Job description
Location
Boston, MA 02210
Salary/Payrate
$130K-$145K annually, discretionary bonus, and excellent benefits.
Work Environment
Hybrid (2 days WFH after a 30-day ramp-up).
Term
Permanent / Full-time
Referral Fee
AMS will pay $500 for successful referrals.
Job Description
CANDIDATES MUST HAVE 1040/1041 EXPERIENCE.
The Senior Fiduciary Accountant is responsible for the accurate preparation and timely filing of fiduciary, charitable, partnership, and personal tax returns, with an emphasis on complex tax returns, while providing backup support for the Director of Tax Services.
Responsibilities
- Prepare timely fiduciary, gift tax, foundation, partnership, and personal tax returns, focusing on complex returns and problem resolution.
- Work closely with the Director in a supportive and collaborative process.
- Serve as a resource for junior tax accountants.
- Provide backup coverage for the Director.
- Communicate directly with clients as authorized and review the work of other tax accountants.
- Provide expert tax advice to the Director, staff, and clients, including partners of the Private Client Department.
- Participate in the new hire interview process and provide input on performance reviews for junior staff and support staff.
- Handle additional responsibilities as assigned.
Qualifications
- 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 problem analysis.
- Prior tax accounting experience in a mid-size or larger professional environment is preferred.
- Ability to work on complex tax preparations with minimal supervision.
- Experience with ProSystem-fx and Onesource Trust Tax software.
Additional Skills/Experience
- 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, tact, diplomacy, and the ability to maintain strict confidentiality.
- Ability to manage multiple responsibilities, work independently, participate as a team member, maintain accurate records, set priorities, and work well under pressure.
- Detail-oriented and flexible.