Job Description

Job Title: Senior Tax Accountant – Trusts and Estates

Experience level: Mid-Level (5-8 yrs exp.)

Experience required: 5 Years

Education level: Bachelor’s degree

Job Function: Accounting/Auditing

Industry: Accounting Firm

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.

・Location; Leominster, MA/ Hybrid remote (1-2 days' work from home)

・Relocation assistance: No

・Visa sponsorship eligibility: No

Note: The salary range is up to $115,000 (MAX)

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

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