Why Join us? 

We are a reputable mid-sized CPA firm in the North Central Massachusetts area with offices in Leominster and Worcester. As a full-service paperless accounting firm, we provide tax, audit, accounting, and business advisory services to clients from various states. Due to our continued expansion and growth, we are seeking a Senior Trust and Estate Tax Accountant to join our team and manage our Trust and Estate department in the future.

Summary of responsibilities:

The Senior Trust and Estate Tax Accountant will assist in managing all trust, estate, and gift tax returns for the firm. We are seeking a full-time individual to be a strategic and collaborative partner with the Management Team.

How you will contribute:

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

What we need from you: 

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

We offer a full benefit package, including a competitive salary, pension plan, health insurance, flex time, remote work options, tax season bonus, paid vacation and holidays, and continuing education. Our firm is small enough that you will have direct contact with clients and provide them with a wide variety of tax, accounting, and advisory services.

We are a equal opportunity employer and strongly encourage applicantsfrom culturally diverse backgrounds and/or historically under-represented communities. We do not discriminate on the basis of race, color, religion or belief, disability, gender, nationality, ethnicity, sex, gender identity or expression, sexual orientation or any other status protected by law. We are a committed to equal employment opportunity.

If you are looking for a firm where you can grow in a family-oriented team and have flexibility to maintain work-life balance, apply today for consideration.