Senior Trust & Estate Accountant

Pay: $75,000.00 - $95,000.00 per year

Why This Is a Great Opportunity

• Join a highly respected CPA and advisory firm with a 90+ year history of excellence
• Build deep expertise in trust, estate, and fiduciary tax work while receiving mentorship from seasoned tax leaders
• Enjoy strong upward mobility, hands-on learning, and a culture focused on professional growth
• Competitive salary, bonus program, comp time for overtime during tax season, and the option to convert comp time to additional PTO or pay
• Work with long-standing clients who value accuracy, professionalism, and trusted advisory support

Location

On-site in Birmingham, Alabama, with a supportive and collaborative in-office team environment.

Note

Candidates must hold an active CPA license or be extremely close to completion with substantial trust/estate tax experience.

About Our Client

Our client is a long-established CPA and advisory firm recognized nationally for excellence, client service, and employee development. With a 90+ year legacy, they invest heavily in training, career growth, and fostering a culture built on collaboration, mentorship, and long-term success for both clients and team members.

Job Description

• Prepare complex tax returns, including trust and estate fiduciary filings such as Forms 1041, 706, and 709
• Review tax work prepared by associates and provide clear direction to ensure accuracy
• Coordinate engagements by managing client communication, documentation, deadlines, and workflow
• Research complex tax issues and collaborate with senior team members to develop solutions
• Supervise and mentor less experienced staff on engagements and special projects
• Build strong client relationships and develop into a trusted advisor
• Support business development efforts by helping promote the firm and expand client services

Qualifications

• BA/BS in Accounting or related field
• Active CPA license strongly preferred
• 4+ years of relevant public accounting experience
• Strong communication skills, attention to detail, and ability to manage deadlines
• Familiarity with trust and estate tax filings
• Proficiency with MS Office and tax/accounting software

Why Youll Love Working Here

• A people-first culture focused on learning, professional development, and long-term growth
• Highly collaborative environment with leadership invested in your career
• Recognized as one of the top CPA firms in the country and a top firm for women
• A legacy firm that combines stability with modern advisory-forward thinking

JPC-474

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance