Senior Fiduciary Tax Staff Accountant

Sek - Hagerstown, MD

Full-time - Entry Level

Hagerstown, MD

Merchant Wholesalers, Nondurable Goods

About the position

SEK is currently seeking a full-time Senior Fiduciary Tax Accountant in our Hagerstown, MD office. This position is ideal for individuals with experience in estate and trust accounting and taxation, or for recent accounting graduates eager to learn in this specialized field. As a Senior Fiduciary Tax Accountant, you will be responsible for managing multiple engagements, ensuring client satisfaction, and completing tasks in a timely manner. Your primary duties will include the preparation of fiduciary income tax returns, Federal Form 706, Maryland Form MET 1, and Pennsylvania inheritance tax return (REV-1500). Additionally, you will assist with probate administration in the Orphans' Court. At SEK, we pride ourselves on our rich history and reputation for excellence in accounting, auditing, and tax-related functions. Founded in 1963, our firm has grown to become one of the leading CPA firms in the Quad-State Region, offering a comprehensive range of services including business valuation, employee benefit planning, estate planning, and small business consulting. We are committed to maintaining a positive work environment that encourages employee contributions to our processes and culture. Our firm also supports professional development through programs like the CPA exam incentive program, which includes study time, exam material reimbursement, and bonuses for CPA achievements. We believe in fostering a work-life balance, offering flexible schedules and reduced hours during the summer months to accommodate our employees' personal needs.

Responsibilities

• Responsible for working on multiple engagements, ensuring client satisfaction and timely completion.
• Preparation of fiduciary income tax returns.
• Preparation of Federal Form 706 and Maryland Form MET 1.
• Preparation of Pennsylvania inheritance tax return (REV-1500).
• Preparation of probate administration with the Orphans' Court.

Requirements

• Bachelor's Degree in Accounting.
• Desire and determination to become a CPA or Active CPA license.
• 2-4 years experience preparing fiduciary income tax return, estate tax returns and estate and trust accountings.
• Professional demeanor towards duties and responsibilities, particularly with regard to professional ethics and the exercise of professional judgment.
• Demonstrates problem-solving, organizational, interpersonal, project management, and communication skills.
• Strong community orientation.
• Proficient in Excel and other Microsoft applications.
• Knowledge of UltraTax a plus.

Benefits

• 3+ weeks of PTO
• Flexible schedules (including half-day Fridays in the summer)
• Dress for your day policy (jeans included)
• 401k profit sharing plan
• Tuition Reimbursement Program
• Individual Medical Insurance covered by SEK
• CPA Incentive Program (including study-time, exam material reimbursement, exam fee/application covered by the firm, CPA achievement bonus)