Fiduciary Tax Specialist

## Fiduciary Tax Specialist
** Date:
** October 16, 2026

Bond,Schoeneck & King, PLLC, a law firm of 300 attorneys in more than 30practice and industry groups, is accepting applications for a full-time Fiduciary Tax Specialist for its Rochester, New York office to support itstrusts and estates practice. This position will handle advanced fiduciary taxand estate administration matters requiring substantial knowledge of trust andestate taxation, accounting principles, and related reporting obligations.

Theywill also serve as a technical resource to attorneys, fiduciaries, and internal team members and will be expected to exercise independent judgment in evaluating issues, identifying risks, and developing appropriate tax reporting and compliance approaches.
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* Position Responsibilities:

*** Prepare  complex federal and state fiduciary income tax returns for trusts,  estates, and related entities.
* Prepare  Federal and New York 706 Estate Tax returns.
* Prepare  fiduciary accountings.
* Analyze  governing documents, financial records, and tax information to determine  appropriate reporting positions, identify tax issues, and support estate  and trust administration strategy.
* Review  fiduciary accountings, evaluate the tax treatment of distributions,  deductions, basis adjustments, and other tax-sensitive transactions.
* Work  closely with attorneys on taxable estate administration, post-death tax  reporting, and ongoing trust administration matters.
* Analyze  fiduciary accounting income, distributable net income, allocation issues,  filing requirements, and available tax elections.
* Identify  planning opportunities arising during administration and advise on tax  consequences associated with the funding, termination, and ongoing  administration of trusts and estates.
* Manage  deadlines, maintain a high level of accuracy in technical tax work, and  communicate effectively with attorneys, fiduciaries, accountants, and tax  authorities.
* Exercise  independent judgment in recognizing when additional facts are needed,  evaluating unresolved technical issues, and elevating strategic legal  questions where appropriate.
* Performs  other duties as assigned.
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* Job Requirements:

*** Bachelor’s  degree in accounting, taxation, finance, or a closely related field.
* Significant  academic and professional training in tax and accounting principles.
* Proficient  in CCH tax software.
* Proficient  in FAS accounting software.
* Substantial  experience with fiduciary income tax returns, estate and trust  administration, fiduciary accountings, and related tax reporting matters.
* Strong  technical knowledge of federal and state fiduciary income taxation.
* Demonstrated  ability to analyze complex financial and tax records and apply sound  professional judgment.
* Ability  to manage a demanding portfolio of matters with limited supervision.
* Strong  written and verbal communication skills and the ability to work  effectively with attorneys, fiduciaries, and other professionals.
* EA,  or comparable advanced tax credential a plus.

AtBond, exceptional work product and a collegial work environment are cornerstones of our success. We are committed to the communities in which welive and work. Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable,governmental, professional, and community-based organizations. The anticipated annual salary range for this position is $85,000 to $110,000. Actual compensation will be determined based on experience, qualifications, and otherjob-related factors permitted by law.
** An offer of employment from Bond is contingent on:
*** Completion  of a satisfactory conflicts check
* Completion  of a satisfactory background check
* Completion  of a satisfactory reference check
** to apply
*** Bond, Schoeneck & King PLLC provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics,domestic violence victim status or any other status protected by local, stateor federal law. We thank all applicants for their interest and will contact those candidates who are under consideration.
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