UHY LLP
Tax Manager - Estate, Gift, and Trust Tax
UHY LLP, Sterling Heights, Michigan, United States, 48310
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
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