UHY-US · 5 hours ago
Tax Manager - Estate, Gift, and Trust
Farmington Hills, MI
Full-time
Onsite
Senior Level
5+ years expUHY 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. 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.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
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
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
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
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
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
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
Will supervise subordinate team members
Qualification
Required
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
Benefits
Group health insurance
Dental and vision coverage
401(k) retirement plans
Generous paid time off (PTO) allowances
Company
UHY-US
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.
1001-5000 employees
H1B Sponsorship
UHY-US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$19.67MKey Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M
Leadership Team
S
Steven McCarty
Chairman & Chief Executive Officer at UHY Advisors, Inc.
Recent News
Business Wire
2025-10-25
Crain's Detroit Business
2025-01-09
DBusiness Magazine
2024-12-05
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