Tax Senior

Job Summary

We are currently seeking a Tax Senior 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, including planning, executing, directing, and completing tax projects and managing to budget.
• Supervising, training, and mentoring associates and interns 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, partnership, corporate, and foreign tax clients.
• 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.
• Recommending new tax strategies and determining profitability of potential acquisitions and mergers.
• Identifying areas of tax reductions and savings regularly.
• Traveling to clients occasionally.

• Bachelor’s degree in Accounting required;
  Master’s degree in accounting, taxation, or equivalent.
• Minimum of 2+ years of progressive tax return preparation and compliance experience.
• CPA license or in process of obtaining CPA license.
• Proficient with computer software packages and platforms including Microsoft Office Suite, tax software, Pro Systems Engagement, and CCH Axcess.
• 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.
• Excellent interpersonal, organizational, initiative, and leadership skills.
• Strong written and verbal communication skills.
• Ability to meet or exceed time constraints and goals.
• Ability to work in a team environment, supervise staff and lead projects.
• Ability to work additional hours as needed.
• Ability to manage multiple priorities in a deadline-driven environment.
• Maintains a high level of professionalism and consistently demonstrates respect for others.

Compensation for this role is determined based on a combination of factors, including relevant experience, skills, certifications, and geographic location. Base salary, performance-based incentives, wellness and retirement programs, and continuous professional development opportunities are included.

Flexibility:
Work‑life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex‑time policies, and summer hours. Floating Summer Fridays are offered, giving team members three extra Fridays off during the summer months in addition to PTO.

Company Culture:
The firm is dedicated to creating a positive, productive, and inclusive environment. DEI initiatives and community outreach activities are regularly organized.

Benefits Package:
Competitive base compensation with eligibility for raises and bonuses each June or December based on performance metrics. Medical, Dental, and Vision Insurance; employer contribution to life insurance; 401(k) plan; ESOP; client and employee referral bonus program.

ESOP Owned:
The ESOP allows equity partners and all U.S. employees to own firm stock, fully private and independent.

CPA Incentive:
Financial assistance toward CPA certification, including study materials, exam registration fees for all four parts, application and licensing fees, paid study time, paid time off for exams, and a bonus upon passing.

Learning and Development:
Continuing Professional Education (CPE) opportunities, internal and external training programs at no cost to employees.

Wellness Resources:
Discounted gym memberships and wellness initiatives such as the CALM app to support mental health and stress reduction.

As set forth in Grassi’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.