Tax Supervisor

Tax Supervisor

Birmingham, AL

We are currently seeking a Tax Supervisor to join our team in Birmingham, AL. This role offers an exciting opportunity to be part of a dynamic and growing firm.

• Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
• Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in‑charge role as needed
• Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process
• Preparing tax returns for more complex individual, trust, and flow‑through entities
• Researching and consulting on various tax matters; utilizing tax‑related software to prepare and process returns and research tax matters
• Responding to inquiries from the IRS and other tax authorities
• Meeting or exceeding chargeable hour targets
• Punctually entering time and expenses to support efficient billing processes
• Maintaining appropriate compliance with all Firm policies and procedures
• Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions
• Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities
• Representing and actively promoting the Firm
• Traveling to client meetings occasionally

• Bachelor's degree in Accounting;
  Master's degree in taxation or equivalent preferred
• Minimum of 4+ years of progressive tax preparation
• CPA license preferred
• Proficiency with Microsoft Office Suite and Tax software, Pro Systems and CCH
• Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts
• Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
• Ability to manage staff on multiple engagements
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a deadline‑driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

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 have a stake in the firm's ownership.

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…