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Sr. Accountant

2 months ago

Worcester, United States Robert Half Full time
Job DescriptionJob Description

We are looking for a Sr. Accountant to join our team in Worcester, Massachusetts. In this role, you will be responsible for managing various aspects of accounting and finance, including processing customer applications, maintaining accurate records, and resolving customer inquiries. This position is crucial for maintaining the financial health and transparency of our operations.


Responsibilities:


• Interpret estate and trust documents for proper tax filings

• Assist in the management of the estate and trust department, including supervision of staff

• Monitor firm budgets to actual for client productivity

• Preparation and review of individual income tax returns, estate, trust and gift returns

• Assist in maintaining and monitoring deadline due dates for tax returns

• Provide assistance to the admin department – knowledge of assembly and production of completed tax returns as well as extension requests

• Produce E-Filing reports and monitor outstanding E-File needs as necessary

• Perform other duties provided by partners

• Process customer credit applications accurately and efficiently

• Maintain accurate customer credit records

• Possession of a Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of three years of relevant experience in the field of accounting.
• Proficiency in account reconciliation, balance sheet reconciliation, bank reconciliations, and general ledger.
• Experience with journal entries and month-end close procedures.
• Proficiency in Microsoft Excel.
• Familiarity with trust operations.
• Exceptional attention to detail and accuracy.
• Strong analytical skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Ability to handle multiple tasks and meet deadlines.
• Strong ethical standards and integrity.
• Knowledge of accounting software and applications.
• CPA certification is a plus but not required.