Senior Tax Accountant (Trust and Estate)

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Located in Leominster, MA

Salary: Up to $115,000

We are looking for a full-time Senior Tax Accountant (Trust & Estate) to join our client, a CPA firm in Leominster, MA. 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 1-2 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.

 

Requirements:

• 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.
• Proficiency in interpreting estate and trust documents.
• Experience with CCH Axcess Tax and related software is preferred.

 

Benefits:

• Competitive compensation
• 8 Paid holidays
• 15 PTO/sick
• Health Insurance (firm pays 75% of the cost of a single person plan, dental insurance is 100% covered)
• 401K with match
• Bonuses
• Hybrid remote
• Flexible work schedule

If interested, please send resume to jobs.actonma@expresspros.com .

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