Senior Tax Accountant Trusts and Estates Specialist

3 days ago


Leominster, Massachusetts, United States Dev2Work Full time
Job Summary

We are seeking a highly skilled Senior Tax Accountant with expertise in trusts and estates to join our team at Dev2Work. As a strategic partner to our Management Team, you will play a critical role in supporting the management of all trust estate and gift tax returns across the firm.

Key Responsibilities
  • Oversee the estate and trust department, supervising staff members and ensuring timely completion of tax returns.
  • Manage and monitor deadlines for tax return submissions, ensuring compliance with regulatory requirements.
  • Analyze estate and trust documents to ensure accurate tax filings, identifying areas for improvement and implementing process enhancements.
  • Prepare and review estate trust and gift tax returns, as well as individual income tax returns, ensuring accuracy and completeness.
  • Provide support to the administrative department, including assembling and producing completed tax returns and managing extension requests.
  • Generate EFiling reports and track outstanding EFile requirements, ensuring seamless tax filing processes.
  • Monitor firm budgets against actual client productivity, identifying areas for cost savings and process improvements.
  • Perform additional duties as assigned by partners, contributing to the growth and success of Dev2Work.
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.
Benefits
  • Competitive compensation package.
  • Paid holidays and time off.
  • Health insurance (medical, dental, vision).
  • 401K with match.
  • Bonuses.
  • Hybrid remote work arrangement (12 days work from home).


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