Senior Tax Accountant-Trusts and Estates

Synergistic Systems Inc

Senior Tax Accountant-Trusts and Estates

Leominster, MA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k) matching

    Bonus based on performance

    Health insurance

    Our client, located in Leominster, MA, is looking for a full-time Senior Tax Accountant to join their 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.

    This is a hybrid role with 3-4 days working in the client office and 1-2 days working remotely. So candidates need to be within daily commuting distance from the client office in Leominster, MA.

    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.

    Must Have:

    · Bachelor’s degree in accounting.

    · 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.

    Flexible work from home options available.