UHY-US · 3 months ago
Senior Manager - Estate, Gift and Trust
Farmington Hills, MI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expUHY Advisors Great Lakes is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services. The Senior Manager in the Estate, Gift, and Trust group will lead complex client engagements, oversee strategic tax compliance and planning services, and manage a team while building client relationships.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization
Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues
Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely
Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens
Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions
Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools
Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service
Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services
Play a key role in business development, assisting in identifying new opportunities and expanding the firm’s client base
Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence
Review and provide constructive feedback on team members' work to ensure accuracy and adherence to firm standards
Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles
Serve as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends
Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients
Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space
Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team
Identify and drive technological innovations to enhance service delivery and optimize the client experience
Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes
Supervise subordinate team members
Qualification
Required
Bachelor's degree in accounting, finance, or a related field
Minimum 5 accounting classes, 1 tax class, and one business law class
8+ years of relevant experience preparing and reviewing 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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