Tax Senior - Financial Services

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.

Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success.

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

We are currently seeking a Tax Senior - Financial Services to join our team in any of the following office locations:
New York, NY;
Park Ridge, NJ. This role offers an exciting opportunity to be part of a dynamic and growing firm.

• Run client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
• Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews; perform in-charge role as needed
• Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
• Prepare tax returns for complex individual, trust, partnership, corporate, and foreign tax clients
• Research and consult on various tax matters; utilize tax‑related software to prepare and process returns and research tax matters
• Respond to inquiries from the IRS and other tax authorities
• Recommend new tax strategies and determine profitability of potential acquisitions and mergers
• Identify areas of tax reductions and savings regularly
• Travel 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
• Maintain a high level of professionalism and consistently demonstrate respect for others

Our firm is consistently ranked by  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:

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 Fridays program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligned with our…