Trust & Estate Tax Senior Accountant/Supervisor

Trust & Estate Tax Senior Accountant/Supervisor 

We are looking for a dynamic Trust and Estate Tax professional to join our growing team. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is the opportunity for you. We are not your typical CPA Firm, we truly recognize and value our team members and balance between work and life.

Location: Rochester, NY office.    *Work where you do your best work. At Insero, you can choose to be in the office daily or work in a hybrid schedule of up to 3 remote days per week, depending on workload and office needs.

*Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room and firm paid for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks.

Responsibilities:

The responsibilities and requirements associated with the position include but are not limited to:

·         Preparation of Gift & Estate tax returns.

·         Maintain financial records for use in preparation of tax returns and fiduciary accounting.

·         Preparation of Federal & State fiduciary income tax returns for estates and trusts.  

·         Preparation of estate and gift tax projections for estate tax planning purposes.

·         Calculations of estate and gift tax savings attributable to implementation of estate tax planning strategies.

·         Calculations of charitable contribution deductions pertaining to the funding Charitable Trusts and Foundations. 

·         Preparation of final individual income tax returns for decedent.

·         Preparation of tax returns for Charitable Split Interest Trusts is a plus.

·         Preparation of fiduciary accounting reports for Estates & Trusts.

·         Research of Federal and State income tax issues relating to trusts and estates.

·         Research of Federal and State gift and estate tax issues.

·         Preparation of personal income tax returns for grantors, trustees, and beneficiaries of trusts and estates.

·         Assisting manager with responding to tax notices from the Internal Revenue Service (IRS) and State Income Tax Authorities. 

Requirements

Education and Experience

A minimum of 3 years’ experience as a trust and estate accountant along with a Bachelor’s degree in Accounting or related degree required but may be overlooked for more formal work experience. Ideal tax experience servicing complex individuals / 1040 returns and trust and estate returns. Ability to work both independently and as a member of a team.  Able to communicate effectively through both written and oral communication. Have a professional demeanor with excellent communication skills. Enjoy working with people and understand the importance of nurturing and building the firm's clientele. Be ethical, conscientious, detail oriented, and well organized.

Awards & Recognition:

• #4 Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024, 2022)
  
• Best Accounting Firms to Work For (2012–2025)
  
• #1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal)
  

Benefits

We offer competitive salaries, an outstanding paid time off program (4-5 weeks based on level), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, spot bonus program, CPA bonus, a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals.

At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different:

·         We offer excellent advancement opportunities as well as advisor and mentor programs.

·         We invest heavily in training and technology.

·         We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote.

·         We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice.

·         There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion.