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Senior Trust & Estate Accountant
Senior Trust & Estate AccountantOrion Placement • Center Point, AL, United States
Senior Trust & Estate Accountant

Senior Trust & Estate Accountant

Orion Placement • Center Point, AL, United States
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Pay : $75,000.00 - $95,000.00 per year

Job description :

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 You'll 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
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