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
Tax Senior - Estate, Gift, and Trust Tax
The Estate, Gift and Trust Senior will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for clients. Consult and collaborate with attorneys, financial advisors, and other professional advisors to accomplish client goals and to represent the firm in the business...
Seasonal Tax Preparer - Entry Level and Experienced
Preparers will receive ongoing mentorship and support to develop tax preparation skills and grow their book of business. Experienced preparers will leverage their knowledge to complete more complex returns, including individual, trust, and partnership tax filings. Strong understanding of tax laws, a...
Attorney (Trusts and Estates)
Advising clients regarding the tax implications of estate planning and the ability to minimize tax liabilities for clients through strategies like gift and estate tax planning. We are looking for a highly skilled attorney with a proven track record in trusts and estates law, who is ready to bring th...
Senior Manager, Tax
Support the tax group in the design and implementation of tax planning and repatriation by providing detailed analysis, evaluations, reports, and research concerning the impact of US and local country income tax laws, regulations, rulings, and procedures, and proposed legislation. The Senior Tax Man...
Tax Filing Senior Manager
Oversee and manage the client delivery of tax filing, directly and indirectly, through colleagues and managers. Display advanced understanding of payroll tax filing and knowledge of regulations and legislative requirements. Seeking a candidate with excellent communication and team facilitation skill...
Tax Senior Manager, Core Tax Services
Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them Helps others to learn and apply ASC 740-10 and Firm policies, standards, and BDO TQM regarding them Reviews tax provisions –applies in-depth knowledge of ASC 740-10 if applicable to practice work...
Tax Senior - Kalamazoo
As a Tax Senior Accountant, you will be responsible for helping prepare and review financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant serves to m...
Tax Senior Manager, Private Client Services
The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. Reviews complex individual, trust, est...
National Tax Office & Transactional Specialist - Intern (2025)
Assisting with National Tax Office functions, such as writing internal and external tax alerts on current tax developments and emerging planning techniques. Researching complex tax issues and write technical memorandum. Deepen knowledge in tax and tax consulting through exposure to both service line...
Tax Senior Associate, Non Profit
The Nonprofit Tax Senior Associate will be responsible for coordinating the day-to-day preparation and gathering of information for client tax returns. The Non Profit Tax Senior Associate may also be charged with supervising and reviewing the work of Core Tax Services Associates working on non profi...