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GRASSI 1925 · 22 hours ago

Tax Senior Manager - Private Client Services

USA

Full-time

Onsite

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 to businesses and individuals. They are seeking a Private Client Services Tax Senior Manager to focus on tax business planning, advisory, and compliance services for ultra-wealthy families, including the taxation of gifts, trusts, estates, foundations, 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 LicenseTax PlanningPrivate Client ServicesCCH ProSystemCCH AxcessSupervisory ExperienceAccounting DegreeMentoring

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

Paid time off

Strong learning & development opportunities including technical and soft skill trainings

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

Discounted gym memberships

Wellness programs

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