Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this is not designed to cover or contain a ...
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this is not designed to cover or contain a ...
Tax Manager
$103K - $135K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Tax Manager
$103K - $135K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Tax Senior
Farmington Hills, MI ยท On-site
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Senior
Farmington Hills, MI ยท On-site
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Manager - Kalamazoo
Kalamazoo, MI ยท On-site
$104K - $137K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Tax Manager - Kalamazoo
Kalamazoo, MI ยท On-site
$104K - $137K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this is not designed to cover or contain a ...
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this is not designed to cover or contain a ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Senior
Farmington Hills, MI ยท On-site
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Senior
Farmington Hills, MI ยท On-site
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Principal
Ann Arbor, MI ยท On-site
$108K - $142K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Advanced degree (Master ...
Tax Principal
Ann Arbor, MI ยท On-site
$108K - $142K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Advanced degree (Master ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
International Tax Manager
$123K - $156K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
International Tax Manager
$123K - $156K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Tax Senior
Sterling Heights, MI ยท On-site
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Senior
Sterling Heights, MI ยท On-site
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Manager
Farmington Hills, MI ยท On-site
$109K - $143K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Tax Manager
Farmington Hills, MI ยท On-site
$109K - $143K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Juris Doctor (JD) degree ...
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in professional service ...
Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in professional service ...
Tax Principal
$108K - $142K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Advanced degree (Master ...
Tax Principal
$108K - $142K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Advanced degree (Master ...
... hardware/software integration services. * Monitor competition by gathering current marketplace ... Checkpoint, Palo Alto, Cisco, Splunk, McAfee, Symantec etc.) and the security marketplace. Your ...
... hardware/software integration services. * Monitor competition by gathering current marketplace ... Checkpoint, Palo Alto, Cisco, Splunk, McAfee, Symantec etc.) and the security marketplace. Your ...
Tax Senior - Kalamazoo
Kalamazoo, MI ยท On-site
$77K - $99K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
Tax Senior - Kalamazoo
Kalamazoo, MI ยท On-site
$77K - $99K/yr
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience * Experience in ...
D., preferred Software: * Advanced proficiency in Microsoft Excel used to create spreadsheets to ... Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred ...
D., preferred Software: * Advanced proficiency in Microsoft Excel used to create spreadsheets to ... Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred ...
Checkpoint Software information
How does a typical day look for someone working in a technical support role at Checkpoint Software?
What is a Checkpoint Software Engineer?
What are the key skills and qualifications needed to thrive as a Check Point Software Engineer, and why are they important?
What is the difference between Checkpoint Software vs Firewall Engineer?
| Aspect | Checkpoint Software | Firewall Engineer |
|---|---|---|
| Certifications | Checkpoint certifications (e.g., CCSA, CCSE) | CCNA Security, CISSP, or vendor-specific certifications |
| Work Environment | Cybersecurity, network security, software configuration | Network security, firewall setup, troubleshooting |
| Industry Usage | Security product development, enterprise security solutions | Implementing and managing firewalls in various organizations |
Checkpoint Software is a cybersecurity company specializing in security software and solutions, while a Firewall Engineer focuses on configuring and managing firewalls within networks. Both roles require security certifications and involve network security tasks, but Checkpoint Software professionals often work with specific products, whereas Firewall Engineers handle broader firewall deployment and maintenance across different platforms.

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 20 days ago
Job description
As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm's most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm.
JOB DESCRIPTION
Leadership in Tax Compliance and Oversight:
- Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization
- Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues
- Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely
Strategic Tax Planning and Advisory Services:
- Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens
- Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions
- Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools
Client Relationship Management and Business Development:
- Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service
- Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services
- Play a key role in business development, assisting in identifying new opportunities and expanding the firm's client base
Team Leadership and Development:
- Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence
- Review and provide constructive feedback on team members' work to ensure accuracy and adherence to firm standards
- Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles
Technical Leadership and Thought Leadership:
- Serve as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends
- Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients
- Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space
Process Optimization and Innovation:
- Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team
- Identify and drive technological innovations to enhance service delivery and optimize the client experience
- Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes
Supervisory responsibilities
- Will supervise subordinate team members
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, 1 tax class, and one business law class
- 8+ years of relevant experience preparing and reviewing estate, gift and trust returns
- Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
- 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
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.