Job Description
We are looking for a Tax Manager to work remotely to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely held businesses, providing advanced tax planning, compliance, and advisory services in a fast‑changing tax environment. You will have the opportunity to work directly with clients, firm leaders, and play an active role in mentoring and developing staff within the firm.
Responsibilities
- Technical review and approval of a variety of tax returns such as gifts, estate, and trusts, as well as related individual and investment partnerships.
- Advise and consult clients on wealth transfer strategies, estate and gift tax planning strategies involving Irrevocable Trust structures like GRATs and SLATs, valuation discounts and GST planning to support multi-generational wealth and succession goals
- Research tax issues and legislative changes, applying sound professional judgment to support client‑focused tax solutions
- Identify and communicate tax and accounting issues to staff, supervisors, managers and partners, and participate in training and development efforts
- Assume responsibility and ownership for own client list as well as serve as a firm resource on specialty tax issues and/or questions
- Develop and maintain an excellent working relationship with all levels of client staff to add value internally and strengthen client relationships
- Assist with business development and firm marketing initiatives
- Actively participate in the firm mentoring program
- Additional responsibilities not listed above may be expected as needed
Requirements
- Bachelor’s Degree/ and Master’s in Accounting/Taxation
- Minimum of 7 years of recent, relevant trust, estate, and gift tax experience
- CPA/EA license
- Prior public accounting tax experience
- Knowledge of tax software and MS Office
- Ability to provide exceptional client service as well as develop trusted client relationships
- Strong leadership and personnel management skills
Preferred Qualifications
- CCH Axcess/ProSystem fx® tax
- Big 4 experience from a private client service group
- Experience with family limited partnerships (FLPs) and investment partnerships of family groups
- Form 706 estate tax compliance experience
About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you’ll find the high level of talent and expertise you’d expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at www.topelforman.com.
Benefits
- Competitive salary with the range of $130,000 to $170,000, with annual merit increases
- Annual discretionary bonus eligibility
- 35-hour workweek during non-busy season
- To learn more about our firm and benefit offerings, please visit our careers page.
Hybrid Work Internet Policy
Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
Skills Required
- Bachelor's Degree and Master's in Accounting/Taxation
- Minimum of 7 years of relevant trust, estate, and gift tax experience
- CPA/EA license
- Prior public accounting tax experience
- Knowledge of tax software and MS Office
- Strong leadership and personnel management skills
What We Do
Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services. Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best of The Best Firm for the third time in four years. A 2022 and 2023 winner of Top Workplaces in Chicago, we live by our values of flexibility, integrity, respect, and excellence. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides access to professional growth and collaboration, offering a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits and a flexible work environment. The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide. You can learn more about our open positions on our website: www.topelforman.com/careers. Our offices are based in Chicago and Denver, and we are currently hiring remote and hybrid positions in audit, tax, and family office services. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Topel Forman, LLC. Please visit www.avantax.com/social_policy for more information
