What are the responsibilities and job description for the Senior Tax Accountant position at Daley And Associates, LLC?
Title: Senior Tax Accountant
Location: Boston (Hybrid 3/2)
Compensation: $ 130K to $180K base salary
A professional trust firm in Boston is looking for two Tax professionals. Client is looking for a tax professional with strong hands-on experience in 1040, 1041, K1, and 1065 Tax preparation.
Responsibilities:
- Five-plus years’ experience processing 1040, 1041, K1, and 1065 Taxes
- Prepare individual, trust and estate, fiduciary, partnership, corporate, sub-chapter, non-resident, private foundation, and gift tax returns on the CCH Axcess Tax application. Maintain tracking records in CCH Workstream.
- Review trust tax returns and fiduciary accounting transactions on the OneSource Trust Tax application. Maintain tracking records in OneSource.
- Prepare and review quarterly estimates and tax projections as necessary. Review tax notices and correspond with tax authorities to resolve any discrepancies.
- Research tax matters, update client tax files with relevant findings, and keep up to date with changes in tax law.
- Work requires seasonal overtime.
Requirements:
- Bachelor’s degree in accounting or finance is preferred. Enrolled Agent credential or Certified Public Accountant (CPA), MST, JD, LLM.
- Approximately 5 years of progressively responsible tax-related work experience in order to gain the expertise to prepare and sign tax returns for individuals and trusts.
- Ability to handle multiple projects and to prioritize work to meet mandated deadlines.
- Strong communication skills with clients, trustees, attorneys, and staff.
- Knowledge of the CCH tax program is preferred; knowledge of OneSource Trust Tax is a plus.
- Proficiency with Adobe Acrobat and MS Office, including Outlook, Word, and Excel.
If you are interested in this opportunity, please apply for this position or send me your resume to pkulturides@daleyaa.com
Salary : $130,000 - $180,000