Tax Supervisor

About Grassi

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.

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.

• Run client engagements from start to finish, including planning, executing, directing, and completing tax projects while managing budgets.
• Supervise, train, and mentor staff on tax projects and assess performance for engagement reviews; perform in‑charge role as needed.
• Review tax returns prepared by staff and recommend improvements for accuracy and tax savings; progressively take on greater review responsibility.
• Prepare tax returns for complex individuals, trusts, and flow‑through entities.
• Research and consult on various tax matters; use tax software to prepare and process returns and conduct tax research.
• Respond to inquiries from the IRS and other tax authorities.
• Meet or exceed chargeable hour targets.
• Enter time and expenses promptly to support efficient billing processes.
• Maintain compliance with all firm policies and procedures.
• Develop referral sources, including involvement in community, social, business, and professional organizations and alumni functions.
• Identify market opportunities and assist management in marketing and sales initiatives.
• Represent and actively promote the firm.
• Attend client meetings as required (travel occasionally).

• Bachelor’s degree in Accounting;
  Master’s degree in taxation or equivalent preferred.
• Minimum 4+ years of progressive tax preparation experience.
• CPA license preferred.
• Proficiency with Microsoft Office Suite and tax software (Pro Systems and CCH).
• Technical proficiency in corporate, international, federal, state, and local tax, plus solid background in corporate restructuring, mergers and acquisitions, C‑Corps, partnerships, and individual/trust tax.
• Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, federal and state partner 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.

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; client and employee referral bonus program.

Grassi’s ESOP ensures that equity partners and all U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Financial assistance toward CPA certification, covering study materials, exam registration and sitting fees, CPA application and licensing fees, paid study time during work hours, additional paid time off to take the exam, and a bonus upon passing.

Continuing Professional Education (CPE) opportunities, including technical and soft‑skills training, provided at no cost.

Wellness initiatives such as discounted gym memberships and access to stress‑reduction and wellness apps.

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  email address and will not be conducted via text message, Whats App, 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.