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Tax Manager

4 months ago

Doral, United States Grassi Full time

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:

  • Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level
  • Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
  • Dress for Your Day dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
  • Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
  • CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
  • Discounted gym memberships, wellness programs and a competitive benefits package

Were hiring for a Tax Manager/Senior Manager Private Client Services (PCS) for our South Florida office. The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns.

Responsibilities include and are not limited to the following:

  • Review and prepare complex fiduciary and income tax returns.
  • Provide tax planning and consulting to high-net-worth clients for estate and individual income taxes.
  • Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
  • Take responsibility for accurate time and billing for self and team.
  • Responsible for training, supervising and ongoing development of associates and seniors.
  • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
  • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
  • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
  • Hold self and direct reports responsible for achieving developmental goals
  • Mentor and coach junior team members.
  • Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Minimum Qualifications

  • Bachelors degree in Accounting required
  • 7+ years of relevant work and industry experience within Private Client Services/Family Office tax
  • Prior experience managing engagements and clients
  • Formal mentoring relationships with all levels of staff
  • Ability to work independently, but also work well with others

Preferred Qualifications

  • CPA License or EA required
  • Masters degree in Accounting or Taxation
  • 3+ years supervisory experience
  • Software Experience CCH ProSystem and CCH Axcess

About Our Firm

As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.

Grassi's Company Culture

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our companys high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Womens Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassis own nonprofit clients.