UHY

Tax, advisory, and corporate finance experts

Tax Senior - Estate, Gift & Trust

Tax AccountingConfirmed live in the last 24 hours

Full-timeSterling Heights, MI, USANo salary listedIn-person

About the Job

Requirements

A bachelor's degree in accounting, finance, or a related field.
A minimum of five accounting classes, one individual income tax class, and one business law class.
Three to six years of relevant experience, including some preparation of estate, gift, and trust returns.
Experience with Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.
Ability to prepare and review advanced estate, gift, and trust tax returns, including Forms 706, 709, 5227, and 1041.
Knowledge of relevant federal, state, and local tax regulations.
Ability to address technical tax issues and deliver accurate and timely work.
Ability to develop and implement tax planning strategies.
Ability to collaborate with clients, attorneys, and financial advisors on estate and trust plans.
Ability to conduct in-depth research on complex tax issues.
Ability to identify and implement best practices and use technology and automation to improve tax workflows.

Responsibilities

Prepare and review advanced estate, gift, and trust tax returns, including Forms 706, 709, 5227, and 1041.
Ensure compliance with relevant federal, state, and local tax regulations.
Address technical tax issues and ensure the accuracy and timeliness of deliverables.
Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation.
Collaborate with clients, attorneys, and financial advisors to create customized estate and trust plans.
Provide strategic recommendations based on clients' goals and financial situations.
Serve as the primary client contact and maintain relationships through regular communication and service.
Identify client needs and offer solutions aligned with their objectives.
Manage multiple engagements simultaneously and ensure client satisfaction and timely service delivery.
Supervise and mentor junior team members by providing technical training and professional development support.
Review staff work for accuracy and adherence to firm standards.
Contribute to a collaborative team culture and department success.
Stay current on changes in estate, gift, and trust tax laws and regulations.
Conduct in-depth research on complex tax issues and present findings to the team and clients.
Contribute to internal knowledge sharing and external client updates.
Identify and implement best practices to improve tax compliance and planning processes.
Use technology and automation to streamline workflows and improve service delivery.
Travel as needed based on client requirements.

Desired Qualifications

Experience in a professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
Possession of or active progress toward professional certification(s), such as Certified Public Accountant, Enrolled Agent, Master of Laws, Certified Financial Planner, Master of Science in Taxation, or Juris Doctor.
Completion of the minimum continuing professional education credit requirement.

JOB SUMMARY

The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax.

JOB DESCRIPTION

Tax Compliance and Review:

Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227 and 1041)
Ensure compliance with all relevant federal, state, and local tax regulations
Address technical tax issues and ensure accuracy and timeliness of all deliverables

Tax Planning and Advisory Services:

Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation
Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans
Provide strategic recommendations to clients based on their unique goals and financial situations

Client Engagement and Relationship Management:

Serve as the primary point of contact for clients, fostering strong relationships through regular communication and exceptional service
Proactively identify client needs and offer solutions that align with their objectives.
Manage multiple engagements simultaneously, ensuring client satisfaction and timely delivery of services

Team Leadership and Mentorship:

Supervise and mentor junior team members, providing technical training and professional development support
Review the work of staff to maintain accuracy and adherence to firm standards
Foster a collaborative team culture and contribute to the success of the department.

Research and Thought Leadership:

Stay up to date on changes in estate, gift, and trust tax laws and regulations
Conduct in-depth research on complex tax issues and present findings to the team and clients
Contribute to thought leadership initiatives, including internal knowledge sharing and external client updates

Process Improvement and Innovation:

Identify and implement best practices to enhance efficiency in tax compliance and planning processes
Leverage technology and automation to streamline workflows and improve service delivery

Supervisory responsibilities

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time

Travel required

Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

Bachelor’s degree in accounting, finance, or a related field
Minimum 5 accounting classes, one individual income tax class, and one business law class
3 – 6 years of relevant experience including some preparation of estate, gift and trust returns
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
Responsible for completing the minimum CPE credit requirement

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

UHY