HYBRID- Senior Tax Accountant Trusts and Estates

Experience level: Mid Level (5-8 yrs exp.) Experience required: 5 Years Education level: Bachelors degree Job function: Accounting/Auditing Industry: Accounting Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No

Job Summary

Our Client is looking for a full-time Senior Tax Accountant to join their 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:

• 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 (1-2 days\' work from home)
• Flexible work schedule