Senior Tax Accountant

3 days ago


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

Location: Hybrid

Duration: Full-time permanent

We are seeking a highly skilled Senior Tax Accountant to join our team as a strategic partner to the Management Team. This role is responsible for supporting the management of all trust, estate, and gift tax returns across the firm.

Key Responsibilities:
  • Oversee the estate and trust department, including supervising staff members.
  • 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.
  • Support 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.
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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