Tax Senior - Estate, Gift & Trust
About the job
- 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.
- 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.
- 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.
About the company
UHY provides audit, tax, consulting and advisory services to middle-market clients. Its work combines attest services delivered by UHY LLP with tax and business consulting from UHY Advisors, Inc., operating under an alternative practice structure and as separate legal entities within the UHY network. Engagements involve teams with experience across many industries to give clients a 360-degree view of their business and develop flexible, practical solutions through collaboration. The firm differentiates itself as an independent member of the UHY International network, offering scale and cross-border capability within a top 20 international network while maintaining a strong focus on the middle market. The goal is to help clients address business challenges with tailored services and guidance that support growth, compliance and strategic decisions.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$6.6M
Headquarters
Chicago, Illinois
Founded
2000
Get referred to UHY
See people who can refer or advise you
Simplify's Take
What believers are saying
- UHY added Adamson & Co. in Texas on September 8, 2026.
- Thomson Reuters reported UHY has nearly 15 acquisitions since the post-COVID growth push.
- UHY told Thomson Reuters Summit capital supersized AI investment and inorganic expansion.
What critics are saying
- Near Intelligence trustee sued UHY LLP on October 30, 2025 over audit failures.
- Rapid roll-up integration strains quality control and partner cohesion across dozens of acquired offices.
- If another audit scandal hits, clients and regulators can cripple the UHY brand.
What makes UHY unique
- UHY’s alternative practice structure separates advisory from attest work across UHY Advisors and UHY LLP.
- UHY combines middle-market local service with UHY International access across 100-plus countries.
- Summit Partners funding in December 2024 powers AI, acquisitions, and national platform scale.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Vacation
Company News
Top 30 accounting firm UHY has combined with Adamson & Co., the largest independently owned CPA firm in Corpus Christi, TX.
UHY, ranked No. 26 on Accounting Today's 2026 Top 100 Firms list, has acquired Michigan CFO Associates to expand its advisory capabilities. MICFO, founded in 2006 and based in Clinton Township, Michigan, provides fractional CFO and financial leadership services to entrepreneur-led businesses. UHY reported $471 million in revenue with roughly 200 partners and over 2,000 staff across 40 offices. The acquisition follows UHY's private equity investment from Summit Partners in December 2024, which has fuelled multiple acquisitions. "As entrepreneurs navigate increasing complexity, they need strategic financial insight," said Steven McCarty, CEO of UHY. The firm's client advisory services practice is growing rapidly.
The Top 50 Firm UHY acquired accounting and advisory firm ALW in Betterndorf, Iowa.
UHY has acquired CMJ, expanding the Top 50 firm's presence in New York State and adding expertise in construction and financial services. The deal adds one office to UHY, with CMJ founders Paul Curtis and William Jeffreys joining as partners alongside their staff. UHY, ranked No. 26 on Accounting Today's 2025 Top 100 Firms list, reported $385 million in revenue with 190 partners and over 1,700 employees across 35 offices. The acquisition follows UHY's December 2024 private equity investment from Summit Partners, which has fuelled significant M&A activity. In 2025 alone, UHY has expanded into the St Louis area through acquisitions of Sabino & Co. and Botz Deal & Co., and added Tama, Budaj & Raab in Michigan.
UHY, a top 30 accounting firm, has expanded into Ohio by merging with Cincinnati-based CPA firm Flynn & Co. Financial terms were not disclosed. This merger marks UHY's first Cincinnati office, led by Managing Partner Richard Flynn. UHY's CEO, Steven McCarty, highlighted Cincinnati's economic growth and the merger's potential to enhance client services. This is UHY's third M&A deal since receiving private equity funding from Summit Partners last December. UHY has over 2,000 professionals in 42 U.S. offices.