UHY-US · 1 week ago
Tax Principal - Estate, Gift & Trust
Farmington Hills, MI
Full-time
Onsite
Senior Level, Lead/Staff
10+ 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. As an Estate, Gift, and Trust Principal, you will oversee the firm’s estate, gift, and trust practice, manage complex client engagements, and provide comprehensive tax planning and wealth management services to high-net-worth individuals and families.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
Lead the preparation and review of complex estate, gift, and trust tax returns (Forms 706, 709, and 1041) for high-net-worth individuals, families, and trusts
Ensure the accuracy and compliance of all tax filings with federal, state, and local tax regulations, while identifying and addressing complex tax issues
Provide expert consultation on complex estate, gift, and trust tax matters, serving as the go-to resource for internal teams and clients
Lead the development of advanced estate and gift tax strategies to help clients minimize tax liabilities and optimize wealth transfer to future generations
Work closely with clients, their attorneys, financial advisors, and other stakeholders to design, implement, and monitor comprehensive estate plans
Deliver personalized advisory services, focusing on long-term financial goals, tax minimization, and family wealth preservation
Cultivate and maintain deep, trusted relationships with clients, serving as the principal point of contact for all estate, gift, and trust-related matters
Proactively identify and address clients' evolving needs, offering new solutions and services as their circumstances change
Lead business development efforts within the estate and trust practice, driving growth by attracting new clients and expanding services to existing clients
Provide leadership and strategic direction to the estate, gift, and trust team, ensuring alignment with the firm’s goals and client service standards
Mentor and develop the next generation of leaders within the firm, supporting the growth and professional development of junior staff and managers
Contribute to the overall growth and success of the firm by participating in firm-wide initiatives and maintaining strong collaboration with other departments
Maintain a deep understanding of estate, gift, and trust tax laws, regulations, and industry best practices
Conduct advanced research on technical tax issues and provide leadership on complex matters requiring sophisticated solutions
Stay ahead of legislative changes and trends in the tax industry, ensuring clients benefit from the most current and strategic advice
Oversee the optimization of estate, gift, and trust tax compliance processes, ensuring efficiency and high-quality service delivery
Drive innovation within the department by exploring new technologies, tools, and methodologies that enhance client service and streamline operations
Will supervise subordinate staff
Qualification
Required
Bachelor's degree in accounting, finance, or a related field
10+ years of relevant experience
8+ years of progressive tax leadership experience in a CPA firm or related professional service environment
Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
Responsible for completing the minimum CPE credit requirement
Specific positions may require additional industry or specialization certifications
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred
Advanced degree (Master's) or additional relevant certifications
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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