Job Description

Insero Talent Solutions is recruiting for an Estate & Income Tax Accountant for a small law firm in the Rochester, NY area. This person will be responsible for providing financial and tax support and assistance to supervising attorneys in all aspects of estate and trust administration and tax preparation.

Responsibilities:

• Prepare and/or review of fiduciary and personal tax returns. Charitable Trust administration and tax reporting.
• Marshal assets by contacting banks, brokerage houses, and appraisers. Open, establish, and maintain estate checking accounts. Pay decedent’s bills and administration expenses. Prepare and file inventory of assets with the Surrogate’s Court.
• Prepare and file Federal and New York state estate tax returns. Compile all information required to prepare annual income tax returns. Prepare and monitor extensions to assure that tax returns are filed by deadline. Review completed tax returns, prepare checks, obtain necessary signatures, and forward to taxing authorities. Forward executed tax returns to accountants; maintain archival files.
• Assure that estate or trust accounts are sufficiently funded to pay expenses. If necessary, communicate with necessary parties to transfer funds between accounts.
• Manage trust and probate administration case matter and deadlines.
• Interpret Wills and Trust document to determine beneficiaries and persons entitled to notice.
• Prepare receipts and releases and related settlement documents.
• Preparation of fiduciary accountings.
• Coordinate payments of insurance premiums for trusts that maintain insurance policies. This may involve requesting funds from the client.
• Research and investigate any requests, problems or issues, and resolve with appropriate parties.
• Responsible for client contact and communication to clients.
• Maintain up-to-date time reports to ensure accurate client billing.
• Other duties may be requested and/or assigned.

Requirements:

A college degree in accounting, finance, business and a minimum of 3 years of experience in tax preparation and/or accounting required. CPA license preferred. Ability to manage calendar notice deadlines. Ability to work both independently and as a member of a team and to communicate effectively through both written and oral communications.

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