Senior Fiduciary Accountant

Job Details

• Location: Boston, MA 02210
• Salary/Payrate: $130K-$140K annually, discretionary bonus, and excellent benefits
• Work Environment: Hybrid (3 days WFH after 30-day ramp-up period)
• Term: Permanent / Full-time
• Bachelor's Degree
  
  Required:
  
  Yes
• Referral Fee: $500 referral bonus available

CANDIDATES MUST HAVE 1040/1041 EXPERIENCE

• Prepare timely fiduciary, gift tax, foundation, partnership, and personal tax returns, focusing on complex filings and problem resolution.
• Work closely with the Director in a supportive and collaborative manner.
• Serve as a resource for junior tax accountants.
• Provide backup coverage for the Director when necessary.
• Communicate directly with department clients as authorized and review the tax preparation work of other accountants.
• Provide expert tax advice to the Director, other accountants, and department clients, including Private Client Department partners.
• Participate in the new hire interview process and provide input on performance reviews for junior staff and support staff.
• Handle additional responsibilities as assigned.

• Bachelor's degree required;
  Master's in Taxation preferred.
• 7 years of experience as a fiduciary, charitable, partnership, and personal tax preparer, including all phases of tax preparation and analysis.
• Prior experience in a mid-size or larger professional environment is preferred.
• Ability to handle complex tax preparations with minimal supervision.
• Experience with Pro System-fx and Onesource Trust Tax software.

• Advanced knowledge of applicable tax codes and updates.
• High proficiency with tax preparation hardware and software.
• Strong independent working skills with the ability to initiate and complete projects.
• Excellent verbal and written communication skills, with the ability to maintain confidentiality and interact professionally with staff and lawyers.
• Ability to manage multiple responsibilities, work independently, participate in team projects, maintain accurate records, and work well under pressure.
• Detail-oriented, flexible, and committed to strict confidentiality.