Manager
640 UHY Advisors Great Lakes, Inc. · Farmington Hills, Michigan · On-site
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Manage and review complex estate gift and trust tax compliance and planning for high net worth clients.
Worth knowing: Travel may be frequent and unpredictable
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.
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