What are the responsibilities and job description for the Tax Principal position at GRASSI?
Why Grassi?
Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:
- 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.
The Opportunity
We’re hiring for a Tax Principal to sit in our Jericho, NY office. Responsibilities include and are not limited to the following:
- Lead specific projects and providing expert council to team members and colleagues
- Ability and willingness to plan, execute, direct, and complete tax projects from start to finish
- Maintain extensive knowledge of accounting rules and regulations and applies technical knowledge in a practical business manner
- Develop strong, lasting relationships with senior-level client contacts, providing ongoing counsel, and excellent strategic support
- Direct engagement workflow and ensure that tasks are assigned and completed on a timely basis, on track, and meeting all deadlines
- Interact with clients to discuss issues with regard to tax information throughout the year
- Develop technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities
- Demonstrate capacity to administer engagements efficiently and effectively
- Recognize complex technical issues, uses strategic decision-making skills and reach appropriate conclusions
- Ability to design staffing structure of engagement while monitoring time versus budget allocated
- Be a present and active participant in tax planning projects
- Demonstrate genuine interest in and commitment to our client’s success
- Identify key client personnel within the organization and begins building a network of relationships
- Primary point of contact for clients and regularly interfaces with client’s senior management
- Represent yourself and the firm in a positive way that aligns with our values and company culture
Minimum Qualifications
- 9 years’ of progressive tax preparation
- Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts
- Excellent tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
- Ability to work additional hours as needed
- Strong communication skills, both verbal and written
- Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems and CCH
- CPA license is required
- Bachelor's degree in Accounting or equivalent is required
Preferred Qualifications
- Master’s degree in taxation or equivalent
- Previous experience in a supervisory role is a plus
About Our Firm
As the 57th largest accounting firm in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in Jericho, NY; Ronkonkoma, NY; White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.
Grassi & Co.’s Company Culture
Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi’s own nonprofit clients.
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