JOB SUMMARY

As the Estate, Gift, and Trust Managing Director, you will lead the firm's estate, gift, and trust practice and serve as a strategic advisor to high-net-worth individuals, families, and their teams of advisors. You will be responsible for driving the direction of the practice, managing the most complex and high-profile client relationships, and overseeing tax planning and compliance efforts. This role requires advanced technical expertise, outstanding leadership skills, and the ability to develop new business opportunities to further expand the firm’s presence in the estate, gift, and trust tax space.

JOB DESCRIPTION

Leadership in Tax Compliance and Oversight:

• Lead the firm’s estate, gift, and trust practice, ensuring the delivery of expert tax services, including the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041)

• Oversee compliance with all federal, state, and local tax regulations, ensuring timely and accurate filings for clients with complex needs

• Act as the firm’s top technical advisor for estate, gift, and trust tax matters, guiding internal teams on complex issues and tax strategy development

Strategic Tax Planning and Advisory Services:

• Spearhead the creation of highly sophisticated tax planning strategies designed to minimize tax liabilities, protect family wealth, and ensure smooth wealth transfer across generations

• Collaborate with clients, attorneys, financial advisors, and other key stakeholders to implement comprehensive and customized estate, gift, and trust plans

• Provide ongoing strategic advisory services to clients, helping them navigate complex tax issues and adjust their plans as circumstances evolve

Client Relationship Management and Business Development:

• Serve as the principal point of contact for key clients, developing and maintaining trusted relationships with high-net-worth individuals and families

• Proactively identify clients' evolving needs and provide new services and solutions to address them

• Lead the firm’s business development efforts, leveraging existing relationships and industry expertise to attract new clients and expand the practice’s footprint

Firm Leadership and Strategic Direction:

• Set the strategic direction for the estate, gift, and trust practice, ensuring alignment with the firm’s long-term goals and vision

• Foster a collaborative and high-performance culture, ensuring team members are aligned, motivated, and continuously developing their skills

• Take a leading role in the firm’s overall growth, participating in firm-wide initiatives and collaborating with other practice areas

Research, Technical Expertise, and Thought Leadership:

• Stay at the forefront of estate, gift, and trust tax laws, regulations, and best practices, maintaining a deep knowledge of industry trends and changes

• Lead and manage advanced research on complex tax issues, presenting solutions to clients and team members

• Serve as a thought leader in the industry by contributing to the firm’s knowledge base, publishing articles, and presenting at seminars and conferences

Operational Excellence and Innovation:

• Oversee the continuous improvement of estate, gift, and trust processes, implementing efficiencies and best practices across all aspects of the practice

• Drive innovation within the practice by exploring new technologies, tools, and methodologies to enhance service delivery and optimize client outcomes

Supervisory responsibilities

• Will supervise subordinate staff

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

• 15+ years of relevant experience

• 10+ years of progressive tax leadership experience in a CPA firm or related professional service environment

• Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)

• Specific positions may require additional industry or specialization certifications

• Responsible for completing the minimum CPE credit requirement

• Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

• Advanced degree (Master's) or additional relevant certifications

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.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.