Senior Trust and Estate Tax Accountant

Job overview

The Senior Trust and Estate Tax Accountant role is hybrid, with Rochester, NY preferred and New York State required; compensation is not specified. The position supports a specialized Trust and Estate Services practice serving individuals, families, fiduciaries, attorneys, and financial institutions.

What you'll do

• Prepare and/or review federal and state fiduciary income tax returns, including Form 1041, and estate and gift tax returns, including Forms 706 and 709
• maintain and analyze trust and estate financial records
• prepare fiduciary accountings and schedules
• assist with estate administration and decedent returns
• research tax matters
• support tax planning
• manage engagements and client relationships
• depending on experience, review junior staff work and provide technical guidance.

What we're looking for

Skills & competencies

senior tax accountant

trust and estate tax

fiduciary tax

form 1041

forms 706 and 709

rochester ny

hybrid

tax planning

estate administration

client engagements

Work arrangement

• Weekend coverage required

Why this role

The role offers exposure to fiduciary engagements, estate administration, tax planning, and advisory services; supervisory and mentoring responsibilities may be available depending on experience.

About the employer

Insero Talent Solutions is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.