Tax Staff Accountant - Estate, Gift and Trust
UHY • Sterling Heights, MI • Full Time
Posted on Fri, Aug 7, 2026
JOB SUMMARY
As an Estate, Gift, and Trust Staff, you will contribute to delivering exceptional tax services to high-net-worth individuals, families, and their advisors. This role involves preparing and analyzing estate, gift, and trust tax returns, supporting tax planning strategies, and ensuring compliance with applicable laws. You will work collaboratively with a team of experienced professionals in a fast-paced, client-focused environment.JOB DESCRIPTION
Tax Compliance:
Prepare and review estate, gift, and trust tax returns (Forms 706, 709, and 1041).
Ensure compliance with federal, state, and local tax regulations
Verify and document tax-related information accurately and comprehensively
Tax Planning and Analysis:
Assist in crafting strategies for wealth transfer, minimizing tax liabilities, and preserving client assets
Analyze financial data to support planning decisions tailored to client needs
Client Engagement:
Work directly with clients, attorneys, and financial advisors to gather required information and ensure seamless service delivery
Provide clear, timely communication to address client questions and concerns
Research and Technical Expertise:
Conduct in-depth research on estate, gift, and trust tax laws and emerging trends
Assist in drafting memos or reports on tax implications and strategies
Collaboration and Process Improvement:
Work collaboratively within the tax team to deliver high-quality work products
Identify opportunities to improve processes and increase efficiency in tax return preparation and planning services
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
AuditFriendly salary estimate
The employer did not post a salary for this role. Based on AuditFriendly's salary intelligence model (comparable live postings, role, seniority, and location), we estimate base pay of $61,000–$88,000 per year (median ~$74,000). This is an AuditFriendly estimate, not an employer-provided figure.
More live tax_associate roles
- Tax Preparer at Current — Tucson, Arizona, US
- Tax Staff at Ljb Cpa — Dallas, Texas, United States
- Senior Income Tax Specialist at FRIDAY & Associates — Atlanta, Georgia, United States
- Tax Associate at Beebout Williams & Olds CPAs — El Dorado Hills, California, United States
- Tax Staff Accountant at SEK, CPAs & Advisors — Hagerstown, Maryland, United States
- Claims Tax Analyst at H&R Block Management (Remote)
- Junior Tax Advisor at Acorn Financial Services — Reston, Virginia, United States
- Payroll Tax Specialist at TriNet — Atlanta, Georgia, United States
- Payroll Tax Specialist at Wipfli (Remote)
- Tax Staff Accountant at Banijay Group — United States
- Tax Specialist, Payroll at Magna International — Aurora, Ontario, Canada
- Corporate Tax Associate at Applied Underwriters — Omaha, Nebraska, United States
- Tax Accountant at The GEO Group — Boca Raton, Florida, United States
- Tax Accountant at Mirion Technologies — Atlanta, Georgia, United States
- Tax Associate at Haynie and Company — Odessa, Texas, United States
- Tax Accountant at Golub Capital — Chicago, Illinois, United States
- Staff Tax Accountant at Current — Springfield, MO, United States
- Corporate Tax Accountant at Charger Logistics — Brampton, Ontario, Canada
- Tax Analyst at Phjw USA — Los Angeles, California, United States
- Seasonal Tax Accountant at Robinson Farmer Cox Associates — Staunton, Virginia, United States
- Tax Analyst – Trust, Estate & Gift at Schneider Downs & Co. — Pittsburgh, Pennsylvania, United States
- Rehire Tax Preparer at CTS — Gardner, Kansas, US
- Tax Associate, National Office (SALT) at Armanino — Century City, California, United States
- Motor Vehicle & Tax Specialist I at Missoula County — Missoula, Montana, United States
- Tax Associate at Wealth Enhancement Group — El Cerrito, California, United States
- Tax Analyst at insightsoftware (Remote)
- Tax Accountant at Executive Scouting — Memphis, TN, US
- Tax Staff Accountant at Gelfand, Rennert and Feldman — White Plains, NY, US
- Payroll Tax Specialist at Cast & Crew (Remote)
- Tax Accountant at Lloyd’s — New York, United States
- 2027 Tax Staff I - National Office at EisnerAmper — Fort Lauderdale, Florida, United States
- Tax Analyst I at Wintrust — Rosemont, Illinois, United States
- Tax Specialist at CI Financial — Toronto, ON, Canada
- Tax Accountant at COUNTRY Financial — Bloomington, IL, US
- Tax Staff Accountant at UHY — St. Charles, MO, United States
- Tax Staff Accountant - Estate, Gift and Trust at UHY — Sterling Heights, Michigan, United States
- Tax Accountant at Simplot — Boise, Idaho, US
- Tax Analyst at Xero — Calgary, Alberta, Canada
- Tax Preparer at JTH Tax — Little Rock, AR, US
- Tax Accountant (High Net Worth) at Franklin Templeton — New York, New York, US
- Tax Manager / Senior Tax Accountant – Partner Track (CPA Firm) at Arkansas Talent Group — Little Rock, Arkansas, US
- Tax Analyst at Campbell's — Camden, NJ, United States
- Tax Associate | January 2027 at CBIZ — Colorado Springs, Colorado, United States
- Tax Specialist (High Net Worth) at Franklin Templeton — New York, New York, United States
- National Property Tax Analyst at O'Connor & Associates — Houston, TX, United States
- Tax Associate - Richmond, VA - Class of 2027 at CohnReznick — Richmond, Virginia, United States
- Sr. Investment Tax Specialist at Brown Brothers Harriman & Co — Boston, Massachusetts, United States
- Tax Associate at Squire & Company — Orem, Utah, US
- Fiduciary Tax Accountant III at Bank of America — Jacksonville, PA, United States
- Associate Tax Accountant at Institute of Electrical and Electronics Engineers — Piscataway, New Jersey, United States
- Senior Business Tax Associate at Mowery & Schoenfeld — Chicago, Illinois, United States