What are the responsibilities and job description for the Senior Tax Accountant position at Efficus, Inc.?
Job Title: Senior Tax Accountant - Trusts and Estates
Location: Leominster, MA (Hybrid)
Duration: Full-time permanent
Job Summary
We are seeking a highly skilled Senior Tax Accountant to collaborate with our Management Team as a strategic partner. This role is responsible for overseeing the management of trust, estate, and gift tax returns across the firm.
Key Responsibilities:
Location: Leominster, MA (Hybrid)
Duration: Full-time permanent
Job Summary
We are seeking a highly skilled Senior Tax Accountant to collaborate with our Management Team as a strategic partner. This role is responsible for overseeing the management of trust, estate, and gift tax returns across the firm.
Key Responsibilities:
- Oversee the estate and trust department, including supervising staff members.
- 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 performance against productivity benchmarks.
- Perform additional duties as assigned by partners.
- 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.
