Tax Staff Accountant - Estate, Gift and Trust

About the Role

As an Estate, Gift, and Trust Staff, you will contribute to delivering exceptional tax services to high-net-worth individuals, families, and their advisors. This role involves preparing and analyzing estate, gift, and trust tax returns, supporting tax planning strategies, and ensuring compliance with applicable laws. You will work collaboratively with a team of experienced professionals in a fast-paced, client-focused environment.

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.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 1+ year of relevant experience.
• Minimum 5 accounting classes, one individual income tax class, one business law class.

Preferred Qualifications

• 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.

Skills

• Proficiency in software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Work Environment

• Work is conducted in a professional office environment with minimal distractions.
• 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 may be frequent and unpredictable, depending on client’s needs.

Benefits

• Enjoy a collaborative and supportive work environment where teamwork is valued.
• Competitive compensation packages tailored to reflect the role, qualifications, and expertise.
• Comprehensive benefits including group health insurance, dental and vision coverage.
• 401(k) retirement plans.
• Generous paid time off (PTO) allowances.

About the Company

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. We bring experience from working within numerous industries to provide a 360-degree view of businesses. UHY works collaboratively with clients to develop flexible, innovative solutions that meet business challenges. As an independent member of UHY International, we are part of a top 20 international network of independent accounting and consulting firms.