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Tax Training & Operations Manager

Jericho, NY; New York, NY

About Grassi

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.

With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

We are currently seeking a Tax Training & Operations Manager to join our team in either our Jericho, NY or NYC office location. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

  • Leading training initiatives for Tax onboarding, including entry-level interns, experienced hires, and offshore teams
  • Collaborating closely with firm leadership, tax leadership, and Tax Administration Manager to drive and implement process improvement initiatives across the department
  • Leading training initiatives for the tax intern programs, entry-level associate training, and experienced new hire onboarding sessions conducted multiple times per month
  • Evaluating and implementing tax technology solutions to improve accuracy, compliance, and operational efficiency
  • Supporting integration efforts related to Mergers & Acquisitions (M&A), focusing on operational and systems alignment
  • Collaborating with IT on Tax Technology projects to drive process improvements and system enhancements
  • Serving as a key contributor in the Learning & Development department & the Tax department, managing training content and process implementation for all roles and levels
  • Training experienced hires on internal tax systems and firm-specific operational processes
  • Leveraging strong knowledge of CCH to guide training efforts (in-depth workflow knowledge beneficial but not required)
  • Working independently and collaboratively within a team environment
  • Seeking opportunities proactively to contribute to training, recruiting, and retention efforts, supporting firm-wide and departmental goals
  • Preparing clear, concise, and professional deliverables
  • Maintaining strong relationships and communicating effectively with firm leadership and internal stakeholders
  • Ensuring compliance with applicable professional standards and firm policies
  • Meeting project deadlines and managing time efficiently across multiple initiatives

Qualifications

  • Bachelor’s degree in Accounting required
  • Minimum of 5 years of relevant experience in tax operations, training, or process integration within a public accounting or professional services environment; a combination of tax accounting experience and training or operations experience will also be considered
  • Excellent interpersonal, organizational, initiative, and leadership skills
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Suite and CCH (experience with CCH Axcess required, workflow experience not required but preferred)
  • Ability to manage multiple priorities in a deadline-driven environment
  • Maintains a high level of professionalism and consistently demonstrates respect for others
  • Willingness to travel throughout the U.S. and internationally to support M&A integration efforts as required

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:

Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

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. We work 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. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package: Competitive base compensation with 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, and client and employee referral bonus program.

ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees.  Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources: 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.

 

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):

New York ranges are from $120,000 - $150,000 

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