Tax Manager

4 weeks ago


Sterling Heights, Michigan, United States UHY Full time

Position Summary

The Focus is Excellence

UHY's Estate, Gift, and Trust department is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for providing advanced technical expertise in estate, gift, and trust tax compliance and consulting. You will serve as a subject matter expert, demonstrating excellence in most advanced technical skills and staying abreast of industry news.

Key Responsibilities

  • Serves as a subject matter expert in the estate, gift, and trust area
  • Demonstrates excellence in most advanced technical skills
  • Complies with pronouncements of professional and other regulatory groups
  • Continues to develop industry expertise and stays abreast of industry news
  • Recognizes complex technical issues and applies authority to support conclusions
  • Participates in client-related planning, where appropriate
  • Effectively communicates all technical material to clients, verbally and in writing
  • Proficient in use of necessary discipline software and applications
  • Demonstrates excellence in client service and business acumen
  • Ensures top-quality client service and oversees total engagement activity
  • Assists partners/managing directors in managing effective billing and collections
  • Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities

Requirements

  • 5-8 years of experience preferred in estate, gift, and trust tax compliance and consulting
  • Minimum Bachelor's degree
  • CPA preferred or 5-8 years of experience preferred in estate, gift, and trust
  • Must maintain required CPE credits annually
  • May possibly have other industry or specialization certification
  • Must complete acknowledgement of Independence Guidelines and Ethical Standards document
  • Government engagements require ability to obtain a security clearance from the United States government

What We Offer

  • Great Culture - Team-like culture of a small office with the benefits of a large firm
  • Competitive Compensation - Based on the role, credentials, and experience
  • Comprehensive Benefits - We offer group health insurance, dental, vision, 401K, PTO

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