Senior Tax Accountant $115K - Veterans Sourcing Group

Senior Tax Accountant – Trusts and Estates
Leominster, MA
Direct hire full time - $115,000 per year
Hybrid remote (1-2 days' work from home)
Flexible work schedule

Skills: tax accountant, estate and trust

Must Have:

• 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.

Job Summary
We are looking for a full-time Senior Tax Accountant to join our team as a strategic and collaborative partner to the Management Team. This role is responsible for supporting the management of all trust, estate, and gift tax returns across the firm.

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.

Experience level: Mid-Level (5-8 yrs exp.)
Experience required: 5 Years
Education level: Bachelor's degree
Job function: Accounting/Auditing
Industry: Accounting

Benefits:

• Competitive compensation
• Paid holidays
• PTO
• Health Insurance (medical, dental, vision)
• 401K with match
• Bonuses

Prescreening questions

1.) Please provide the link to candidate's LinkedIn profile:

2.) What is the candidate's highest level of education?

3.) Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details.

4.) What is the candidate's desired total compensation? (Please specify base salary vs. commission/bonus expectation)

5.) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e.g. timeline, relocating with family, selling/buying property)

6.) Is the candidate legally authorized to work in the US for any employer?

7.) What is the candidate's experience with trust, estate, gift and individual tax returns?

8.) What is the candidate's experience with supervision of staff?