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Senior Tax Accountant

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Sechrest & Bloom, LLC

2021-12-03 07:32:29

Job location Acton, Massachusetts, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Sechrest & Bloom, LLC is seeking a dedicated and motivated CPA (or Enrolled Agent) to join our Team. The ideal candidate possesses the following:

· Bachelor's degree in Accounting (and/or a Masters in Accounting/Taxation).

· At least 2-3 years of public accounting experience preparing 1040 income tax returns.

· Experience preparing 1041 fiduciary tax returns for trusts and estates.

· Experience preparing 706 and M-706 estate tax returns as well as 709 gift tax returns.

· Strong communication, organization, analytical, client service and PC skills.

· A strong work ethic in taking ownership of assignments.

· Time management skills.

· Solid verbal and written communication skills.


The candidate's responsibilities include the following:


· Preparation of individual, trust & estate, corporate, and partnership income tax returns. With a focus on trust & estate returns.

· Preparation of estate tax returns.

· Tax planning for individual, trust & estate, and business clients.

· Responding to client inquiries and corresponding with clients.

· Having meetings with clients to discuss their tax planning and tax preparation.


We offer a competitive compensation package including an excellent salary, bonuses, a Simple IRA retirement plan with employer matching contributions, paid time off, and medical and dental insurance. Most importantly, we offer a flexible work-life balance to meet your goals outside of the office.


If you'd like to work on a wonderful team in an excellent environment on a diverse group of clients, we're interested in having you join us!


About Sechrest & Bloom, LLC

Sechrest & Bloom, LLC is an intellectually driven, knowledgeable, and disciplined CPA and wealth management firm located in Acton, MA. Our team specializes in tax planning and tax return preparation for individuals, businesses, and trusts & estates, including providing accounting and bookkeeping services. We're also an independent, fee-only financial planning firm that is committed to providing the highest standard of fiduciary client service as a Registered Investment Adviser (RIA). We manage all tax, financial, and life planning issues in an educational and guiding approach.

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