Senior Trust and Estate Tax Accountant

SENIOR TRUST AND ESTATE TAX ACCOUNTANT

Alario & Associates, CPA PC is a reputable mid-sized CPA firm in the North Central Mass area with offices in Leominster and Worcester, Massachusetts. We are a full-service paperless accounting firm that provides tax, audit, accounting, and business advisory services to clients from various states. Due to our continuing 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.

The Senior Trust and Estate Tax Accountant is responsible for the assistance in management of all trust, estate and gift tax returns for the entire firm. We are seeking a full time individual to be a strategic and collaborative partner with the Management Team.

• Assist in management of 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
• Preparation and review of estate, trust and gift returns
• Preparation and review of individual income tax returns
• Assistance to admin department – knowledge of 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 provided by partners

• Bachelor’s Degree in Accounting
• Minimum of 5 years’ experience working with trust, estate, gift and individual tax returns
• Minimum of 2 years’ experience in supervision of staff and reviewing trust, estate, gift and individual tax returns
• Experience with the interpretation of estate and trust documents
• Ability to perform multiple tasks concurrently with ease, professionalism and positive outlook
• Experience in CCH Axcess Tax and related programs is preferred
• Requires skills 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 competitive salary, pension plan, health insurance, flex time, remote work options, tax season bonus, paid vacation and holidays and continuing education. Alario & Associates, CPA, PC is small enough that you will have direct contact with clients and provide them with a wide variety of tax, accounting and advisory services.