Tax Semi Senior

The role

The Tax Semi-Senior will prepare tax returns for individual, trust, partnership, corporate, and foreign tax clients. This role involves preparing tax workpapers, assisting with tax planning, and maintaining client relationships.

What you will do

• Preparing tax returns for individual, trust, partnership, corporate, and foreign tax clients
• Working independently and collaboratively within a team environment
• Prepare tax workpapers, reconciliations, and supporting schedules
• Preparing clear, concise, and professional client deliverables
• Assist with tax planning and research projects for a variety of clients
• Maintaining strong client relationships and communicate effectively with internal and external stakeholders
• Ensuring compliance with applicable professional standards and firm policies
• Meeting project deadlines and manage time efficiently across multiple engagements

Required qualifications

• Bachelor’s degree in Accounting required
• Minimum of 2 years of progressive tax return preparation and compliance experience
• CPA license or in process of obtaining CPA license
• Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
• 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

Nice to have

• Master's degree in accounting, taxation, or equivalent

Benefits

• Competitive base compensation
• 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
• 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. It is an employee-owned company through an ESOP.