Estate, Gift, and Trust Staff

Job Description

Tax Staff Accountant – Estate, Gift and Trust | UHY-US

The Tone:
This is a full-time role at UHY-US, located in Farmington Hills, MI. UHY is a professional services firm that provides audit, tax, consulting, and advisory services primarily to middle market clients. This role is crucial for delivering specialized tax services to high-net-worth individuals, families, and their advisors by preparing and analyzing complex tax returns, supporting strategic tax planning, and ensuring compliance with applicable laws.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Farmington Hills, MI

• Team: Collaborates within the tax team
• Mission: Ensures compliance and optimizes wealth transfer for high-net-worth clients through expert tax preparation and planning.
• Tech Stack: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

What You’ll Actually Do
• Oversee Tax Compliance: Prepare and review Forms 706, 709, and 1041, ensuring adherence to federal, state, and local tax regulations while accurately documenting all information.
• Support Tax Planning: Contribute to developing strategies for wealth transfer, minimizing tax liabilities, and preserving client assets through financial data analysis.
• Manage Client Engagement: Collaborate with clients, attorneys, and financial advisors to collect necessary information and provide clear, timely communication.
• Perform Tax Research: Conduct in-depth research on estate, gift, and trust tax laws and emerging trends, drafting memos or reports on tax implications and strategies.
• Enhance Processes: Identify and implement improvements to increase efficiency in tax return preparation and planning services.

The Must-Haves
• Background: Bachelor’s degree in accounting, finance, or a related field; Entry-Level with a minimum of five accounting classes, one individual income tax class, and one business law class.
• Experience: 1+ year of relevant professional experience.
• Skills: Preparation and review of estate, gift, and trust tax returns; financial data analysis; tax law research; client communication; teamwork.
• Bonus: Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD); responsible for completing minimum CPE credit requirements; proficiency with Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.