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 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.

• deliver accurate BAS lodgements • maintain clean financial records • provide clients with clear, actionable financial insights • Prepare and lodge accurate Business Activity Statements (BAS) and Instalment Activity Statements (IAS) • Ensure GST and payroll liabilities are reconciled and compliant with ATO regulations • Maintain accurate financial records and full sets of accounts across a portfolio of clients • Collaborate with bookkeeping and tax teams to ensure accuracy of transaction recording • Assist in preparing monthly management accounts and financial reports

Role Description MDpanel is seeking a highly motivated and detail-oriented Senior Accountant to join our growing Finance team. This role is responsible for supporting the organization's accounting operations, ensuring the accuracy and integrity of financial records, and delivering timely financial reporting. The Senior Accountant will play a key role in the month-end close process, financial analysis, account reconciliations, audit support, and continuous process improvement initiatives. Reporting to the Controller, this individual will collaborate across departments to support financial workflows, maintain compliance with accounting standards, and contribute to the successful integration of newly acquired entities in a dynamic, private equity-backed environment. The ideal candidate is analytical, organized, systems-oriented, and thrives in a fast-paced setting. Qualifications - Bachelor's degree in Accounting, Finance, or a related field. - Minimum of 3 years of progressive accounting experience. - Strong understanding of accounting principles, financial reporting, and general ledger accounting. - Hands-on experience with NetSuite is required. - Advanced proficiency in Microsoft Excel. - Strong analytical, problem-solving, and organizational skills. - Exceptional attention to detail and commitment to accuracy. - Effective written and verbal communication skills. - Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Requirements - CPA certification or active pursuit of CPA designation (nice to have). - Experience within healthcare, medical-legal, or professional services organizations (nice to have). - Experience supporting process improvement initiatives and system implementations (nice to have). - Experience integrating newly acquired entities within a private equity-backed environment (nice to have). - Familiarity with multi-entity accounting and financial consolidation processes (nice to have). Benefits - The salary range for this position is provided as an estimate based on current market conditions and company benchmarks. Actual compensation may vary depending on factors such as experience, qualifications, skills, location, and internal equity. - We are unable to provide sponsorship assistance currently. All applicants must have a valid work authorization for the country in which they are applying. - This compensation range is subject to change at any time and may not be applicable to all candidates. - We are committed to ensuring fair and equitable pay practices and encourage applicants to discuss any questions or concerns regarding compensation during the interview process. Company Description MDpanel is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all associates feel valued, respected, and supported. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic. We are dedicated to fostering a culture of inclusion and belonging and encourage applicants of all backgrounds to apply. If you require accommodations during the application or interview process, please contact hr@mdpanel.com.

• Manage a growing portfolio of SMSF customers • Deliver financial statements, tax returns, and compliance obligations • Contribute to process improvements and customer experience initiatives • Build relationships with internal teams and external stakeholders • Influence how Stake delivers SMSF services at scale