Senior Fiduciary Accountant- 3622809
- Full Time
Job Title: Senior Fiduciary Accountant
Location: Boston MA 02210
Salary/Payrate: $130K-$140K annually, discretionary bonus and
AWESOME benefits!!!
Work Environment: Hybrid (3 days WFH after 30 day ramp up
period)
Term: Permanent / Fulltime
Bachelor’s degree required: Yes
Referral Fee: AMS will pay $500 should the person you refer gets
hired
JOB DESCRIPTION
CANDIDATES MUST HAVE 1040/1041 EXPERIENCE
The Senior Tax Accountant is responsible for the accurate
preparation and timely filing of fiduciary, charitable,
partnership and personal tax returns with an emphasis on more
complex tax returns, and providing back up support for the
Director of Tax Services.
RESPONSIBILITIES:
* Prepares timely filed fiduciary, gift tax, foundation,
partnership, and personal tax returns with an emphasis on more
complex tax returns and problem resolution.
* Works closely with the Director in both a supportive and
collaborative process.
* Works with more Junior Tax Accountants as an available
resource.
* Provides backup coverage for the Director when s/he is absent
from the office.
* Communicates directly with the clients of the department as
authorized; and, as assigned, will review the tax preparation
work of other Tax accountants.
* Provides expert tax advice to the Director, to the other Tax
Accountants, and/or to the clients of the department including
the partners of the Private Client Department as is requested.
* Participates in the new hire interview process and may be asked
to provide his/her input in the performance review process of
more junior Tax Accountants and for the tax accounting support
staff.
* Additional responsibilities as assigned.
QUALIFICATIONS:
* Bachelor’s degree required with a Masters in Taxation
preferred.
* 7+ years’ experience working as a fiduciary, charitable,
partnership and personal tax preparer with experience in all
phases of tax preparation and tax problem analysis and
resolution.
* Prior tax accounting experience in a mid-size or larger
professional industry work environment is preferred.
* Able to work on significantly complex tax preparations with
minimal direct supervision.
* Experience working with ProSystem-fx and Onesource Trust Tax
software.
ADDITIONAL SKILLS/EXPERIENCE:
* Advanced knowledge of applicable tax codes and in changes to
the tax code.
* High proficiency working with the necessary hardware and
software used in tax preparation.
* Have strong independent working skills including ability to
initiate and follow through on projects.
* Good verbal and writing skills, tact and diplomacy as well as
the ability to interact positively with both staff and lawyers as
well as convey a high degree of confidentiality.
* Able to manage multiple responsibilities; work independently;
participate as a team member in projects; maintain accurate
records; set and keep to schedules; set priorities; and work well
under pressure.
* Must be detail oriented and flexible and treat all office
matters with strict confidentiality.

