Senior Tax Accountant – Estate, Gift and Nonprofit Specialist

Responsibilities

• Independently prepare and review Form 706 estate tax returns, Form 709 gift tax returns, and Form 990 nonprofit returns.
• Manage multiple complex engagements across corporations, partnerships, estates, trusts, and nonprofits with minimal oversight.
• Review and sign off on work prepared by junior staff, ensuring accuracy and completeness.
• Research and deliver client-ready answers to nuanced tax issues without escalation.

Requirements

• Experience in a small to mid-sized public accounting firm environment.
• Strong proficiency in UltraTax.
• Comfortable working full-time in-office from December through April, including weekends and extended evenings during tax season.
• Client-facing role requiring the ability to handle technical tax questions, explain planning strategies, and manage client expectations during high-stress periods.

Qualifications

• No requirement for a CPA certification, but a strong background in estate, gift, and nonprofit taxation is essential.

Skills

• UltraTax proficiency

Benefits

• Flexible remote work options from May through November, including partial remote schedules during summer months.

Pay

• Not specified

Schedule

• Full-time in-office from December through April, including weekends and extended evenings during tax season.
• Remote work options from May through November, including partial remote schedules during summer months.