Job Description

Senior Tax Accountant Trusts and Estates

Leominster, MA


Must be a US Citizen or Green Card holder.

Job Summary

We are looking for a full-time Senior Tax Accountant to join our team as a strategic and collaborative partner to the Management Team. This role is responsible for supporting the management of all trust, estate, and gift tax returns across the firm.

Responsibilities:

• Assist in overseeing the estate and trust department, including supervising staff members.
• Help manage and monitor deadlines for tax return submissions.
• Analyze estate and trust documents to ensure accurate tax filings.
• Prepare and review estate, trust, and gift tax returns.
• Prepare and review individual income tax returns.
• Provide support to the administrative department, including assembling and producing completed tax returns and managing extension requests.
• Generate E-Filing reports and track outstanding E-File requirements as needed.
• Monitor firm budgets against actual client productivity.
• Perform additional duties as assigned by partners.

Benefits:

• Competitive compensation
• Paid holidays
• PTO
• Health Insurance (medical, dental, vision)
• 401K with match
• Bonuses
• Hybrid remote (1-2 days\' work from home)
• Flexible work schedule

Required Knowledge, Skills, and Abilities: (Hiring Companies ATS Questions):

1. Do you have a 1. Bachelors degree in accounting.

2. Do you have at least 5 years of experience in preparing and reviewing trust, estate, gift, and individual tax returns.

3. Do you have a minimum of 2 years of experience supervising staff and reviewing tax returns.

4. Must be a US Citizen or Green Card holder

Job Tags

Similar Jobs