Senior Tax Accountant – Trusts and Estates

  • Free
  • Published date: October 14, 2024
    • Massachusetts, United States



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

Company Culture and Environment

Our firm values collaboration, support, and strategic partnership. We foster an environment where team members can contribute ideas, take ownership of their responsibilities, and work closely with management to achieve common goals.

Career Growth and Development Opportunities

As a Senior Tax Accountant, you will have the opportunity to oversee the estate and trust department, which facilitates professional growth through leadership and mentorship roles.

Detailed Benefits and Perks

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

Compensation and Benefits

Competitive salary commensurate with experience
Comprehensive benefits package including health insurance and retirement plans
Opportunities for bonuses and flexible working arrangements

Why you should apply for this position today

This is an excellent opportunity to join a firm that values your input and provides a supportive environment for professional growth. By applying, you will become a critical part of a team that is dedicated to excellence in tax accounting for trusts and estates.

Skills

Strong knowledge of tax regulations related to trusts, estates, and gifts
Proficiency in preparing and reviewing tax returns
Excellent analytical and problem-solving skills
Ability to manage multiple deadlines and prioritize tasks
Strong leadership and supervisory skills
Effective communication skills, both verbal and written

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

Qualifications

1. Bachelor’s degree in accounting
2. At least 5 years of experience in preparing and reviewing trust, estate, gift, and individual tax returns
3. A minimum of 2 years of experience supervising staff and reviewing tax returns
4. Must be a US Citizen or Green Card holder

Education Requirements

Bachelor’s degree in accounting is required.

Education Requirements Credential Category

Bachelor’s degree

Experience Requirements

At least 5 years of relevant experience in tax accounting related to trusts and estates
Proven experience in a supervisory capacity for tax return preparation and review

Why work in Gardner, MA

Gardner, MA, offers a welcoming community with access to beautiful parks and recreational areas. The city combines a rich history with a growing economy, providing a balanced lifestyle that supports both personal and professional fulfillment.
Employment Type: Full-Time
Education Level: Bachelor's degree

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

1. Do you have a Bachelor’s 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.
Reference : Senior Tax Accountant – Trusts and Estates jobs

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