Senior Manager - Estate, Gift and Trust
UHY(4 months ago)
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.
Required Skills
- Estate Tax
- Gift Tax
- Trust Tax
- Tax Planning
- Tax Compliance
- Client Relations
- Team Leadership
- Tax Research
- Axcess Tax
- Thomson Reuters
Qualifications
- Bachelor's Degree in Accounting or Finance
- CPA
- Enrolled Agent
- LLM
- CFP
- MST
- Juris Doctor (JD)
- CPE Requirement
About UHY
uhy-us.comThe right CPA firm makes all the difference. Find out more about our “Next Level of Service” philosophy.
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