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Audit Senior- Financial Services

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 Audit Seniors - Financial Services firm wide in our NY, NJ, MA and FL offices. Responsibilities include and are not limited to the following:

Promotes team environment by building and maintaining rapport with fellow employees
Positively represents and promotes the Firm
Participates in continuous improvement initiatives that enhance processes and systems
Follow all accounting, auditing and tax regulations and professional ethics
Demonstrates an understanding of the clients’ industries. Shows sensitivity to client culture and perspective
Produces deliverables that are clear, concise, thorough, and of professional quality and are completed in a timely manner
Run client engagements from start to finish, which includes planning, executing, directing, and completing audit projects and managing to budgets
Have and maintain technical knowledge sufficient to supervise staff on audits, compilations, reviews, and tax work
Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews; perform in-charge role as needed
Preform qualitative and quantitative analysis and evaluation of hedge funds
Research long and short securities closing prices for year end
Generate trial balance, balance sheet, income statements for various funds on a monthly basis
Determine the extent of test-checking required
Test various internal controls within the organization
Seeks opportunities to participate in training, recruiting and retention, with a focus on firm wide and team goals

Minimum Qualifications

3+ years of progressive audit experience
Bachelor's degree in Accounting is required
Ability to work in a team environment, supervise staff and lead projects
Ability to work full-time and additional hours as needed
Strong communication skills, both verbal and written

Preferred Qualifications

Previous experience in public accounting
Previous experience in the financial services industry
Understanding of computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
CPA license or in process of obtaining CPA license

About Our Firm

As one of the largest and fastest growing accounting firms 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 New York, Jericho, Ronkonkoma and 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.

GRASSI & CO. Glassdoor Company Review

4.6

GRASSI & CO. DE&I Review

No rating

CEO of GRASSI & CO.

Lou Grassi

Approve of CEO

By GRASSI & CO.

GRASSI & Co. can do more than just count beans. The firm provides accounting, auditing, tax, and consulting services to private, family-owned, and public businesses, as well as not-for-profits and government entities. GRASSI operates from its Long...

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INDUSTRY

Accounting & Tax

TEAM SIZE

201-500

LOCATION

Hybrid, based in Jericho, NY

DATE POSTED

August 6, 2023