← Back to all jobs
S

Trust & Estate Tax Accountant (Remote, FT or PT)

Sandra Joyner Enesi, CPA PLLC

54d ago

0$87k - $108kFinanceUSjobspy_indeed
remoteindeed

Job Description

**You've built a specialty most accountants never touch. Here's a seat where it matters.** Our trusts and estates practice serves clients nationwide and worldwide, from offices in Graham, North Carolina and New York City. We are a fast\-growing, fully cloud\-based CPA firm led by a Certified Public Accountant and Certified Fraud Examiner. This is a specialist role for someone who already knows fiduciary work and wants real ownership of it. **Outside of tax season, we work Monday through Thursday.** We're growing quickly and hiring across several seats this fall — there's genuine room to grow with us. **Job Summary** * Form 1041 fiduciary income tax returns, prepared to review\-ready independently * Fiduciary accounting — principal and income allocation, DNI calculations, beneficiary reporting * Detailed analysis of estate and trust assets, liabilities and distributions * Estate and gift returns as the practice grows * Direct coordination with clients, attorneys, trustees and financial advisors, as the firm's voice on these engagements * Clean, complete records of transactions, reconciliations and filings — documentation is part of the work here, not an afterthought * International and multi\-state fiduciary matters * A genuine say in how this practice area is built. It's growing, and you'd help shape it. **Responsibilities** * ✓ Three or more years of dedicated fiduciary tax work with real 1041 volume * ✓ Strong double\-entry fundamentals and confidence with reconciliations * ✓ Fluency in modified cash basis reporting — that's how we present most engagements * ✓ Ability to prepare, read and interpret financial statements, and to explain what they actually say * ✓ QuickBooks Online, Microsoft Office, Google Workspace, and other app experience **Requirements** * ✓ The ability to explain a complicated tax concept to someone who isn't an accountant. Often that's a beneficiary, often at a hard moment in their life. * ✓ Self\-direction in a remote setting, juggling several engagements without losing the thread * ✓ Precision and curiosity in equal measure * ✓ **Confident, responsible AI use.** Use it for research, drafting and first\-pass review and ensuring safety of PII. * ✓ CPA, EA or JD preferred * ✓ A habit of staying current as tax law shifts If you want to run your specialty inside a firm small enough that your judgment actually decides things, we'd love to hear from you. **To apply** — send your résumé and a few sentences on what drew you to fiduciary work. Our process includes a short skills exercise, and we'll walk you through it. Offers are contingent on a background check, and all staff sign confidentiality and information security agreements — standard for a firm handling taxpayer data. **Your schedule** * W\-2 employee with a real seat on the team * Monday–Thursday, May through December * Monday–Friday during tax season (January–April) and mini tax season (August 15–October 15\), with additional hours in those windows and ove