Trust and Estate Tax Supervisor

Insite US; Buffalo (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Confidential Upstate New York-based public accounting firm seeks a Trust & Estate Tax Senior Accountant / Supervisor to join its growing team. The role offers flexible work arrangements and opportunities to advance technical expertise across a varied client base.

The position emphasizes professional development and client relationships, with remote work up to three days per week depending on business needs.

Qualifications

• At least 4 years of experience within trust and estate taxation.
• Bachelor's degree in Accounting or related discipline preferred; equivalent practical experience may be considered.
• Strong experience preparing complex individual tax returns (1040) alongside trust and estate returns.
• Good understanding of federal and state fiduciary, gift and estate tax requirements.
• Excellent written and verbal communication and attention to detail.

Responsibilities

• Prepare federal and state estate, gift and fiduciary income tax returns.
• Manage tax compliance for trusts, estates and high-net-worth individuals.
• Maintain financial records and prepare fiduciary accounting reports.
• Assist with estate and gift tax planning, including projections and tax-saving calculations.
• Prepare final individual tax returns for deceased individuals.
• Calculate charitable contribution deductions relating to charitable trusts and foundations.
• Research complex federal and state tax legislation affecting trusts, estates and gift taxation.
• Prepare individual tax returns for grantors, trustees and beneficiaries.
• Assist with responding to IRS and state tax authority notices.
• Support the implementation of estate planning strategies and identify opportunities to improve tax efficiency.
• Experience with charitable split-interest trusts would be advantageous.

Skills

Trust & Estate tax

Tax compliance

Communication skills

Education

Bachelor's degree in Accounting

Job description

Location: Confidential - Upstate New York

Trust & Estate Tax Senior Accountant / Supervisor

An established and growing public accounting firm is seeking an experienced Trust & Estate Tax professional to join its expanding team. This is an excellent opportunity for someone looking to develop their technical expertise, work with a varied client base and progress within a supportive, people-focused environment.

The firm places a strong emphasis on professional development, work-life balance and building long-term careers. Flexible working arrangements are available, with the option of working remotely up to three days per week, depending on business requirements.

Key Responsibilities

• Prepare federal and state estate, gift and fiduciary income tax returns.

• Manage tax compliance for trusts, estates and high-net-worth individuals.

• Maintain financial records and prepare fiduciary accounting reports.

• Assist with estate and gift tax planning, including projections and tax-saving calculations.

• Prepare final individual income tax returns for deceased individuals.

• Calculate charitable contribution deductions relating to charitable trusts and foundations.

• Research complex federal and state tax legislation affecting trusts, estates and gift taxation.

• Prepare individual tax returns for grantors, trustees and beneficiaries.

• Assist with responding to IRS and state tax authority notices.

• Support the implementation of estate planning strategies and identify opportunities to improve tax efficiency.

• Experience with charitable split-interest trusts would be advantageous.

Experience & Qualifications

• At least 4 years of experience within trust and estate taxation.

• Bachelor's degree in Accounting or a related discipline preferred; equivalent practical experience may be considered.

• Strong experience preparing complex individual tax returns (1040) alongside trust and estate returns.

• Good understanding of federal and state fiduciary, gift and estate tax requirements.

• Ability to work independently while contributing effectively within a wider team.

• Strong written and verbal communication skills.

• Excellent attention to detail, organisation and time management.

• A professional and client-focused approach, with an interest in developing long-term client relationships.

• Benefits discussed on briefing call

The Opportunity

Joining this firm offers the chance to become part of a collaborative and growing tax practice where employees are encouraged to take ownership of their development and build meaningful client relationships.

The firm has received consistent recognition for its workplace culture, employee satisfaction and career development opportunities. With a strong focus on flexibility, progression and employee wellbeing, it provides an environment where professionals can develop their careers over the long term.