Senior Estate and Trust Accountant

Watkins Talent Solutions; Birmingham (AL); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading company is seeking a Senior Estate and Trust Accountant to lead tax return preparation and compliance services. This role involves collaboration with attorneys and financial advisors, focusing on high-level tax planning and fiduciary compliance. The ideal candidate will possess a CPA and extensive experience in estate and trust taxation, along with strong communication skills. The position offers competitive compensation and benefits, including health insurance and a flexible work schedule.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) with employer match

Generous PTO

Paid Holidays

Professional Development Support

Continuing Education Reimbursement

Flexible Work Schedule

Qualifications

• 5+ years of relevant experience in estate, trust, and gift tax compliance.
• Strong knowledge of fiduciary accounting and wealth transfer planning.

Responsibilities

• Prepare and review fiduciary income, estate, and gift tax returns.
• Conduct complex tax research related to estate, gift, and trust issues.
• Mentor and supervise junior staff.

Skills

Communication

Interpersonal Skills

Detail-oriented

Education

CPA

Master’s in Taxation

JD/LLM in Taxation

Tools

Tax Software

Job description

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The Senior Estate and Trust Accountant will lead the preparation and review of fiduciary income tax returns, estate tax returns, and gift tax returns. This individual will work closely with attorneys, fiduciaries, and financial advisors to provide high-level tax planning and compliance services for trusts, estates, and individuals.

Key Responsibilities:

• Prepare and review federal and state fiduciary income tax returns, estate tax returns, and gift tax returns
• Conduct complex tax research related to estate, gift, and trust issues
• Interpret trust documents and estate plans to ensure accurate tax treatment and compliance
• Collaborate with attorneys and wealth managers to implement estate plans and gifting strategies
• Assist in the preparation of estate accountings and trust financial statements
• Monitor and apply changes in estate and trust taxation laws and IRS rulings
• Mentor and supervise junior staff and review their work for accuracy and completeness
• Communicate directly with clients, trustees, and executors with a high level of professionalism and discretion

Qualifications:

• CPA required; Master’s in Taxation (MST) or JD/LLM in Taxation is a plus
• 5+ years of relevant experience in estate, trust, and gift tax compliance within a public accounting firm, law firm, or family office
• Strong knowledge of fiduciary accounting, estate administration, and wealth transfer planning
• Proficiency in tax software
• Excellent communication and interpersonal skills
• Detail-oriented with the ability to manage multiple priorities and deadlines

Preferred Skills:

• Experience working with high-net-worth individuals and families
• Familiarity with probate court filings and trust accounting practices
• Ability to explain complex tax and estate matters clearly to clients and colleagues
• Competitive salary with performance bonuses
• Comprehensive health, dental, and vision insurance
• 401(k) with employer match
• Generous PTO and paid holidays
• Professional development support and continuing education reimbursement
• Flexible work schedule with potential for hybrid work arrangements

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Consulting, and Finance

• Industries

  Accounting and Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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