Senior Manager - Estate, Gift and Trust
UHY
About this role
A Senior Manager in the Estate, Gift, and Trust group leads delivery of complex, high-value client engagements focused on wealth transfer and fiduciary tax matters. The role oversees strategic tax compliance and planning for high-net-worth individuals, families, and their advisors and contributes to the firm’s strategic direction. It requires advanced knowledge of estate, gift, and trust taxation and strong leadership to manage and develop a team.
Skills
Qualifications
About UHY
uhy-us.comThe right CPA firm makes all the difference. Find out more about our “Next Level of Service” philosophy.
Recent company news
Hartford Business Journal2026 BEST PLACES TO WORK: 07. UHY
3 days ago
MSNUHY acquires Queensbury accounting firm
1 day ago
Inside Public AccountingUHY Expands in New York’s Capital Region with Addition of CMJ LLP
3 weeks ago
CPA Practice AdvisorUHY Acquires St. Louis Firm Larson Tax Partners
2 weeks ago
The Business JournalsUHY acquires downtown St. Louis tax firm in latest Midwest expansion
2 weeks ago
About UHY
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for UHY.
Salary
$86k – $116k
per year
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