Senior
640 UHY Advisors Great Lakes, Inc. · Sterling Heights, Michigan
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Prepare and review complex estate gift and trust tax returns and provide tax planning for high net worth clients.
Worth knowing: Travel may be frequent and unpredictable depending on client needs.
JOB SUMMARY The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax. JOB DESCRIPTION Tax Compliance and Review: Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227 and 1041) Ensure compliance with all relevant federal, state, and local tax regulations Address technical tax issues and ensure accuracy and timeliness of all deliverables Tax Planning and Advisory Services: Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans Provide strategic recommendations to clients based on their unique goals and financial situations Client Engagement and Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships through regular communication and exceptional service Proactively identify client needs and offer solutions that align with their objectives. Manage multiple engagements simultaneously, ensuring client satisfaction and timely delivery of services Team Leadership and Mentorship: Supervise and mentor junior team members, providing technical training and professional development support Review the work of staff to maintain accuracy and adherence to firm standards Foster a collaborative team culture and contribute to the success of the department.
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