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Estate Planning Associate Jobs in Alabama (NOW HIRING)

NC SECU

Associate MSRs perform routine branch duties and follow standard branch procedures. They are ... and Real Estate products and services offered by SECU (i.e., insurance, retirement planning ...

Phoenix Senior Living

Activities Director

Birmingham, AL · On-site

$17.75 - $24.25/hr

Lakeview Estates is seeking a Activities Director (Program and Outreach Director) to join their ... Associate degree in Business Administration, Human Resources Administration, Gerontology or other ...

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in Alabama?

The most popular types of Estate Planning jobs in Alabama are:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Alabama as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Senior Tax Associate - Birmingham, AL

MAULDIN & JENKINS LLC

Birmingham, AL

$76K - $94K/yr

Full-time

Re-posted 7 days ago

Job description

Mauldin & Jenkins, LLC is seeking a Senior Associate for their Tax Practice. We are a Top 100 CPA Firm and have been one continuous entity since 1918.

Job Responsibilities

  • Candidate must be competent in the preparation of complex individual and business tax returns.  Knowledge of estate and fiduciary taxation principles is desirable.

  • Responding to tax notices and review of payroll tax returns.

  • Good communication skills with clients

  • Participates in practice/location activities to help grow M&J (e.g. recruiting, Firm training sessions, etc.)

  • Conducts self-review to ensure work is complete and no open issues exist

  • Recognizes industry trends and the potential opportunities for savings and risk reduction applicable to the client’s business and tax burden

  • Drafts research memos and formulate preliminary conclusions to share with client team and colleagues

  • Identifies and develops alternatives for issues and consults with the engagement team

  • Develops Interns and Staff by delegating and training them to be successful in their careers

  • Provides constructive formal and informal feedback in a timely manner to all levels

  • Proactively communicates work/project status with the engagement team and client in a direct and respectful manner

  • Demonstrates an understanding of and applies tax planning concepts

  • Masters tax software tools for preparation, review, and research

  • Solid understanding of tax codes, regulations, rulings and case law

  • Additional duties as assigned

Required Skills/Abilities:

  • Has a positive attitude that is reflected in work and evident to others; motivates others

  • Professionalism is required while in the office and at a client site

  • Solid interpersonal and communication skills

  • Able to work with little or no supervision

Education and Experience:

  • B.A./B.S. in Accounting

  • 2+ years of experience

  • Public accounting experience 

  • Prefer knowledge of Prosystem fx software: Tax, Engagement, Fixed Asset

Location: Birmingham, AL

How you’ll grow:

In addition to on-the-job training, all new staff attends a week-long training course detailing audit procedures and tax policies. For the next four years, staff attend week-long staff level training courses. The classes include audit, tax, supervisory skills, general business, and management topics. Depending on work assignments, you will also attend industry-specific training. We also provide many hours of cutting edge technology training each year.

Salary: Competitive

Benefits:

At M&J, we don’t ask you to give up your personal life for your career; we encourage a healthy work/life balance by providing you with the tools, compensation, and benefits to achieve a high quality of life. 

Mauldin and Jenkins Culture:

Your goals and ideas matter at Mauldin & Jenkins – you are an integral part of our team, working with other like-minded professionals in a technologically advanced, dynamic and friendly environment. Our dynamic environment is where employees are eager to succeed. 

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