Fiduciary Tax Specialist

Fiduciary Tax Specialist – Trusts & Estates

Rochester, NY | Established Law Firm | $85,000–$110,000

Are you an experienced tax professional who enjoys the complexities of trust and estate taxation? Looking for an opportunity to apply your technical expertise in a collaborative, professional environment?

We are partnering with a highly respected, established law firm in Rochester, NY, seeking an experienced Fiduciary Tax Specialist to join its Trusts & Estates practice.

This is an excellent opportunity for a tax professional who enjoys challenging, sophisticated work and wants to play an important role in estate and trust administration. You'll work closely with experienced attorneys, fiduciaries, and other professionals, providing valuable tax expertise and helping clients navigate complex financial and estate matters.

The ideal candidate brings strong technical knowledge, attention to detail, and the confidence to work independently while contributing to a supportive, team-oriented environment.

Key Responsibilities

Prepare complex federal and state fiduciary income tax returns for trusts, estates, and related entities.

Prepare federal and New York State estate tax returns (Form 706).

Prepare and review fiduciary accountings, ensuring accuracy and compliance.

Analyze trust documents, financial records, and tax information to identify reporting requirements, tax implications, and potential issues.

Collaborate with attorneys on estate administration, post-death tax reporting, and ongoing trust administration.

Evaluate distributions, deductions, basis adjustments, distributable net income, and other tax-sensitive transactions.

Identify tax planning opportunities and provide guidance on the funding, administration, and termination of trusts and estates.

Research and resolve complex fiduciary tax matters, exercising independent judgment and recognizing when additional guidance may be needed.

Manage multiple matters and deadlines while maintaining a high level of accuracy and professionalism.

Communicate effectively with attorneys, fiduciaries, accountants, and tax authorities.

Qualifications

Bachelor's degree in Accounting, Taxation, Finance, or a related field.

Substantial experience in fiduciary income tax preparation, estate and trust administration, and fiduciary accountings.

Strong knowledge of federal and New York State fiduciary income and estate taxation.

Proficiency with CCH tax software and FAS accounting software .

Ability to analyze complex financial information, research tax issues, and exercise sound professional judgment.

Strong organizational skills with the ability to manage multiple priorities and deadlines independently.

Excellent written and verbal communication skills.

Enrolled Agent (EA) designation or comparable advanced tax credential is a plus.

Why Consider This Opportunity?

Established, respected law firm: Join an organization known for its professional expertise and long-standing reputation.

Challenging, meaningful work: Apply your technical skills to sophisticated trust and estate tax matters.

Collaborative environment: Work alongside experienced attorneys and professionals who value your knowledge and contributions.

Professional growth: Continue developing your expertise while gaining exposure to a variety of complex fiduciary tax and estate administration matters.

Stability and long-term opportunity: Become part of an established practice that values quality work, professionalism, and teamwork.

Compensation

Annual Salary: $85,000–$110,000