Senior Trust & Estate Accountant

Orion Placement
  • Birmingham, Alabama
    29 days ago

    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

    Numbers & Facts

    LocationBirmingham, Alabama

    Skills

    • Accountingunmatched
    • Accounting Softwareunmatched
    • Business Developmentunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Fiduciaryunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Microsoft Officeunmatched
    • Public Accountingunmatched
    • Sales Managementunmatched
    • Staff Developmentunmatched
    • Tax Accountingunmatched
    • Tax Returnsunmatched
    • Tax Softwareunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Vision Planunmatched

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