Tax Senior - Lead Client Engagements (Hybrid)

Grassi; North Carolina; Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

ESOP

Bonus opportunity

Paid time off

Job summary

Grassi is seeking a Tax Senior to join our Wayne, PA team in a hybrid role with three days onsite per week. You will lead client engagements from planning through completion, supervise staff, and contribute to tax planning and compliance for a diverse client base.

The position offers growth opportunities and a path toward CPA certification. This role requires a bachelor’s degree in accounting, 2+ years of tax experience, and CPA status or active pursuit.

Qualifications

• Bachelor’s degree in Accounting is required.
• Master’s degree in accounting, taxation, or equivalent is preferred.
• CPA license or active CPA pursuit is required/encouraged.

Responsibilities

• Run client engagements from start to finish, including planning and budgeting.
• Supervise, train, and mentor associates and interns on tax projects.
• Review tax returns for accuracy and opportunities for tax savings.
• Prepare tax returns for complex individuals, trusts, partnerships, and corporations.
• Research and consult on tax matters and respond to IRS inquiries.
• Identify tax reduction opportunities and assess mergers or acquisitions.

Skills

Tax return preparation

Tax compliance

US GAAP

Leadership

Time management

Education

Bachelor’s degree in Accounting

Master’s degree in accounting, taxation, or equivalent

CPA license or in process of obtaining CPA license

Tools

ProSystems Engagement

CCH Axcess

Job description

Grassi is seeking a Tax Senior to join our Wayne, PA team in a hybrid role with three days onsite per week. You will lead client engagements from planning through completion, supervise staff, and contribute to tax planning and compliance for a diverse client base.

The position offers growth opportunities and a path toward CPA certification. This role requires a bachelor’s degree in accounting, 2+ years of tax experience, and CPA status or active pursuit.