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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
