Job Overview
Our client is looking for a fulltime senior tax accountant to join their team as a strategic and collaborative partner with 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 EFiling reports and track outstanding EFile 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 (12 days work from home)
- Flexible work schedule
management,gift tax,estate & gift taxation,estate tax,tax review,tax preparation,tax accounting,budget management,e-file,supervision,trust management,returns