Private Client Tax

Tax Manager - Trust & Estate

Grassi

Curated role
Jericho, NY; New York, NY$110,000 - $160,000PermanentManager

This role was sourced from publicly available employer career information. It is not a paid or sponsored listing, and no employer endorsement is implied. Apply directly with the employer.

About the role

<p><strong><u>About Grassi</u></strong></p> <p>After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals.

Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.

Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

Responsibilities

include, but are not limited to:</strong></p> <ul> <li>Researching, complying, planning and administering the following: fiduciary income tax returns, estate & gift tax returns</li> <li>Directing tax seniors and staff accountants; ensuring that assignments are accomplished within the budgeted time</li> <li>Interacting with clients to discuss issues regarding tax information throughout the year</li> <li>Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities<strong><br><br></strong></li> </ul> <p><strong><u>Qualifications</u></strong></p> <ul> <li>Bachelor's degree in Accounting required</li> <li>Minimum of 7+ years of progressive tax preparation, review and supervisory experience; previous

Requirements

training.

These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.</p> <p><strong>Wellness Resources:</strong> Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.</p> <p> </p> <p><em>Compensation for this

Qualifications

and local market conditions.

Please find compensation information below for candidates residing in the following market(s):</em></p> <p><em>New York ranges are from $110,000 - $160,000</em></p> <p> </p> <p><em>Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities (“Grassi”) will never ask candidates to pay fees, purchase equipment, or provide payment information.

Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps.

If you are unsure

Source information

Source company: GrassiSource location: Jericho, NY; New York, NYCategory: Private Client TaxSeniority: ManagerSourced 3 Jun 2026Last checked 3 Jun 2026
View original source

Dates

Posted 3 Jun 2026Expires 3 Jul 2026

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