JOB SUMMARY

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.

JOB DESCRIPTION

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:

• 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

Supervisory responsibilities

• N/A

Work environment

• Work is conducted in a professional office environment with minimal distractions

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

• 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.

WHO WE ARE

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.

WHAT WE OFFER

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.