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.
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
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