Senior Tax Accountant Trusts and Estates Specialist

4 weeks ago


Leominster, Massachusetts, United States KLM Careers Full time
About the Role

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

Company Culture and Environment

Our firm values collaboration, support, and strategic partnership. We foster an environment where team members can contribute ideas, take ownership of their responsibilities, and work closely with management to achieve common goals.

Career Growth and Development Opportunities

As a Senior Tax Accountant, you will have the opportunity to oversee the estate and trust department, which facilitates professional growth through leadership and mentorship roles.

Detailed Benefits and Perks
  • 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
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
Qualifications
  • Bachelors degree in accounting
  • At least 5 years of experience in preparing and reviewing trust, estate, gift, and individual tax returns
  • Minimum of 2 years of experience supervising staff and reviewing tax returns
  • Must be a US Citizen or Green Card holder


  • Leominster, Massachusetts, United States Franklin Professionals Full time

    We are seeking a Senior Trust and Estate Tax Accountant to join our team at Franklin Professionals. As a full-service accounting firm, we provide tax, audit, accounting, and business advisory services to clients from various states.The Senior Trust and Estate Tax Accountant will assist in managing all trust, estate, and gift tax returns for the firm. This...

  • Senior Tax Accountant

    4 weeks ago


    Leominster, Massachusetts, United States Efficus, Inc. Full time

    Job Title:Senior Tax Accountant - Trusts and EstatesLocation : Leominster, MA (Hybrid)Duration : Full-time permanentWe 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...


  • Leominster, Massachusetts, United States BK Outlooks Full time

    Job Title: Senior Tax Accountant for Trusts and EstatesAt BK Outlooks, we are seeking a highly skilled Senior Tax Accountant to join our team in managing the estate and trust department.**Key Responsibilities:*** Assist in overseeing the estate and trust department, including supervising staff members.* Help manage and monitor deadlines for tax return...


  • Leominster, Massachusetts, United States Franklin Professionals Full time

    We are a reputable mid-sized CPA firm in the North Central Massachusetts area with offices in Leominster and Worcester.As a full-service paperless accounting firm, we provide tax, audit, accounting, and business advisory services to clients from various states.We are seeking a Senior Trust and Estate Tax Accountant to manage our Trust and Estate department...

  • Tax Accountant

    4 weeks ago


    Leominster, Massachusetts, United States Efficus, Inc. Full time

    Job Title: Senior Tax Accountant - Trusts and EstatesJob Summary:We are seeking a skilled Senior Tax Accountant to support the management of trust, estate, and gift tax returns at Efficus, Inc. This role involves collaborating with the management team to ensure accurate and timely tax filings.Responsibilities:Supervise staff members in the estate and trust...


  • Leominster, Massachusetts, United States Synergistic Systems Inc Full time

    Job OverviewSynergistic Systems Inc is seeking a highly skilled Senior Tax Accountant to join their team in Leominster, MA. This role will play a key part in supporting the management of trust, estate, and gift tax returns across the firm.Key ResponsibilitiesOversee the estate and trust department, supervising staff members and ensuring timely completion of...


  • Leominster, Massachusetts, United States KLM Careers Full time

    Job DescriptionWe are seeking a highly skilled Senior Tax Accountant to join our team as a strategic partner to the Management Team. This role will support the management of all trust, estate, and gift tax returns across the firm.Company Culture and EnvironmentWe foster an environment where team members can contribute ideas, take ownership of their...

  • Senior Tax Accountant

    1 month ago


    Leominster, Massachusetts, United States KLM Careers Full time

    About the RoleWe are seeking a highly skilled Senior Tax Accountant to join our team as a strategic partner to the Management Team. This role will support the management of all trust, estate, and gift tax returns across the firm.Key ResponsibilitiesAssist in overseeing the estate and trust department, including supervising staff membersHelp manage and...

  • Senior Tax Accountant

    4 weeks ago


    Leominster, Massachusetts, United States 5 Star Global Recruitment Partners Full time

    About the RoleWe 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...


  • Leominster, Massachusetts, United States TAAK - Recruitment Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Accountant to join our team at TAAK - Recruitment. The successful candidate will be responsible for supporting the management of trust and estate tax returns, as well as supervising staff members and managing deadlines for tax return submissions.Key ResponsibilitiesOversee the estate and trust department,...


  • Leominster, Massachusetts, United States BK Outlooks Full time

    Job Opportunity at BK OutlooksAs a seasoned Tax Accountant, you will play a key role in overseeing the estate and trust department at BK Outlooks. Your expertise will be instrumental in ensuring accurate tax filings and meeting deadlines for tax return submissions.Key Responsibilities:Supervise staff members in the estate and trust department.Manage and...

  • Senior Tax Accountant

    1 month ago


    Leominster, Massachusetts, United States Virtually Connected Full time

    Senior Tax AccountantVirtually Connected is seeking a highly skilled Senior Tax Accountant to support the management of trust, estate, and gift tax returns. As a strategic partner to the Management Team, this role will oversee the estate and trust department, ensuring accurate tax filings and meeting deadlines.Key ResponsibilitiesSupervise staff members and...


  • Leominster, Massachusetts, United States BK Outlooks Full time

    Job SummaryWe are seeking a highly skilled Tax Accountant to join our team at BK Outlooks. As a Staff Tax Accountant, you will be responsible for preparing federal and state income tax returns for individuals, corporations, and partnerships.Key ResponsibilitiesPrepare tax returns with technical accuracy and attention to detail.Engage with clients to collect...

  • Senior Tax Accountant

    1 month ago


    Leominster, Massachusetts, United States CMO Talent Solutions Full time

    Job OverviewAs a Senior Tax Accountant at CMO Talent Solutions, you will play a key role in supporting the management of trust, estate, and gift tax returns. This position requires a strategic and collaborative partner to the Management Team, overseeing the estate and trust department, and supervising staff members.Key ResponsibilitiesOversee the estate and...

  • Senior Tax Accountant

    4 weeks ago


    Leominster, Massachusetts, United States TAAK - Recruitment Full time

    Job OverviewOur client, a reputable Accounting Firm, seeks a highly skilled Senior Tax Accountant to collaborate with the Management Team. This role is responsible for overseeing the estate and trust department, ensuring accurate tax filings, and managing deadlines for tax return submissions.Key Responsibilities:Supervise staff members and oversee the estate...

  • Senior Tax Accountant

    1 month ago


    Leominster, Massachusetts, United States Keturah Konstellations LLC Full time

    Job Title: Senior Tax AccountantJob Summary:We are seeking a highly skilled Senior Tax Accountant to join our team at Keturah Konstellations LLC. As a Senior Tax Accountant, you will be responsible for preparing income tax returns for individuals and corporations, as well as gaining experience with federal and state tax returns for estates, trusts, and...

  • Senior Tax Accountant

    4 weeks ago


    Leominster, Massachusetts, United States 5 Star Recruitment Full time

    Job SummaryAt 5 Star Recruitment, we are seeking a highly skilled Senior Tax Accountant to join our team. In this role, you will be responsible for preparing income tax returns for individuals and corporations, as well as gaining experience with federal and state tax returns for estates, trusts, and non-profit organizations.Responsibilities:Prepare federal...


  • Leominster, Massachusetts, United States LIGHTINGSTAFFINGAGENCY Full time

    Job Summary:In this role, you will be responsible for preparing income tax returns for both individuals and corporations. This includes the potential to work on tax returns for trusts, estates, and not-for-profit organizations. You will engage directly with clients to collect necessary information and clarify any tax or accounting-related...

  • Tax Professional

    1 month ago


    Leominster, Massachusetts, United States KLM Careers Full time

    Job SummaryWe are seeking a highly skilled Tax Professional to join our team at KLM Careers. As a Staff Accountant, you will play a crucial role in preparing income tax returns for individuals and corporations, as well as trusts, estates, and non-profit organizations.Key Responsibilities:Prepare federal and state income tax returns for clientsGain experience...

  • Tax Professional

    1 month ago


    Leominster, Massachusetts, United States KLM Careers Full time

    Job SummaryKLM Careers is seeking a highly skilled Tax Professional to join our team. As a Staff Accountant (Tax), you will play a crucial role in preparing income tax returns for individuals and corporations.Key ResponsibilitiesPrepare federal and state income tax returns for individuals, corporations, and partnerships.Gain experience with federal and state...