Senior Tax Accountant – Trusts and Estates - staffingagency@unirvese.cloud

Job Summary

We are looking for a full-time Senior Tax Accountant to join our team as a strategic and collaborative partner to the Management Team. This role is responsible for supporting the management of all trust, estate, and gift tax returns across the firm.

Responsibilities:

• Assist in overseeing the estate and trust department, including supervising staff members.
  
• Help 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 budgets against actual client productivity.
  
• Perform additional duties as assigned by partners.