Tax Manager - Estate, Gift, and Trust

UHY-US; Sterling Heights (MI); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading professional services firm is seeking a Tax Manager specializing in estate, gift, and trust taxation. In this role, you will oversee complex tax compliance and planning engagements, manage client relationships, and mentor junior staff. This position offers a unique opportunity to lead strategic tax initiatives and drive the direction of estate and trust taxation.

Benefits

Competitive compensation packages

Comprehensive benefits including health insurance and 401(k)

Collaborative work environment

Qualifications

• 5 – 8 years of relevant experience including preparation and review of estate, gift and trust returns.
• Must have a minimum of 5 accounting classes, one individual income tax class, and one business law class.
• Experience in a professional service environment, such as a CPA firm.

Responsibilities

• Manage the preparation and review of advanced estate, gift, and trust tax returns.
• Lead the development and execution of comprehensive tax planning strategies for clients.
• Supervise and mentor junior and senior staff members.

Skills

Tax Compliance

Client Relationship Management

Strategic Tax Planning

Team Leadership

Education

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

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

Tools

Axcess Tax

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

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Job Summary

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.

Job Summary

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.

Job Description

Tax Compliance and Oversight:

• Manage the preparation and review of advanced estate, gift, and trust tax returns (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
  
  

Tax Planning And Strategic Advisory

• 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
  
  

Client Relationship And Engagement Management

• Serve as the primary point of contact for key clients, fostering long-term, trusted relationships
• Proactively manage client needs, ensuring exceptional service and identifying new opportunities to add value
• Oversee multiple client engagements, ensuring the timely delivery of high-quality results while managing expectations
  
  

Team Leadership And Development

• Supervise and mentor junior and senior staff members, 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 positive, collaborative, and high-performance team environment, supporting professional growth
  
  

Research And Technical Leadership

• 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 both internal teams and clients
• Lead the development of thought leadership and client alerts on significant tax developments
  
  

Process And Efficiency Improvement

• Identify opportunities to streamline workflows and improve the efficiency of tax compliance and planning services
• Leverage technology and automation tools to enhance service delivery and team productivity
  
  

Supervisory Responsibilities

• Will supervise subordinate team members
  
  

Work environment

• Work is conducted in a professional office environment with minimal distractions
  
  

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time
  
  

Travel Required

• Travel may be frequent and unpredictable, depending on client’s needs
  
  

Required Education And Experience

• Bachelor’s degree in accounting, finance, or a related field
• Minimum 5 accounting classes, one individual income tax class, and one business law class
• 5 – 8 years of relevant experience including preparation and review of estate, gift and trust returns
• Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
  
  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Who We Are

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.

What We Offer

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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