Senior Tax Accountant Trusts and Estates

Overview:

We are seeking a full-time Senior Tax Accountant to join our clients team as a strategic and collaborative partner to the Management Team. This role involves managing all trust, estate, and gift tax returns across the firm.

Responsibilities:

• Oversee the estate and trust department, 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
• Support the administrative department by 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

Must Have:

• Bachelors 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
• Paid holidays
• PTO
• Health insurance (medical, dental, vision)
• 401K with match
• Bonuses
• Hybrid remote work (1-2 days from home)