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GRASSI 1925 · 3 weeks ago

Tax Manager/Senior Manager - Private Client Services

United States

Full-time

Remote

Senior Level

7+ years exp

Grassi is one of the largest and fastest growing accounting firms in the nation, providing advisory, tax and accounting services. They are hiring a Private Client Services Tax Manager/Senior Manager to focus on tax business planning, advisory, and compliance services for ultra-wealthy families, including the taxation of gifts, trusts, estates, and individual returns.

ManufacturingSupply Chain ManagementTextiles

Responsibilities

Review and prepare complex fiduciary and income tax returns

Provide tax planning and consulting to high-net-worth clients for estate and individual income taxes

Build impactful relationships with new and existing clients and maintain relationships with firm leadership

Take responsibility for accurate time and billing for self and team

Responsible for training, supervising and ongoing development of associates and seniors

Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities

Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements

Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services

Hold self and direct reports responsible for achieving developmental goals

Mentor and coach junior team members

Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise

Qualification

CPA LicensePrivate Client ServicesTax PlanningCCH ProSystemCCH AxcessClient Relationship ManagementMentoringTeam Leadership

Required

Bachelor's degree in Accounting required

7+ years' of relevant work and industry experience within Private Client Services/Family Office tax

Prior experience managing engagements and clients

Formal mentoring relationships with all levels of staff

Ability to work independently, but also work well with others

Preferred

CPA License or EA required

Master's degree in Accounting or Taxation

3+ years' supervisory experience

Software Experience – CCH ProSystem and CCH Axcess

Benefits

Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level

Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry

“Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.

Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day

CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more

Discounted gym memberships, wellness programs and a competitive benefits package

Company

GRASSI 1925

La GRASSI S.p.A ha una struttura verticalizzata, a ciclo completo, che comprende le divisioni tessitura, taglio, confezione e distribuzione ed è in grado di garantire un’ottima capacità produttiva e la massima flessibilità.

Founded in 1925

Lonate Pozzolo, Lombardia, ITA

1001-5000 employees