UHY
Tax Manager - Estate, Gift, and Trust
Farmington Hills, MI
Sponsorship not specifiedDetected 30 days ago
LLMsAccountingTaxResearchLeadership
About the role
- Ensure timely and accurate compliance with federal, state, and local tax regulations.
- Client Relationship and Engagement Management:
- Serve as the primary point of contact for key clients, fostering long-term, trusted relationships
Responsibilities
- Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041)
- 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 closely with clients, attorneys, financial advisors, and other stakeholders to design and implement effective estate and trust plans
- Provide expert guidance and innovative solutions to minimize tax burdens and optimize wealth transfer
- Proactively manage client needs, ensuring exceptional service and identifying new opportunities to add value
- The Estate, Gift, and Trust Manager will oversee complex tax compliance and planning engagements, providing high-level support to high-net-worth individuals, families, and their advisors.
- As a manager, you will lead and manage client relationships, guide the team in delivering exceptional services, and provide strategic advice on estate, gift, and trust tax matters.
- This role offers a unique opportunity to take ownership of client engagements, mentor junior staff, and drive the strategic direction of estate and trust taxation within the firm.
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 including preparation and review of estate, gift and trust returns
- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Skills
- Leverage technology and automation tools to enhance service delivery and team productivity
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.
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.