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Jobs · Management · Michigan

Tax Manager - Estate, Gift, and Trust

UHY-US · Farmington Hills, MI · 3 wk ago
ManagementFull-time

Job Summary

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. As a manager, you will lead and manage client relationships, guide the team in delivering exceptional services, and provide strategic advice on estate, gift, and trust tax matters. This role offers a unique opportunity to take ownership of client engagements, mentor junior staff, and drive the strategic direction of estate and trust taxation within the firm.

Job Description

  • Tax Compliance and Oversight
    • 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
  • Tax Planning and Strategic Advisory
    • 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
  • Client Relationship and Engagement Management
    • 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
  • Team Leadership and Development
    • 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
  • Research and Technical Leadership
    • 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
  • Process and Efficiency Improvement
    • 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
  • Supervisory Responsibilities
    • Will supervise subordinate team members

Physical Demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time. Must be able to lift up to 15 pounds at a time.

Travel Required

Travel may be frequent and unpredictable, depending on client’s needs.

Required Education and Experience

  • 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

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