Estate, Gift & Trust Tax Leader

UHY International; Farmington Hills (MI); On-site; USD 120,000 - 190,000; Full time

Job summary

UHY International in Farmington Hills, MI seeks an Estate, Gift, and Trust Manager to oversee complex tax compliance, planning, and strategic advisory for high-net-worth clients. You will lead client engagements, mentor staff, and drive the direction of estate and trust taxation within the firm.

Responsibilities include managing returns (706, 709, 1041), coordinating with clients and advisors, and delivering high-quality results while identifying growth opportunities. Travel may be frequent.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• Minimum professional certifications such as CPA, Enrolled Agent, LLM, CFP, MST, or JD.

Responsibilities

• Oversee preparation and review of estate, gift, and trust returns (Forms 706, 709, 1041).
• Ensure timely compliance with federal, state, and local tax laws.
• Lead tax planning strategies and advise on wealth transfer.
• Manage client relationships and project delivery across engagements.
• Mentor and supervise junior and senior staff to maintain quality standards.
• Stay current with estate, gift, and trust tax laws and industry developments.
• Develop thought leadership and client alerts on significant tax matters.

Education

Bachelor’s degree in accounting, finance, or a related field

CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)

Tools

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

UHY International in Farmington Hills, MI seeks an Estate, Gift, and Trust Manager to oversee complex tax compliance, planning, and strategic advisory for high-net-worth clients. You will lead client engagements, mentor staff, and drive the direction of estate and trust taxation within the firm.

Responsibilities include managing returns (706, 709, 1041), coordinating with clients and advisors, and delivering high-quality results while identifying growth opportunities. Travel may be frequent.