Tax Senior - Greater Philadelphia

The role

The Tax Senior will run client engagements from start to finish, including planning, executing, and managing tax projects to budget. This role involves supervising and mentoring staff, reviewing tax returns, and preparing complex returns for various client types.

What you will do

• Run client engagements from start to finish
• Supervise, train, and mentor associates and interns
• Perform in-charge role as needed
• Review tax returns done by staff
• Prepare tax returns for complex individual, trust, partnership, corporate, and foreign tax clients
• Research and consult on various tax matters
• Respond to inquiries from the IRS and other tax authorities
• Recommend new tax strategies
• Determine profitability of potential acquisitions and mergers
• Identify areas of tax reductions and savings

Required qualifications

• Bachelor’s degree in Accounting
• Minimum of 2+ years of progressive tax return preparation and compliance experience
• CPA license or in process of obtaining CPA license
• Proficient with Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
• Proficiency with US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
• Strong 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 manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism

Nice to have

• Master’s degree in accounting, taxation, or equivalent
• Construction, manufacturing & distribution, real estate, financial services and/or private client services industry experience

Benefits

• 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
• Financial assistance toward CPA certification including study materials, exam fees, and application fees
• Paid study time during work hours
• Additional paid time off to take scheduled exams
• Bonus paid upon passing the CPA exam
• Continuing Professional Education (CPE) opportunities
• Discounted gym memberships and wellness initiatives

About the company

Grassi is a leading provider of advisory, tax, and accounting services across several sectors. It is an employee-owned company through an ESOP.