Senior Tax Accountant Trusts and Estates

Yeah! Global; Leominster (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Paid holidays

PTO

Job summary

A financial services firm in Massachusetts is seeking a Senior Tax Accountant to oversee trust and estate tax returns. The ideal candidate will have over 5 years' experience in tax return preparation and 2 years in supervisory roles. Responsibilities include managing deadlines, preparing tax returns, and analyzing financial documents. Competitive compensation, paid holidays, and PTO are offered.

Qualifications

• 5+ years of experience in trust, estate, gift, and individual tax returns.
• 2+ years of experience in staff supervision and tax return review.

Responsibilities

• Oversee the estate and trust department and supervise staff members.
• Manage deadlines for tax return submissions and monitor firm budgets.
• Prepare and review estate, trust, and gift tax returns.

Skills

Tax return preparation

Staff supervision

Document analysis

Job description

Senior Tax Accountant Trusts and Estates

About the job Senior Tax Accountant Trusts and Estates

Overview

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

Responsibilities

• Oversee the estate and trust department, supervising staff members
• 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
• Support the administrative department by 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

Must Have

• At least 5 years of experience in preparing and reviewing trust, estate, gift, and individual tax returns
• A minimum of 2 years of experience supervising staff and reviewing tax returns
• Competitive compensation
• Paid holidays
• PTO