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.