Senior Tax Accountant

3 weeks ago


Leominster, Massachusetts, United States Efficus, Inc. Full time
Job Title:
Senior Tax Accountant - Trusts and Estates

Location :
Leominster, MA (Hybrid)

Duration :
Full-time permanent

We are seeking a highly skilled Senior Tax Accountant to support the management of trust, estate, and gift tax returns across the firm.

This role is responsible for overseeing the estate and trust department, including supervising staff members and managing deadlines for tax return submissions.

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.

Requirements:
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.
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