Senior Tax Accountant-Trusts and Estates

4 weeks ago


Leominster, Massachusetts, United States Synergistic Systems Inc Full time
Job Overview

Synergistic 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 Responsibilities
  • Oversee the estate and trust department, supervising staff members and ensuring timely completion of tasks.
  • Manage and monitor deadlines for tax return submissions, analyzing estate and trust documents to ensure accurate tax filings.
  • Prepare and review estate, trust, and gift tax returns, as well as 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 and 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.

Flexible work from home options available.



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