Position Summary
THE FOCUS IS YOU :
We are looking for a Tax Senior Accountant in the Estate, Gift, and Trust Practice in the Great Lakes Region.
The Estate, Gift and Trust Senior will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for clients.
The senior will simultaneously conduct multiple engagements while maintaining contact with clients. The senior will display technical and communication skills, and judgement essential for dealing with clients.
WHAT YOU WILL DO
Regular duties include (but are not limited to) :
- Preparation of fiduciary income tax returns and maintenance of accounts and records for various estates and trusts
- Coordination of Estate & Trust planning which would include the calculation of potential estate and / or gift taxes
- Coordinating distributions to various trust beneficiaries and arranging for payment of estimated taxes
- Advise and consult on Estate, Gift and Trust tax planning matters or proposed tax legislation in these areas with firm or client leadership
- Consult and collaborate with attorneys, financial advisors, and other professional advisors to accomplish client goals and to represent the firm in the business community on estate and trust planning and tax preparation matters
- Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
- Handles more complex tasks and projects within discipline / function
- Reviews work of less experienced staff and shares knowledge to develop staff technical skills
- Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
- Demonstrates savvy and understanding of interrelationship with other departments
WHAT WE ARE LOOKING FOR
Experience
- 2-5 years in relevant position
- Public accounting or other professional services environment preferred
- Experience with Trust Accounting, Estate / Trust Planning, and analyzing estate / trust documents
- Experience with ProSystem FH and Engagement preferred
- Experience with providing comprehensive tax services to a diverse client base
- Experience with preparing complex estate / trust / gift tax returns
Education
Minimum Bachelor's degree or equivalent technology experience
License / Certification
- Enrolled Agent or CPA preferred, but not required
- Must maintain required CPE credits annually if a licensed CPA
Legal / Compliance
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Governmental engagements require ability to obtain a security clearance from the United States government.
WHO WE ARE
READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible.
We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives.
UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed.
Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we're doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world.
We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
Reach out to us today to learn how we can help you.
WHAT WE OFFER
- Great Culture Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation Based on the role, credentials, and experience
- Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO
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