Trust & Estate Tax Senior Accountant/Supervisor

**Trust & Estate Tax Senior Accountant/Supervisor**

We are looking for a dynamic Trust and Estate Tax professional to join our growing team. We offer tremendous growth and

development opportunities to assist with both your personal and professional

goals. Are you ready for a new challenge? If you are interested in working in a

vibrant firm with stimulating assignments and growth potential, this is the

opportunity for you. We are not your typical CPA Firm, we truly recognize and value our team members and balance between work and life.

**Location:**Rochester, NY office. \*Work where you do your best work. At Insero,

you can choose to be in the office daily or work in a hybrid schedule of up to 3

remote days per week, depending on workload and office needs.

**\*Our office is located in the heart of downtown Rochester. There is easyaccess to great restaurants and events, and featured amenities such ascollaboration spaces, game room and firm paid for underground parking in asecure garage. We also have comfortable break rooms fully stocked withcomplimentary drinks and snacks.**

**Responsibilities:**

The responsibilities and requirements

associated with the position include but are not limited to

• Preparation of Gift & Estate tax returns.

• Maintain financial records for use in preparation of tax

returns and fiduciary accounting.

• Preparation of Federal & State fiduciary income tax

returns for estates and trusts.

• Preparation of estate and gift tax projections for estate tax

planning purposes.

• Calculations of estate and gift tax savings attributable to implementation

of estate tax planning strategies.

• Calculations of charitable contribution deductions pertaining

to the funding Charitable Trusts and Foundations.

• Preparation of final individual income tax returns for

decedent.

• Preparation of tax returns for Charitable Split Interest

Trusts is a plus.

• Preparation of fiduciary accounting reports for Estates &

Trusts.

• Research of Federal and State income tax issues relating to

trusts and estates.

• Research of Federal and State gift and estate tax issues.

****

• Preparation of

personal income tax returns for grantors, trustees, and beneficiaries of trusts

and estates.

• Assisting manager

with responding to tax notices from the Internal Revenue Service (IRS) and

State Income Tax Authorities.

Requirements

**Educationand Experience**

A minimum of 3 years’ experience as a trust

and estate accountant along with a Bachelor’s degree in Accounting or

related degree required but may be overlooked for more formal work experience. Ideal tax experience servicing complex individuals / 1040 returns and

trust and estate returns. Ability to work both independently and as a

member of a team. Able to communicate effectively through both written

and oral communication. Have a professional demeanor with

excellent communication skills. Enjoy working with people and understand the

importance of nurturing and building the firm's clientele. Be ethical,

conscientious, detail oriented, and well organized.

**Salary Information:**

In the spirit of pay transparency, we are excited to share

that the base pay range for this position is $70,000 - $92,000

annually. Please keep in mind that this range is base pay only and does not

consider other components that make up the total rewards package for the

position such as eligibility to receive discretionary spot bonus incentives. This

range is a reasonable estimate of the current salary range for this position.

Actual compensation is influenced by a variety of factors including but not

limited to skills, experience, qualifications, and/or education and geographic

location. It is not typical for a candidate to be hired at or near the

top of the range for their role and compensation decisions are dependent on the

capabilities and experience of the candidate. Incentives, if any, depend on

various factors, including, without limitation, individual and firm performance.

**Createyour next chapter with Insero.**

We’re growing—across our services, our teams, and our impact. If

you’re ready for new challenges, meaningful client relationships, and the

opportunity to shape your own career path, this is your chance to do it with a

firm that truly *walks the talk* on culture. Insero is a leading

accounting and business advisory firm serving clients across New York State.

Our core value—**Be Passionate About People**—guides everything we do. Our

culture is authentic, supportive, and recognized.

​

**Awards& Recognition:**

• **#4 Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024, 2022)**
• **Best Accounting Firms to Work For (2012–2025)**
• **#1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal)**

Benefits

We offer competitive

salaries, an outstanding paid time off program (4-5 weeks based on level), 16

paid holidays, remote/hybrid work flexibly, 401(k) plan with firm

contributions, tuition reimbursement program, 100% employer paid parking, spot

bonus program, CPA bonus, a variety of different medical plan options along

with opt-out dollars if you do not need medical ins coverage. In addition, we

offer tremendous growth and development opportunities to assist with both your

personal and professional goals.

At Insero, we’re

committed to transforming the employee experience, beyond industry standards to

enable you to build your ideal career. Let us show you how life at Insero is

different

• We offer

excellent advancement opportunities as well as advisor and mentor programs.

• We

invest heavily in training and technology.

• We focus

on flexibility, with an amazing hybrid working environment giving you the

ability to work in the office as well as from home/remote.

• We serve

a wide variety of clients and offer many compliance and consulting services,

giving our team members opportunities to explore different areas of practice.

• There

are also many opportunities to get involved from day one, including our

initiatives for outreach, innovation, wellness, and diversity, equity, and

inclusion.