Tax Senior - Estate, Gift & Trust

Uhy Llp; Sterling Heights (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off

Job summary

Uhy Llp in Sterling Heights is seeking a Tax Senior specializing in estate, gift, and trust services. The role involves preparing tax returns, developing tax strategies, and managing client engagements. Candidates should have a Bachelor's degree and 3-6 years of relevant experience, with proficiency in tools like Axcess Tax. Uhy offers a positive work environment, competitive compensation, and comprehensive benefits including health coverage and 401(k) plans.

Qualifications

• 3 – 6 years of relevant experience including preparation of estate, gift and trust returns.
• Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or JD.

Responsibilities

• Prepare and review advanced estate, gift, and trust tax returns.
• Develop and implement tax planning strategies.
• Serve as the primary point of contact for clients.
• Supervise and mentor junior team members.

Skills

Tax compliance

Client relationship management

Tax planning strategies

Supervision and mentoring

Education

Bachelor's degree in accounting, finance, or related field

Minimum 5 accounting classes

One individual income tax class

One business law class

Tools

Axcess Tax

Thomson Reuters Fixed Assets CS

Job description

Tax Senior - Estate, Gift & Trust page is loaded## Tax Senior - Estate, Gift & Trustlocations: Sterling Heights, MItime type: Full timeposted on: Posted Yesterdayjob requisition id: JR101928# **JOB SUMMARY**The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax.# **JOB DESCRIPTION**Tax Compliance and Review:* Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227 and 1041)* Ensure compliance with all relevant federal, state, and local tax regulations* Address technical tax issues and ensure accuracy and timeliness of all deliverablesTax Planning and Advisory Services:* Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation* Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans* Provide strategic recommendations to clients based on their unique goals and financial situationsClient Engagement and Relationship Management:* Serve as the primary point of contact for clients, fostering strong relationships through regular communication and exceptional service* Proactively identify client needs and offer solutions that align with their objectives.* Manage multiple engagements simultaneously, ensuring client satisfaction and timely delivery of servicesTeam Leadership and Mentorship:* Supervise and mentor junior team members, providing technical training and professional development support* Review the work of staff to maintain accuracy and adherence to firm standards* Foster a collaborative team culture and contribute to the success of the department.Research and Thought Leadership:* Stay up to date on changes in estate, gift, and trust tax laws and regulations* Conduct in-depth research on complex tax issues and present findings to the team and clients* Contribute to thought leadership initiatives, including internal knowledge sharing and external client updatesProcess Improvement and Innovation:* Identify and implement best practices to enhance efficiency in tax compliance and planning processes* Leverage technology and automation to streamline workflows and improve service delivery**Supervisory responsibilities*** N/A**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* 3 – 6 years of relevant experience including some preparation of estate, gift and trust returns* Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research**Preferred education and experience*** Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting* Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)* Responsible for completing the minimum CPE credit requirement**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.# **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 ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.