Senior Tax Accountant – Trusts and Estates

2 weeks ago


Leominster, Massachusetts, United States Synerlou Recruiting, LLC 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 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.
  • 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.
What We Offer
  • 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.

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