Trust & Estate Tax Manager

Grassi; New York (NY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Bonus program

Medical, Dental, and Vision Insurance

Life insurance contribution

401(k) plan

ESOP

Referral bonus program

Job summary

Grassi is seeking a Trust & Estate Tax Manager to join our team in Jericho, NY or New York, NY. You will lead tax return preparation and supervision of staff while engaging clients on fiduciary matters.

The role requires a CPA or EA license, strong communication, and the ability to manage multiple priorities in a deadline-driven environment within a collaborative team setting.

Qualifications

• Bachelor's degree in Accounting required.
• 7+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred.
• CPA or EA license required.
• Excellent interpersonal, organizational, initiative, and leadership skills.
• Strong written and verbal communication skills.
• Proficient with computer software including Microsoft Office, Tax software, ProSystems Engagement and CCH Axcess.
• Ability to manage multiple priorities in a deadline-driven environment.
• Ability to work additional hours as needed.
• Ability to work in a team environment, supervise staff and lead projects.

Responsibilities

• Researching, complying, planning and administering fiduciary income tax returns, estate & gift tax returns.
• Directing tax seniors and staff accountants; ensuring 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.

Skills

Interpersonal skills

Organizational skills

Leadership

Written communication

Verbal communication

Time management

Team leadership

Professionalism

Education

Bachelor's degree in Accounting

CPA or EA license

Tools

ProSystems Engagement

CCH Axcess

Microsoft Office

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 Trust & Estate Tax Manager to join our team in either our Jericho, NY or New York, NY office location.

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

Qualifications

• Bachelor's degree in Accounting required
• Minimum of 7+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred
• CPA or EA license required
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
• Ability to manage multiple priorities in a deadline-driven environment
• Ability to work additional hours as needed
• Ability to work in a team environment, supervise staff and lead projects
• 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 $110,000 - $160,000

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.