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Remote Trust Accountant Jobs in Rochester, NY (NOW HIRING)

Tax Associate

Geneseo, NY ยท Remote

$21 - $26/hr

Our ultimate goal is to become the trusted authority and leading partner for state departments of ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...

Tax Associate

Rochester, NY ยท Remote

$21 - $26/hr

Our ultimate goal is to become the trusted authority and leading partner for state departments of ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...

Remote Trust Accountant information

See Rochester, NY salary details

$33.5K

$67.4K

$107.1K

How much do remote trust accountant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote trust accountant in Rochester, NY is $67,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,800.00 and $77,500.00 per year, depending on experience, location, and employer.

How does a remote trust accountant typically collaborate with legal or client service teams while working offsite?

Remote Trust Accountants frequently interact with legal or client service teams through secure digital platforms, such as video conferencing, encrypted email, and specialized accounting software. Clear communication and timely reporting are crucial, as trust accountants must ensure compliance with regulations and coordinate on client transactions or audits. Many organizations establish regular virtual meetings and shared document systems to streamline workflows and maintain transparency. Being proactive in communication and adept at using collaborative tools are keys to success in this remote role.

What are the key skills and qualifications needed to thrive as a remote trust accountant?

To thrive as a Remote Trust Accountant, you need a solid understanding of trust accounting principles, financial reporting, and compliance regulations, typically supported by a degree in accounting or finance and relevant certifications like CPA. Familiarity with trust accounting software (such as QuickBooks or Clio), secure document management systems, and remote collaboration tools is essential. Strong attention to detail, integrity, and excellent communication skills help ensure accuracy and build trust with clients and legal professionals. These skills are vital to maintaining compliance, preventing errors, and efficiently managing sensitive financial information in a remote environment.

What is a remote trust accountant?

A Remote Trust Accountant is a financial professional who manages and oversees trust accounts for clients or organizations while working remotely, typically from home or another offsite location. They are responsible for ensuring that trust funds are handled in compliance with legal and ethical standards, such as tracking deposits, disbursements, and reconciling account balances. Remote Trust Accountants often work for law firms, real estate companies, or financial institutions, and use secure digital tools to perform their duties. Their role is vital in preventing errors and maintaining client trust by ensuring transparency and accuracy in trust account management.

What is the difference between Remote Trust Accountant vs Remote Bookkeeper?

AspectRemote Trust AccountantRemote Bookkeeper
CredentialsCPA, Trust Accounting CertificationBookkeeping Certification or None
Work EnvironmentLegal and financial firms, trust accountsSmall businesses, freelance, various industries
Industry UsageLegal, real estate, financial servicesRetail, service, small business
Job FocusManaging trust accounts, compliance, reportingRecording transactions, invoicing, basic financials

Remote Trust Accountants typically handle trust account management, requiring specialized certifications and working within legal or financial firms. Remote Bookkeepers focus on recording daily financial transactions for various businesses, often with fewer certifications. While both roles involve financial data, Trust Accountants have a more specialized, compliance-driven focus compared to Bookkeepers' general bookkeeping duties.

What are the most commonly searched types of Trust Accountant jobs in Rochester, NY? The most popular types of Trust Accountant jobs in Rochester, NY are:
What are popular job titles related to Remote Trust Accountant jobs in Rochester, NY? For Remote Trust Accountant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Remote Trust Accountant jobs in Rochester, NY look for? The top searched job categories for Remote Trust Accountant jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Remote Trust Accountant jobs? Cities near Rochester, NY with the most Remote Trust Accountant job openings:
Infographic showing various Remote Trust Accountant job openings in Rochester, NY as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 100% Remote job distribution, with an average salary of $67,415 per year, or $32.4 per hour.

Tax Manager - Estate & Trust

Benaiah Consulting Group. LLC

Rochester, NY โ€ข Remote

$135K - $165K/yr

Full-time

Re-posted 7 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.