Senior Tax Accountant – Trusts and Estates
Leominster, MA
Note: The salary range is up to $120,000 (MAX) 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.
Job Insight:
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.
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
About job
Direct hire
Senior Tax Accountant – Trusts and Estates
Compensation info:
The salary range is up to $120,000 (MAX)
Job type: Direct hire
Job function: Accounting/Auditing
Industry: Accounting
Experience level: Mid Level (5-8 yrs exp.)
Education level: Bachelor’s degree
Location: Leominster, MA
Work location: Hybrid
Zip code: 01453
Skills: tax accountant, estate and trust
Experience required: 5 Years
Relocation assistance: No
Pre screen questionnaire:
1: Please provide the link to candidate’s LinkedIn profile:
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2: What is the candidate’s highest level of education?
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3: Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details.
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4: What is the candidate’s desired total compensation? (Please specify base salary vs. commission/bonus expectation)
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5: Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e.g. timeline, relocating with family, selling/buying property)
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6: Is the candidate legally authorized to work in the US for any employer?
Options:
1: Yes
2: No
7: What is the candidate's experience with trust, estate, gift and individual tax returns?
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8: What is the candidate's experience with supervision of staff?
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