Senior Staff - Estate, Gift & Trust

UHY International • Farmington Hills, MI

8d

About The Position

As an Estate, Gift, and Trust Senior Staff, you will contribute to delivering exceptional tax services to high-net-worth individuals, families, and their advisors. This role involves preparing and analyzing estate, gift, and trust tax returns, supporting tax planning strategies, and ensuring compliance with applicable laws. You will work collaboratively with a team of experienced professionals in a fast-paced, client-focused environment.

Requirements

• Bachelor’s degree in accounting, finance, or a related field
• 2 – 3 years of relevant experience
• Minimum 5 accounting classes, 1 individual income tax class, and one business law class

Nice To Haves

• 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
• Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Responsibilities

• Tax Compliance: Prepare and review estate, gift, and trust tax returns (Forms 706, 709, and 1041).
• Ensure compliance with federal, state, and local tax regulations
• Verify and document tax-related information accurately and comprehensively
• Tax Planning and Analysis: Assist in crafting strategies for wealth transfer, minimizing tax liabilities, and preserving client assets
• Analyze financial data to support planning decisions tailored to client needs
• Client Engagement: Work directly with clients, attorneys, and financial advisors to gather required information and ensure seamless service delivery
• Provide clear, timely communication to address client questions and concerns
• Research and Technical Expertise: Conduct in-depth research on estate, gift, and trust tax laws and emerging trends
• Assist in drafting memos or reports on tax implications and strategies
• Collaboration and Process Improvement: Work collaboratively within the tax team to deliver high-quality work products
• Identify opportunities to improve processes and increase efficiency in tax return preparation and planning services

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees