Tax Senior

2 days ago


Needham MA USA, United States Grassi Full time
Job Title: Tax Senior

Grassi Advisory Group Inc. is seeking a highly skilled Tax Senior to join its team in Needham, MA. As a Tax Senior, you will be responsible for managing client engagements from start to finish, including planning, executing, directing, and completing tax projects. You will also review tax returns prepared by staff and provide recommendations on return preparation regarding accuracy and tax savings opportunities.

Key Responsibilities:

• Prepare tax returns for complex individual, trust, partnership, corporate, and foreign tax clients.
• Research and consult on various tax matters, utilizing tax-related software to prepare and process returns and research tax matters.
• Respond to inquiries from the IRS and other tax authorities, offering recommendations on new tax strategies and determining profitability of potential acquisitions and mergers.
• Identify areas of tax reductions and savings, training and mentoring associates and interns on tax projects and assessing performance of staff for engagement reviews.

Requirements:

• Bachelor's Degree in Accounting, Finance, Business Administration, or related field.
• 2 years of experience in the position offered, as a Tax Associate or related role.
• Must have experience preparing individual, partnership, S-Corporation, C-Corporation, trust income, and gift tax returns, including U.S. Federal tax forms 1040, 1065, 1120-S, 1120, 1041, and 709.
• Must have experience planning and managing budgets for tax projects, assisting high-net-worth clients with taxation issues and strategy, and conducting tax research on applicable tax laws, regulations, and requirements in various federal and state tax jurisdictions.

What We Offer:

• Remote work permitted up to 2 days per week from within the Boston metro area.
• Eligible for incentives pursuant to the Grassi Advisory Group Inc. Employee Referral Program.
• Direct applicants only.

Equal Employment Opportunity:

Grassi Advisory Group Inc. is an equal opportunity employer.
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