Trust & Estate Tax - HYBRID 2x a month!

Trust & Estate Tax Specialist (CPA)

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.

What you'll do

• 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.

What you need

• 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).

Nice to have

• 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.

Pay

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

• CPA license and CPE reimbursement

Location & schedule

Rochester, NY| Hybrid: 3 days a MONTH

Full-time

Email Your Resume In Word To

Sign in to view email

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.

Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : KS10-1995229L575 -- in the email subject line for your application to be considered.

Kenny Strobel - Lead Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 08/19/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Copyright 2026 Everforth, Inc. All rights reserved.