Tax Manager - Estate, Gift, and Trust Tax

Position Summary:

THE FOCUS IS YOU: 

Our Tax team is looking for the right fit to join our growing and collaborative estate, gift, and trust department. UHY is a national CPA firm. The ideal candidate is someone who is interested in positively mentoring and developing our staff. Our client base is very broad and offers exposure to a variety of industries and returns. This role will include heavy detail review of returns. We are truly seeking someone who is looking for upward mobility. Apply today if that is you! 

The Manager has mastered the skills and requirements of the Senior role. The Manager is developing greater leadership skills and continuously taking on greater responsibilities. The Manager is building the capacity to assist the partners/managing directors in assuming overall responsibilities in a variety of areas.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

• Serves as a subject matter expert in the estate, gift, and trust area

• Demonstrates excellence in most advanced technical skills

• Complies with pronouncements of professional and other regulatory groups and enlightens and teaches the impact of such pronouncements to all staff

• Continues to develop industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge

• Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions

• Participates in client related planning, where appropriate

• Effectively communicates all technical material to clients, verbally and in writing 

• Proficient in use of necessary discipline software and applications

• Demonstrates excellence in client service and business acumen

• Ensures top quality client service and oversees total engagement activity

• Assists partners/managing directors in managing effective billing and collections

• Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities

WHAT WE ARE LOOKING FOR

Experience

• 5-8 years of experience preferred in estate, gift, and trust tax compliance and consulting

Education

• Minimum Bachelor’s degree:

• CPA preferred or 5-8 years of experience preferred in estate, gift, and trust

License / Certification

• Must maintain required CPE credits annually

• May possibly have other industry or specialization certification 

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document

• Government 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