Sr. Accountant, Robert Half

Sr. Accountant

Robert Half

Location:

United States, Worcester

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are looking for a Sr. Accountant to join our team in Worcester, Massachusetts. In this role, you will be responsible for managing various aspects of accounting and finance, including processing customer applications, maintaining accurate records, and resolving customer inquiries. This position is crucial for maintaining the financial health and transparency of our operations.

Job Responsibility:

Interpret estate and trust documents for proper tax filings
Assist in the management of the estate and trust department, including supervision of staff
Monitor firm budgets to actual for client productivity
Preparation and review of individual income tax returns, estate, trust and gift returns
Assist in maintaining and monitoring deadline due dates for tax returns
Provide assistance to the admin department – knowledge of assembly and production of completed tax returns as well as extension requests
Produce E-Filing reports and monitor outstanding E-File needs as necessary
Perform other duties provided by partners
Process customer credit applications accurately and efficiently
Maintain accurate customer credit records

Requirements:

Possession of a Bachelor's degree in Accounting, Finance, or a related field
Minimum of three years of relevant experience in the field of accounting
Proficiency in account reconciliation, balance sheet reconciliation, bank reconciliations, and general ledger
Experience with journal entries and month-end close procedures
Proficiency in Microsoft Excel
Familiarity with trust operations
Exceptional attention to detail and accuracy
Strong analytical skills
Excellent written and verbal communication skills
Ability to work independently and as part of a team
Ability to handle multiple tasks and meet deadlines
Strong ethical standards and integrity
Knowledge of accounting software and applications
CPA certification is a plus but not required

Nice to have:

CPA certification

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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