Join our team
We are proud of our people and we work hard to make sure they are proud to be a part of the Greyrock Family. We are always looking for good people to join our team, so below is a list of potential positions within our Firm. If you feel that you are a fit for any of these, please feel free to send over your resume and we’ll be sure to follow back with you!
Seasonal Tax Preparer
Requirements
- Associate’s or Bachelor’s degree in accounting or related field
- 4-5+ years of tax preparation experience
- Availability to work from January through April for each tax season
- Experience with income tax preparation
- Working knowledge of financial statements
- Experience with Excel, Word, etc.
- Proficiency in tax preparation software, such as CCH Axcess
- Excellent interpersonal and proactive communication skills
Duties
- Serve multiple clients to include but not limited to the following:
- Prepare individual, business, and other types of tax returns, including federal, state, and local filings for multiple types of clients
- Maintain fixed assets registers
- Prepare property tax returns
- Maintain organized and accurate documentation of tax information, including client records, correspondence, and work papers. Ensure compliance with record keeping requirements and firm policies.
- Communicate with clients to gather necessary tax information and answer questions.
- Work in conjunction with Greyrock recurring client teams to prepare the recurring client tax returns.
- Utilize tax preparation software effectively to streamline the tax preparation process and ensure accuracy of calculations. Stay informed about updates and changes to software functionality.
- Manage workload effectively to meet tax filing deadlines and client expectations. Prioritize tasks and allocate resources appropriately to ensure timely completion of tax returns.
- Reports directly to Tax Manager
Please send resumes or inquiries to Mikki Draz at mdraz@greyrock‐accounting.com
Receptionist
Key Responsibilities and Duties:
- Reception & Client Services Responsibilities:
- Coverage of front desk during Greyrock Office Hours
- Greet clients and visitors with a professional and welcoming demeanor
- Answer and direct incoming phone calls and emails to the appropriate staff
- Open office in the morning/secure office in the evening/set up conference rooms and café for internal meetings throughout the day, to include, but not limited to, the following:
- Manage conference room scheduling
- Communicate daily visitors and meetings to Greyrock internal staff
- Ensure conference meeting spaces are clean and organized
- Ensure TVs and lights are turned on/off, and shades are set to desired levels throughout the day
- Monitor and restock coffee stations, beverages, snacks and supplies in a timely manner
- Ensure check stock and signature stamps are locked
- Check incoming mail, distribute to employees, and handle employee and client outgoing mail requests
- Manage client filing and check stock storage
- Order and maintain office supplies
- Assist in onboarding welcome setup and office tours for new employees or visiting guests
- Assist office manager, as needed or requested, with coordination of office related requests/vendor partners such as janitorial, landlord, marketing, parking, IT, plant maintenance, etc.
Hospitality Coordination Responsibilities:
- Maintain a clean, inviting reception and common area
- Prepare refreshments for meetings and ensure café and hospitality supplies are well-stocked
- Load/unload dishwasher daily, maintain/clean coffee machines, and ensure dishes are well-stocked
- Coordinate catering orders for internal and client meetings as needed
- Assist with event setup for internal functions and client appreciation events
- Purchase and distribute client, employee and third-party gifts
- Set up and break down meeting rooms for internal and external events, including audio-visual and catering needs
Other Miscellaneous Responsibilities:
- Administrative Tax Support
- Help distribute engagement letters and tax organizers
- Distribute documents to clients as requested (email or hard copy)
- Manage process of collecting, tracking and scanning in all tax documents and filing appropriately
- Provide general administrative support to tax professionals during busy season (e.g., scanning, copying)
- Marketing & Communications
- Assistance with maintaining Company Linked In profile and engagement
- Assistance with maintaining Company website and keeping employee photos and client testimonials updated
- Manage vendor relationships for advertising, print, or promotional services
- Support internal communications and employee engagement initiatives
- Events and Recruiting
- Assist with coordination of recruiting and community events
- Manage logistics, registrations and post-event follow-up
Requirements:
- Customer-first attitude with a passion for creating a positive client experience
- Highly organized, dependable, and resourceful
- Comfortable working independently and collaboratively in a fast-paced environment
- Flexibility to work extended hours for after-hours internal and client events
- Experience with Excel, Word, etc.
- Excellent interpersonal and proactive communication skills
- Preferred experience in a reception, hospitality, or administrative support role (preferably in a professional office or high-end service environment).
Please send resumes or inquiries to Mikki Draz
Senior Manager – Tax Services
Duties
Serve multiple clients as Senior Manager of Tax Services, to include but not limited to the following:
- Review individual, business, and other types of tax returns, including federal, state, and local filings for multiple types of clients (be willing to prepare, as needed)
- Review tax returns prepared by junior preparers for accuracy, completeness, and compliance with tax laws. Provide feedback and guidance to improve the quality of tax filings and ensure adherence to firm standards.
- Prepare and review tax projections and estimates
- Review fixed assets registers
- Prepare and review property tax returns
- Respond to federal and multi-jurisdictional notices on behalf of clients
- Maintain organized and accurate documentation of tax information, including client records, correspondence, and workpapers. Ensure compliance with recordkeeping requirements and firm policies.
- Communicate with clients to gather necessary tax information, answer questions, and provide tax planning advice. Build and maintain strong client relationships to ensure satisfaction and retention.
- Work in conjunction with Greyrock recurring client teams to support and advise contracted clients.
- Manage the timely and accurate preparation and filing of all tax returns, including income tax, sales tax, property tax, and other applicable taxes. Ensure compliance with relevant tax laws and regulations.
- Utilize tax preparation software effectively to streamline the tax preparation process and ensure accuracy of calculations. Stay informed about updates and changes to software functionality.
- Manage workload effectively to meet tax filing deadlines and client expectations. Prioritize tasks and allocate resources appropriately to ensure timely completion of tax returns.
- Mentor and train members of the Tax Team, providing guidance on tax preparation techniques, software usage, and client communication. Foster a collaborative and supportive team environment.
- Participate in ongoing educational opportunities to remain current on tax issues
- Miscellaneous projects as they arise
- Reports directly to Tax Director or Tax Shareholder
Requirements
- Bachelors or Master’s degree in accounting and/or taxation
- 7-8+ years of public accounting or relevant industry experience
- Experience with income tax preparation and planning
- Working knowledge of financial statements
- Experience with Excel, Word, etc.
- Excellent interpersonal and proactive communication skills