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.
Tax Compliance:
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
Tax Planning and Analysis:
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
Client Engagement:
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
Research and Technical Expertise:
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
Collaboration and Process Improvement:
Supervisory responsibilities
Work environment
Physical demands
Travel required
Required education and experience
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 education and experience
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
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
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 are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
