UHY
Senior Manager - Estate, Gift and Trust
Farmington Hills, MI · Senior
Sponsorship not specifiedDetected 30 days ago
LLMsBusiness DevelopmentAccountingTaxProcess ImprovementResearchLeadershipCollaboration
About the role
- You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors.
- Leadership in Tax Compliance and Oversight:
- Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization
Responsibilities
- Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services
- Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles
- Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space
- As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm's most complex and high-value client engagements.
- Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions
- Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team
- Identify and drive technological innovations to enhance service delivery and optimize the client experience
Requirements
- Must be able to lift up to 15 pounds at a time
- Bachelor's degree in accounting, finance, or a related field
- 8+ years of relevant experience preparing and reviewing estate, gift and trust returns
- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Skills
- Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools
- Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes
Compensation
- Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
Benefits
- Enjoy a collaborative and supportive work environment where teamwork is valued.
- Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
- Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence
Company info
- 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.
This listing is sourced directly from UHY's careers page and normalized into a canonical job model.