Senior Staff - Estate, Gift & Trust jobs in United States
cer-icon
Apply on Employer Site
company-logo

UHY-US · 2 days ago

Senior Staff - Estate, Gift & Trust

positionFarmington Hills, MI
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date2+ years exp

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. 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 by preparing and analyzing tax returns and supporting tax planning strategies.

AccountingAdviceConsultingFinanceFinancial Services
check
H1B Sponsor Likelynote

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

Qualification

Estate tax returnsGift tax returnsTrust tax returnsTax complianceTax planning strategiesCPA certificationAxcess TaxClient communicationResearch skillsCollaboration

Required

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

Preferred

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

Benefits

Group health insurance
Dental and vision coverage
401(k) retirement plans
Generous paid time off (PTO) allowances

Company

UHY-US

twittertwittertwitter
company-logo
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.
dateFounded in 2000
location
Albany, New York, USA
people-size1001-5000 employees
web-link
https://uhy-us.com/

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 Stage
Total Funding
$19.67M
Key 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.
linkedin

Recent News

Business Wire
SINOVAC Announces Appointment of Independent Auditor
2025-10-25
Crain's Detroit Business
One of Michigan's largest accounting firms expands with 2 acquisitions
2025-01-09
DBusiness Magazine
UHY in Farmington Hills Receives Growth Investment from Summit Partners
2024-12-05
Company data provided by crunchbase