Senior Trust and Estate Tax Accountant

About the role

Alario & Associates, CPA PC, a reputable mid-sized CPA firm in the North Central Massachusetts area, is seeking a Senior Trust and Estate Tax Accountant to join our team and eventually manage our Trust and Estate department. This full-time position involves strategic collaboration with the Management Team.

Responsibilities

• Assist in managing the estate and trust department, including supervision of staff
• Maintain and monitor deadline due dates for tax returns
• Interpret estate and trust documents for proper tax filings
• Prepare and review estate, trust, and gift tax returns
• Prepare and review individual income tax returns
• Assist the administrative department with assembly and production of completed tax returns and extension requests
• Produce E-Filing reports and monitor outstanding E-File needs
• Monitor firm budgets to actual for client productivity
• Perform other duties as assigned by partners

Requirements

• Bachelor’s Degree in Accounting
• Minimum of 5 years’ experience working with trust, estate, gift, and individual tax returns
• Minimum of 2 years’ experience in supervision of staff and reviewing trust, estate, gift, and individual tax returns
• Experience interpreting estate and trust documents
• Ability to perform multiple tasks concurrently with professionalism and a positive outlook
• Proficiency with MS Word, Excel, Outlook, and other common office tools
• Willingness and ability to support the firm’s growth
• Experience with CCH Axcess Tax and related programs is preferred

Benefits

• Competitive salary
• Pension plan
• Health insurance
• Flex time and remote work options
• Tax season bonus
• Paid vacation and holidays
• Continuing education opportunities