Tax Principal - Estate, Gift & Trust
UHY(1 month ago)
About this role
An Estate, Gift, and Trust Principal at UHY is a senior leader who oversees the firm’s estate, gift, and trust practice and represents the firm to high-net-worth individuals and their advisors. The role focuses on shaping departmental strategy, supporting firm growth, and providing senior-level advisory and oversight for complex client matters.
Required Skills
- Estate Tax
- Gift Tax
- Trust Tax
- Tax Compliance
- Tax Planning
- Tax Research
- Client Management
- Business Development
- Leadership
- Mentoring
+2 more
Qualifications
- Bachelor's Degree
- CPA
- Enrolled Agent
- LLM
- CFP
- MST
- Juris Doctor (JD)
- CPE Requirement
- Master's Degree (Preferred)
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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