Senior Tax Accountant – Estates & Trusts (Partial Remote) #ESF2603

ExpertHiring•Village of Port Chester, NY

8d•Hybrid

About The Position

Provide total financial services to individuals, large and small businesses, trusts, estates and other entities. This firm provides tax accounting to nonprofit clients. They offer outstanding benefit packages and a people-first work environment. It is a stable, growing company with tremendous opportunity for career advancement and competitive compensation and benefits.

Requirements

Experience working within a small to mid-sized public accounting firm.
Strong tax preparation and/or tax review experience.
Hands-on experience with corporate, partnership, fiduciary, estate, and individual tax returns.
Strong organizational, communication, and client management skills.
Ability to independently manage multiple deadlines during tax season.

Nice To Haves

Experience with Forms 706 & 709 strongly preferred.
Experience with Forms 1041 and 990 highly preferred.
Experience handling write-ups, sales tax, and payroll tax filings.
UltraTax experience is a major plus.
CPA designation is not required.

Responsibilities

Prepare and review individual, corporate, partnership, fiduciary, estate, and nonprofit tax returns.
Handle Forms 1040, 1041, 1065, 1120/1120S, 706, 709, and 990 returns.
Complete accounting write-ups and bookkeeping adjustments.
Prepare sales tax and light payroll tax filings.
Work directly with clients to collect tax documentation and answer tax-related questions.
Utilize UltraTax software for tax preparation and review, where applicable.
Support tax planning, compliance, and client deliverables during busy tax seasons.
Collaborate closely with partners and accounting staff to meet deadlines and maintain quality standards.