Tax Staff Accountant - Estate, Gift and Trust
UHY • Sterling Heights, Michigan • 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.
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