Senior Trust & Estate Accountant

Orion Placement; Birmingham (AL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

A distinguished CPA and advisory firm in Birmingham, Alabama, is seeking an experienced tax professional to prepare complex tax returns and guide clients through trust and estate tax issues. Candidates should have 4+ years of public accounting experience and an active CPA license. This role offers competitive compensation, a supportive culture for professional growth, and comprehensive benefits including health and dental insurance.

Qualifications

• 4+ years of relevant public accounting experience.
• Active CPA license strongly preferred.
• Familiarity with trust and estate tax filings.

Responsibilities

• Prepare complex tax returns, including trust and estate fiduciary filings.
• Review tax work prepared by associates and provide clear direction.
• Coordinate engagements by managing client communication and workflow.
• Research complex tax issues and collaborate with senior team members.
• Supervise and mentor less experienced staff.

Skills

Strong communication skills

Attention to detail

Ability to manage deadlines

Education

BA/BS in Accounting or related field

Tools

MS Office

Tax/accounting software

Job description

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