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

Overview

A financial services firm specializing in tax accounting for nonprofit clients is seeking a full-time tax professional. The organization offers comprehensive financial services to individuals, businesses, trusts, estates, and other entities. This role provides an opportunity to work in a stable, growing environment with competitive compensation, excellent benefits, and potential for career advancement.

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 respond to tax-related inquiries.
• 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.

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.
• Experience with Forms 706 and 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.
• Strong organizational, communication, and client management skills.
• Ability to independently manage multiple deadlines during tax season.
• CPA designation is not required.

Compensation & Benefits

• Competitive compensation
• Outstanding benefit packages
• People-first work environment

Location

Rye Brook, New York

Job Type

Full Time