Senior Staff - Estate, Gift & Trust
UHY(1 month ago)
About this role
An Estate, Gift, and Trust Senior Staff delivers tax services to high-net-worth individuals, families, and their advisors by preparing and analyzing estate, gift, and trust tax returns and supporting tax planning strategies. The role collaborates with a team of tax professionals to ensure compliance with applicable laws and to communicate effectively with clients and their advisors.
Required Skills
- Estate Tax
- Gift Tax
- Trust Tax
- Tax Planning
- Tax Research
- Return Preparation
- Financial Analysis
- Client Communication
- Tax Compliance
- Axcess Tax
Qualifications
- Bachelor's Degree in Accounting or Finance
- Accounting Coursework (5 classes)
- Individual Income Tax Class
- Business Law Class
- CPA
- Enrolled Agent
- LLM
- CFP
- MST
- Juris Doctor (JD)
+1 more
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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