Tax Manager - Estate, Gift, And 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.
- Five to eight years of relevant experience, including preparation and review of estate, gift, and trust tax returns.
- Responsibility for completing the minimum continuing professional education credit requirement.
- Proficiency with Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.
- Manage the preparation and review of advanced estate, gift, and trust tax returns, including Forms 706, 709, and 1041.
- Ensure timely and accurate compliance with federal, state, and local tax regulations.
- Resolve complex technical tax issues and maintain high-quality standards in all deliverables.
- Lead the development and execution of comprehensive tax planning strategies for clients.
- Work with clients, attorneys, financial advisors, and other stakeholders to design and implement effective estate and trust plans.
- Provide guidance and innovative solutions to minimize tax burdens and optimize wealth transfer.
- Serve as the primary point of contact for key clients and foster long-term relationships.
- Manage client needs, ensure exceptional service, and identify opportunities to add value.
- Oversee multiple client engagements, ensuring timely delivery of high-quality results while managing expectations.
- Supervise and mentor junior and senior staff members by providing guidance, training, and performance feedback.
- Review and evaluate staff work to ensure it meets the firm's standards of quality and accuracy.
- Foster a collaborative, high-performance team environment and support professional growth.
- Stay current with changes in estate, gift, and trust tax laws and regulations.
- Conduct and oversee research on complex tax issues and communicate insights to internal teams and clients.
- Lead the development of thought leadership and client alerts on significant tax developments.
- Identify opportunities to streamline workflows and improve the efficiency of tax compliance and planning services.
- Use technology and automation tools to enhance service delivery and team productivity.
- Supervise subordinate team members.
- Travel frequently and unpredictably depending on client needs.
- Possession of professional certification(s) such as Certified Public Accountant, Enrolled Agent, Master of Laws, Certified Financial Planner, Master of Science in Taxation, or Juris Doctor.
- Experience in a professional services environment, such as a certified public accounting firm, financial consulting firm, or similar setting.
- Specific positions may require additional industry or specialization certifications.
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 Wealth Management launched with SEC registration in March 2026.
- RBT integration lifts UHY wealth assets to about $1.5 billion.
- MICFO adds fractional CFO services, targeting entrepreneur-led clients on UHY's national platform.
What critics are saying
- Near Intelligence trustee sued UHY LLP on October 30, 2025 over audit failures.
- Fifteen acquisitions since 2024 strain integration, partner retention, and service consistency.
- A stalled pipeline freezes growth and turns Summit's bet into a low-margin firm.
What makes UHY unique
- Summit Partners backed UHY in late 2024, funding AI and acquisition firepower.
- UHY completed roughly 15 combinations since COVID, including RBT CPAs in July 2026.
- RBT, Larson, CMJ, and MICFO expand wealth, tax, and CFO-advisory depth nationwide.
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.