Senior Trust & Estate Accountant

Birmingham, MI - USA

Monthly Salary: Not Disclosed

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Pay: $75000.00 - $95000.00 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 Formsand 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

Requirements: Must have CPA license OR 3 yrs exp in trust/estate tax. If no license must be close to obtaining it. Must have 3 yrs exp either way. Relocation: YES. PACK: NO

Submissions Name / Tara / /

Quick Recruiter Reference (Internal Summary)

This is a long-established CPA and advisory firm with 90 years in business. The role focuses on trust estate and fiduciary tax work with strong mentorship and advancement opportunities. Candidates must have CPA or be close to it plus experience in trust or estate tax preparation.

Recruiters Submission: To submit cancel - Senior Trust & Estate Accountant - Kassouf - JPC 474 - Source

**New Job Order Alert**

Client job title: Senior Trust & Estate Accountant
Location: Birmingham AL
On-site hybrid remote: On-site
Experience: 3
Good fit job titles/keywords for candidates: Senior Accountant Trust Accountant Estate Accountant Tax Senior Fiduciary Tax Accountant CPA Public Accounting Senior
# of hires needed: 1
Open or not to recruiters on TE: NO

Pay: $75000.00 - $95000.00 per year Why This Is a Great Opportunity Join a highly respected CPA and advisory firm with a 90 year history of excellenceBuild deep expertise in trust estate and fiduciary tax work while receiving mentorship from seasoned tax leadersEnjoy strong upward mobility hands-on ...