Tax Senior - Estate, Gift & Trust

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.

###responsibilities### N/A 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, one individual income tax class, and one business law class 3 – 6 years of relevant

###experience### including some preparation of estate, gift and trust returns Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and

experience

###Experience### in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD) Responsible for completing the minimum CPE credit requirement 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. 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.