Certified Public Accountant (CPA)

American Tax & CPA Services; Florida; On-site; USD 15,000 - 35,000; Part time

Job summary

American Tax & CPA Services in Lady Lake, FL is seeking a licensed CPA specializing in trusts to support year-round and off-season trust tax return preparation. This flexible 1099 contract lets you control your workload and schedule, focusing on complex fiduciary matters.

You will prepare and review Form 1041, report Schedule K-1 distributions, and handle estate settlements, with support from our office staff for intake and document routing.

Qualifications

• Active CPA license, Florida or reciprocal state.
• Experience with Form 1041 and Schedule K-1 reporting.
• Ability to navigate fiduciary documents and real estate statements.
• Proficient in major tax software and document management.

Responsibilities

• Prepare and review complex trust tax returns (Form 1041).
• Analyze, generate, and report Schedule K-1 distributions.
• Execute final trust and estate tax filings after settlements.
• Calculate capital gains/losses and tax liabilities from real estate.
• Ensure compliance with federal and Florida tax laws.

Skills

Tax return prep

1041 Tax Returns

Schedule K-1 reporting

Real estate tax reporting

Drake

UltraTax

ProSeries

Independent work

Education

CPA license (Florida or reciprocal)

Tools

Drake

UltraTax

ProSeries

Job description

Job Description

American Tax & CPA Services is seeking a licensed Certified Public Accountant (CPA) specializing in Trusts (Form 1041), Schedule K-1s, and Real Estate Transactions to assist with year-round and off-season trust tax return preparation.

This is a 1099 contract role structured for total flexibility—especially during off-season months. Paid on a $30 per completed return basis, what you earn is entirely up to you and the amount of work you choose to accept. Whether you want to take on a light file load for supplemental income or process high volumes on your own timeline, you have complete control over your capacity.

Why Partner With Us?

• 100% Workload Control: You determine how many returns you want to take on. No minimum hours, no required schedule, and no mandatory billable quotas.
• Off-Season Income: Steady flow of fiduciary, trust, and final estate returns throughout the off-season months (extensions, estate settlements, and trust distributions).
• Focused Scope: You handle the specialized technical tax preparation; our office assistant team handles client administrative intake, document assembly, and client routing.

Key Responsibilities

• Prepare and review complex trust tax returns (Form 1041), including simple, complex, and grantor trusts.
• Accurately analyze, generate, and report Schedule K-1 distributions to beneficiaries.
• Execute final trust and estate tax filings following property liquidations, pass-through distribution events, or final estate settlements.
• Accurately calculate capital gains/losses, cost basis adjustments, and tax liabilities resulting from home sales, real estate liquidations, and property transfers.
• Ensure all returns comply strictly with federal and Florida state tax laws and estate guidelines.

Qualifications

Credential:

Active Certified Public Accountant (CPA) license (Florida or reciprocal state).

Technical Expertise:

Demonstrated experience with Form 1041 (Trusts & Estates), Schedule K-1 pass-through reporting, final trust return filings, and property sales/basis reporting.

Efficiency & Accuracy:

Capability to independently navigate complex fiduciary documents, trust agreements, and real estate closing statements.

Software Competency:

Comfort using professional tax software (e.g., Drake, UltraTax, ProSeries) and electronic document management.

Company Description

Located right in the heart of Lady Lake, American Tax & CPA Services provides trusted, proactive tax preparation, planning, and accounting solutions to individuals, retirees, and local small businesses across Central Florida. We pride ourselves on creating a client-focused, low-stress environment where accuracy, expertise, and personalized client relationships come first.

Located right in the heart of Lady Lake, American Tax & CPA Services provides trusted, proactive tax preparation, planning, and accounting solutions to individuals, retirees, and local small businesses across Central Florida. We pride ourselves on creating a client-focused, low-stress environment where accuracy, expertise, and personalized client relationships come first.