Senior Tax Accountant Trusts and Estates - Efficus Inc.

Job Title: Senior Tax Accountant – Trusts and Estates
Location: Leominster, MA (Hybrid)
Duration: Full-time permanent

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.

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.