Senior Trust & Estate Tax Accountant

Senior Trust & Estate Tax Accountant, Hybrid
Rochester, New York – Preferred
New York State – Required

Insero Talent Solutions is recruiting for a Senior Trust & Estate Tax Accountant / Supervisor on behalf of an established and growing accounting and advisory firm. This opportunity offers the chance to join a specialized Trust & Estate Services practice, working closely with high-net-worth individuals, families, fiduciaries, attorneys, and financial institutions on complex trust, estate, and wealth transfer tax matters.

This position is ideal for an experienced tax professional who enjoys the technical complexities of trust and estate taxation and is looking to further develop their expertise within a collaborative, client-focused environment. Unlike traditional, high-volume tax compliance positions, this role offers exposure to sophisticated fiduciary engagements, estate administration, tax planning, and advisory services.

The successful candidate will have the opportunity to take ownership of engagements, build meaningful client relationships, and contribute to the continued growth of an established practice. Depending on experience, the position may also offer opportunities to review work, mentor junior professionals, and assume additional supervisory responsibilities.

This position offers the opportunity to build a long-term career within a specialized and highly respected area of tax and advisory services. Professionals will gain exposure to sophisticated client engagements, work alongside experienced practitioners, and continue developing technical expertise in trust and estate taxation. For individuals who enjoy complex tax matters, meaningful client interaction, and the opportunity to grow within a collaborative professional services environment, this role offers an exciting next step.

Responsibilities

• Prepare and/or review federal and state fiduciary income tax returns for trusts and estates, including Form 1041.
• Prepare and/or review federal estate and gift tax returns, including Forms 706 and 709.
• Maintain, reconcile, and analyze financial records for trusts and estates, ensuring accurate reporting and compliance.
• Prepare fiduciary accountings, trust accounting reports, and supporting financial schedules.
• Assist with estate administration and settlement, including preparation of final individual income tax returns for decedents.
• Prepare tax calculations, financial projections, and supporting analyses for estate, gift, and wealth transfer planning strategies.
• Research complex federal and state tax matters, interpret applicable regulations, and assist in developing recommendations for clients.
• Collaborate with estate planning attorneys, financial advisors, trustees, executors, and internal professionals to address client needs and resolve complex tax matters.
• Identify potential tax planning opportunities and provide technical guidance related to trusts, estates, and fiduciary taxation.
• Manage assigned engagements, coordinate deliverables, and maintain strong client relationships.
• Depending on experience, review work prepared by junior team members, provide technical guidance, and assist with training and professional development.

Qualifications

• Bachelor's degree in Accounting or a related field preferred.
• 3 years of relevant experience in trust and estate taxation, fiduciary tax, or a related public accounting environment.
• Experience preparing federal and state fiduciary income tax returns, estate tax returns, and gift tax returns strongly preferred.
• Experience with Forms 1041, 706, and 709 highly desirable.
• Background within public accounting, a trust department, wealth management organization, or another environment involving complex fiduciary tax matters preferred.
• Strong understanding of tax compliance, accounting principles, and financial reporting as they relate to trusts and estates.
• Demonstrated analytical, research, organizational, and problem-solving abilities.
• Strong interpersonal and communication skills, with the ability to work effectively with clients, attorneys, financial advisors, and internal stakeholders.
• Ability to independently manage multiple engagements, prioritize deadlines, and maintain a high degree of accuracy and attention to detail.
• For candidates at the Supervisor level, prior experience reviewing tax returns, managing engagements, or mentoring junior professionals is preferred.