Tax Staff Accountant - Estate, Gift and Trust

UHY International•Sterling Heights, MI

2d•Onsite

About The Position

As an Estate, Gift, and Trust 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
1+ year of relevant experience
Minimum 5 accounting classes, one individual income tax class, 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

Responsibilities

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.
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.
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.
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.
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.