Trust & Estate Tax - HYBRID 2x a month!

If you spend your days in the nuanced world of Form 1041s, grantor trusts, and fiduciary income distribution - and you want a role where that expertise is the core of the job, not a side service - this position was built for you. We are looking for a seasoned CPA to own fiduciary tax compliance and planning for a portfolio of high-net-worth clients, estates, and trusts.

• Prepare, review, and file fiduciary tax returns (Form 1041, related schedules, and K-1s) for federal and multi-state jurisdictions, meeting all deadlines and extensions with high accuracy.

• Advise executors, trustees, and beneficiaries on the tax consequences of trust and estate administration, translating complex IRC rules into clear, actionable guidance.

• Research federal and state tax law developments - including IRS guidance, court cases, and legislative changes - and communicate implications to clients and staff.

• Coordinate with estate planning attorneys, financial advisors, and investment managers to gather data and implement tax-efficient strategies tailored to each client's situation.

• Prepare fiduciary accounting analyses and client‑ready statements supporting tax reporting and ongoing administration.

• Supervise and mentor junior tax preparers, reviewing their work and reinforcing quality standards across the team.

• Support client development by participating in meetings, drafting proposals, and presenting planning opportunities in plain language.

• Active CPA license.

• 3+ years of hands‑on experience preparing and reviewing fiduciary tax returns, with strong command of Form 1041, K-1s, grantor trust rules, and income distribution principles.

• Solid working knowledge of estate tax fundamentals, basis reporting, and relevant IRC sections.

• Proven ability to research tax issues using authoritative sources and communicate conclusions clearly in writing and in conversation.

• Experience working directly with clients or professional advisors (attorneys, financial planners, or similar).

• Experience with individual income tax returns (Form 1040) in the context of trust distributions and beneficiary reporting.

• Familiarity with practice management systems and tax preparation software (e.g., Thomson Reuters, CCH, or similar).

• Prior experience mentoring or training junior staff in a public accounting or wealth management environment.

• Exposure to state‑specific fiduciary tax rules across multiple jurisdictions.

$80,000-$105,000/yr depending on experience

• CPA license and CPE reimbursement

Rochester, NY| Hybrid: 3 days a MONTH

Full-time