accounting


• preferred


• CPA or


• EA license


• required Excellent interpersonal, organizational, initiative, and leadership

Qualifications

• Bachelor's degree in Accounting required Minimum of 7+ years of progressive tax preparation, review and supervisory experience


• previous

Source information

• Source company: Grassi


• Source location: Jericho, NY; New York, NY


• Category: Private Client Tax


• Seniority: Manager


• Sourced 3 Jun 2026


• Last checked 20 Aug 2026