Tax Manager – Gifts, Estates, and Trusts

🕒 Maio 18

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Topel Forman LLC

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

A Topel Forman LLC é uma empresa de contabilidade com sede em Chicago e Denver, que há mais de 60 anos oferece serviços contábeis de alta qualidade. Especializada em serviços fiscais, auditoria e asseguração, soluções para escritórios familiares e gestão de patrimônio, a empresa atende uma clientela diversificada, incluindo corretores, distribuidores, empresas de manufatura e distribuição, imobiliárias e indivíduos de alto patrimônio. A Topel Forman se orgulha de uma cultura de flexibilidade, integridade, confiança e excelência, buscando construir relações de confiança com os clientes através de uma abordagem colaborativa. A empresa está comprometida com o envolvimento comunitário e cidadania corporativa, apoiada por um forte conjunto de valores fundamentais que enfatizam a inclusão e o apoio a seus funcionários e clientes.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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