Senior Manager - Estate, Gift and Trust

Senior Manager in the Estate, Gift, and Trust Group

As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm's most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm.

Leadership in Tax Compliance and Oversight

Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization

Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues

Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely

Strategic Tax Planning and Advisory Services

Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens

Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions

Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools

Client Relationship Management and Business Development

Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service

Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services

Play a key role in business development, assisting in identifying new opportunities and expanding the firm's client base

Team Leadership and Development

Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence

Review and provide constructive feedback on team members' work to ensure accuracy and adherence to firm standards

Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles

Technical Leadership and Thought Leadership

Serve as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends

Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients

Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space

Process Optimization and Innovation

Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team

Identify and drive technological innovations to enhance service delivery and optimize the client experience

Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes

Supervisory responsibilities

Will supervise subordinate team members

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

Must be able to lift up to 15 pounds at a time

Travel required

Travel may be frequent and unpredictable, depending on client's needs

Required education and experience

Bachelor's degree in accounting, finance, or a related field

Minimum 5 accounting classes, 1 tax class, and one business law class

8+ years of relevant experience preparing and reviewing estate, gift and trust returns

Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)

Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

Specific positions may require additional industry or specialization certifications

Responsible for completing the minimum CPE credit requirement

Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Who We Are

UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

Positive Work Environment

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Comprehensive Benefit Package

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.