What are the responsibilities and job description for the Trust & Estate Tax Senior Accountant/Supervisor position at Insero Advisors, LLC?
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.
Create your next chapter with Insero.
We’re growing—across our services, our teams, and our impact. If you’re ready for new challenges, meaningful client relationships, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture. Insero is a leading accounting and business advisory firm serving clients across New York State. Our core value—Be Passionate About People—guides everything we do. Our culture is authentic, supportive, and recognized.
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 (2023-2026, Rochester Business Journal)
- #4 Best Places to Work for Career Growth
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.
- 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.
Salary : $72,000 - $95,000