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 growth and development opportunities to assist with both your personal and professional goals. If you are ready for a new challenge, this is the opportunity for you.

Location: Rochester, NY office. You may work in the office daily or in a hybrid schedule of up to 3 remote days per week, depending on workload and office needs.

• 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.

A minimum of 3 years’ experience as a trust and estate accountant, along with a Bachelor’s degree in Accounting or related degree. Ideal tax experience servicing complex individuals / 1040 returns and trust and estate returns. Ability to work independently and as part of a team. Must communicate effectively in writing and orally. Professional demeanor, excellent communication skills, ethical, conscientious, detail-oriented, and well-organized.

Base pay range is $70,000 – $92,000 annually. This range is base pay only and does not include other components that make up the total rewards package, such as discretionary spot bonuses or other incentives. Actual compensation depends on skills, experience, qualifications, education, and geographic location.

Competitive salaries, generous paid time off (4-5 weeks based on level), 16 paid holidays, remote/hybrid work flexibility, 401(k) plan with firm contributions, tuition reimbursement, 100% employer paid parking, spot bonus program, CPA bonus, various medical plan options with opt-out dollars if not needed.

Additional benefits include:

• Excellent advancement opportunities with advisory and mentor programs.
• Significant investment in training and technology.
• Flexibility with an hybrid working environment.
• Serving a wide variety of clients and offering many compliance and consulting services.
• Opportunities to get involved from day one in initiatives for outreach, innovation, wellness, diversity, equity, and inclusion.