Job Openings Senior Tax Accountant Trusts and Estates

About the job Senior Tax Accountant Trusts and Estates

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. Bachelors 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

  • Bachelors degree in accounting is required.

Education Requirements Credential Category

  • Bachelors 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 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.