Trust & Estate Tax Supervisor - Flexible/Remote

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

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.