Introduction
We are hiring a Senior Trust & Estate Accountant to join our dynamic tax team in Birmingham, AL. This role offers hands-on experience and career growth opportunities in estate, trust, and gift taxation.
Senior Trust & Estate Accountant
📍 Location: Birmingham, AL, US
🕒 Employment Type: Full Time / Direct Hire
🏢 Industry: Banking / Accounting / Financial Services
💵 Salary Range: $70,000 – $80,000 annually
📅 Posting Date: Wednesday, August 27, 2025
Position Overview
Our client is seeking a talented and critical-thinking Senior Trust & Estate Accountant to join their growing tax team. This is a fantastic opportunity to work in a dynamic, hands-on environment that promotes professional development and long-term career growth. As part of a high-performing team, you’ll be empowered with increasing responsibilities and opportunities to grow your expertise in trust and estate taxation.
Key Responsibilities
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Prepare complex tax returns including:
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Fiduciary income tax returns (Estates & Trusts)
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Estate tax returns (Form 706)
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Gift tax returns (Form 709)
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Review tax returns prepared by associates to ensure accuracy and compliance.
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Coordinate engagement logistics including client communications, staffing, documentation, and timelines.
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Collaborate with senior team members to research complex tax issues and formulate optimal solutions.
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Supervise junior staff on projects, providing guidance and mentorship.
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Begin building strong client relationships and act as a trusted advisor.
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Develop skills to contribute to business development and client retention initiatives.
Qualifications
Education & Credentials
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Bachelor’s degree in Accounting or related field from an accredited institution.
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Active CPA license required.
Experience
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2–4 years of experience in public accounting (preferred).
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Experience with fiduciary, estate, and gift tax returns is a strong plus.
Skills & Abilities
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Excellent organizational, analytical, and time-management skills.
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Strong written, verbal, and interpersonal communication.
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Professional judgment and critical thinking capabilities.
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Proficiency with accounting software and Microsoft Office Suite (Excel, Word, Outlook).
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Ability to work both independently and collaboratively with clients and internal teams.
Why Join?
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Competitive compensation and benefits.
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Structured path for professional growth and advancement.
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Opportunity to work with experienced mentors in a collaborative environment.
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High-impact role in a specialized field of tax with growing demand.
Frequently Asked Questions (FAQs)
1. What type of tax returns will I be working on?
You will focus on trust, estate, and gift tax filings, including fiduciary income tax returns, Form 706 (Estate Tax Return), and Form 709 (Gift Tax Return).
2. Is a CPA license required?
Yes, an active CPA license is required for this role. Candidates without a CPA will not be considered.
3. How much experience do I need?
The ideal candidate has 2–4 years of public accounting experience, preferably with exposure to estate, trust, or high-net-worth individual taxation.
4. What does the career path look like?
As you gain experience, you will take on increasingly complex projects, client management responsibilities, and leadership opportunities, with a clear path toward senior leadership within the firm.
5. Will I manage or supervise others?
Yes. While this role is hands-on, you will also review work prepared by associates and mentor junior staff on select projects.
6. What industries are the clients from?
Most clients are high-net-worth individuals, families, and estates. The work is specialized and requires discretion, attention to detail, and strong advisory skills.
7. Is hybrid or remote work available?
This position is primarily onsite in Birmingham, AL. Some flexibility may be available depending on client needs and firm policy.
8. What software will I use?
You will use accounting/tax preparation software along with Microsoft Office (Excel, Word, Outlook). Experience with fiduciary or estate tax software is a plus.
9. What makes this firm unique?
The firm offers a fast-paced, hands-on environment where professionals receive personalized mentorship, specialized tax expertise, and opportunities for rapid advancement.
10. How do I apply?
Submit your application with your resume and cover letter highlighting your estate and trust tax experience. Qualified candidates will be contacted for an interview.