Tax Manager - Estate, Gift, and Trust
UHY(4 months ago)
About this role
The Estate, Gift, and Trust Manager leads complex estate, gift, and trust tax engagements for high-net-worth individuals and families, providing strategic tax advice and oversight. The role involves managing client relationships, mentoring staff, and shaping the firm’s estate and trust tax practice.
Required Skills
- Estate Tax
- Gift Tax
- Trust Tax
- Tax Planning
- Tax Compliance
- Client Management
- Team Leadership
- Tax Research
- Process Improvement
- Axcess Tax
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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