Position Overview:
We are seeking a Senior Tax Accountant to support our growing tax practice. This position is ideal for a detail-oriented professional who enjoys a mix of traditional tax prep, fiduciary accounting, and close collaboration with attorneys and clients in a boutique environment. The ideal candidate will be experienced in individual and fiduciary tax returns, organized in managing multiple client deliverables, and comfortable working independently.
Key Responsibilities - Tax:
- Prepare and review individual, trust, estate, and gift tax returns (Forms 1040, 1041, 706, 709)
- Support entry-level tax work: roll forward and update Excel-based workpapers
- Process tax returns and scan documents and statements into tax program
- Maintain the tax calendar and assist with administrative tracking
- Correspond with clients regarding outstanding tax items and documentation
- Experience with Forms 1065, 1120S, FBARs, and 1099s is a plus
Key Responsibilities - Accounting:
- Assist with fiduciary accounting
- Review and analyze broker statements and related investment activity
- Research and implement processes for importing transactions into GEMS (prior GEMS experience is a plus but not required)
- Collaborate with attorneys to obtain relevant client financial information
Qualifications:
- Bachelor's degree in Accounting or related field
- CPA or CPA track preferred
- 3+ years of relevant experience in tax preparation and fiduciary accounting
- Proficiency in Microsoft Excel required
- Experience with CCH or similar tax software preferred
- Strong organizational and communication skills
- Comfortable in a small office setting with direct client and attorney interaction