Tax Manager - Trust & Estate

The role

The Trust & Estate Tax Manager will research, comply, plan, and administer fiduciary income tax returns and estate and gift tax returns. This role involves directing tax seniors and staff accountants and interacting with clients regarding tax information.

What you will do

• Researching, complying, planning and administering fiduciary income tax returns, estate & gift tax returns
• Directing tax seniors and staff accountants
• Ensuring assignments are accomplished within the budgeted time
• Interacting with clients to discuss issues regarding tax information throughout the year
• Developing technical knowledge through organization meetings, training programs, industry events and research activities
• Supervise staff and lead projects

Required qualifications

• Bachelor's degree in Accounting
• Minimum of 7+ years of progressive tax preparation, review and supervisory experience
• CPA or EA license
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficient with Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
• Ability to manage multiple priorities in a deadline-driven environment
• Ability to work in a team environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Nice to have

• previous experience in public accounting

Benefits

• Competitive base compensation
• Eligibility for a raise and bonus each June or December
• Medical, Dental, and Vision Insurance
• Employer contribution to life insurance
• 401(k) plan
• ESOP
• Client and employee referral bonus program
• Generous paid time off
• Flexible Dress for Your Day dress code
• Telecommuting options
• Flex-time policies
• Summer hours and Floating Summer Friday’s program

About the company

Grassi is a leading provider of advisory, tax, and accounting services with over 550 employees and eleven offices. It is an employee-owned company through an ESOP.