Additional Information
JOB SUMMARY
The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax.
JOB DESCRIPTION
Tax Compliance and Review:
Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227 and 1041)
Ensure compliance with all relevant federal, state, and local tax regulations
Address technical tax issues and ensure accuracy and timeliness of all deliverables
Tax Planning and Advisory Services:
Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation
Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans
Provide strategic recommendations to clients based on their unique goals and financial situations
Client Engagement and Relationship Management:
Serve as the primary point of contact for clients, fostering strong relationships through regular communication and exceptional service
Proactively identify client needs and offer solutions that align with their objectives.
Manage multiple engagements simultaneously, ensuring client satisfaction and timely delivery of services
Team Leadership and Mentorship:
Supervise and mentor junior team members, providing technical training and professional development support
Review the work of staff to maintain accuracy and adherence to firm standards
Foster a collaborative team culture and contribute to the success of the department.
Research and Thought Leadership:
Stay up to date on changes in estate, gift, and trust tax laws and regulations
Conduct in-depth research on complex tax issues and present findings to the team and clients
Contribute to thought leadership initiatives, including internal knowledge sharing and external client updates
Process Improvement and Innovation:
Identify and implement best practices to enhance efficiency in tax compliance and planning processes
Leverage technology and automation to streamline workflows and improve service delivery
Supervisory responsibilities
N/A
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
Minimum 5 accounting classes, one individual income tax class, and one business law class
3 - 6 years of relevant experience including some preparation of estate, gift and trust returns
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
Uhyus · Sterling Heights, MI