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Remote Tax Research Jobs in Rochester, NY (NOW HIRING)

Insero Advisors, LLC

Tax Staff Accountant

Rochester, NY · On-site +1

$60K - $64K/yr

At Insero, you can choose to be in the office daily or work in a hybrid schedule of up to 3 remote ... basic tax research projects. Developing an understanding of tax software for compliance.

TEKsystems

Web Analyst

Rochester, NY · Remote

$35 - $50/hr

Additional Skills & Qualifications This is a fully remote position within the United States, with a ... Primary Responsibilities Experimentation & CRO (25%) • Partner with CRO, UX Research, Design, and ...

TEKsystems

Web Analyst

Rochester, NY · Remote

$35 - $50/hr

Additional Skills & Qualifications This is a fully remote position within the United States, with a ... Primary Responsibilities Experimentation & CRO (25%) • Partner with CRO, UX Research, Design, and ...

All JobsTax Research JobsRemote Tax Research JobsRemote Tax Research Jobs in Rochester, NY

Remote Tax Research information

What are some common challenges faced by professionals in remote tax research roles, and how can they be addressed?

Remote tax research professionals often encounter challenges such as staying updated with frequently changing tax laws, managing time effectively without in-person supervision, and accessing reliable resources for complex tax issues. To overcome these challenges, it's essential to establish a structured daily routine, utilize reputable online tax databases, and maintain regular communication with colleagues through virtual meetings or chat platforms. Additionally, participating in professional tax forums and ongoing training can help keep knowledge current and foster collaboration in a remote environment.

What is Remote Tax Research?

Remote Tax Research involves analyzing and interpreting tax laws, regulations, and rulings from a remote location, typically using online databases and communication tools. Professionals in this field support clients or organizations by providing up-to-date tax guidance, identifying compliance issues, and recommending strategies to minimize tax liabilities. They may work for accounting firms, legal practices, or as independent consultants, and must stay current with changing tax codes at the federal, state, and sometimes international levels. Remote Tax Researchers often collaborate with other tax professionals and rely heavily on digital resources to perform their work efficiently.

What are the key skills and qualifications needed to thrive as a Remote Tax Researcher, and why are they important?

To thrive as a Remote Tax Researcher, you need a strong understanding of tax laws, accounting principles, and experience in tax research or compliance, usually backed by a degree in accounting, finance, or a related field. Proficiency in tax research databases (such as CCH, Thomson Reuters, or Bloomberg Tax), tax preparation software, and advanced Excel skills is typically required. Analytical thinking, attention to detail, and effective written communication are crucial soft skills for interpreting complex regulations and delivering clear guidance. These skills ensure accurate tax analysis, support compliance, and enable productive collaboration with remote teams or clients.

What is the difference between Remote Tax Research vs Remote Tax Preparation?

AspectRemote Tax ResearchRemote Tax Preparation
Primary FocusAnalyzing tax laws, researching complex tax issues, providing guidancePreparing and filing tax returns for individuals or businesses
Required SkillsTax law knowledge, research skills, analytical thinkingData entry, accuracy, familiarity with tax software
CertificationsEnrolled Agent, CPA, or similar credentials often preferredEnrolled Agent, CPA, or similar credentials often preferred
Work EnvironmentRemote, often independent or consulting rolesRemote, often client-facing or firm-based roles

Remote Tax Research involves analyzing tax laws and providing guidance on complex issues, while Remote Tax Preparation focuses on preparing and filing tax returns. Both roles require similar credentials and often operate in remote environments, but their core tasks differ significantly.

What are popular job titles related to Remote Tax Research jobs in Rochester, NY? For Remote Tax Research jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Remote Tax Research jobs in Rochester, NY look for? The top searched job categories for Remote Tax Research jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Remote Tax Research jobs? Cities near Rochester, NY with the most Remote Tax Research job openings:
Remote Tax Research jobs near you

Tax Manager - Estate & Trust

Benaiah Consulting Group. LLC

Rochester, NY • Remote

$135K - $165K/yr

Full-time

Posted 28 days ago

Job description

Trust & Estate Tax Manager | 100% Remote

$130-160K Base + Bonus + 100% Employer-Paid Benefits

Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading.


Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility.

The Work

You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes:

  • Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
  • Structuring trust instruments to support wealth transfer goals and minimize tax exposure
  • Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
  • Conducting technical tax research and resolving complex issues
  • Serving as a primary relationship holder with clients - not just a reviewer in the background

This is a client-facing leadership role. You will be visible, trusted, and accountable.

What You Bring

  • 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
  • Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
  • Strong technical command of tax laws and a desire to continue your personal and professional development and growth.
  • CPA, JD, or EA required
  • The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
  • A track record of mentoring staff and building toward results

The Firm

This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative.

This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating.

To Be Considered

Submit your resume ASAP. Qualified candidates will be contacted directly.