Topel Forman LLC
51 - 200 employees
💸 Finance
🏢 Enterprise
🤝 B2B
Finance • Enterprise • B2B
Topel Forman LLC is a Chicago and Denver-based accounting firm that has been providing high-quality accounting services for over 60 years. Specializing in tax services, audit & assurance, family office solutions, and wealth management, the firm serves a diverse clientele, including brokers, dealers, manufacturing and distribution companies, real estate, and high-net-worth individuals. Topel Forman prides itself on a culture of flexibility, integrity, trust, and excellence, aiming to build trusted relationships with clients through a collaborative approach. The firm is committed to community involvement and corporate citizenship, supported by a strong set of core values emphasizing inclusion and support for its employees and clients.
Tax Manager
🕒 April 1
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Topel Forman LLC
51 - 200 employees
💸 Finance
🏢 Enterprise
🤝 B2B
Finance • Enterprise • B2B
Topel Forman LLC is a Chicago and Denver-based accounting firm that has been providing high-quality accounting services for over 60 years. Specializing in tax services, audit & assurance, family office solutions, and wealth management, the firm serves a diverse clientele, including brokers, dealers, manufacturing and distribution companies, real estate, and high-net-worth individuals. Topel Forman prides itself on a culture of flexibility, integrity, trust, and excellence, aiming to build trusted relationships with clients through a collaborative approach. The firm is committed to community involvement and corporate citizenship, supported by a strong set of core values emphasizing inclusion and support for its employees and clients.
📋 Description
• Prepares and reviews a variety of tax returns, including individual, partnerships, S corporation, C corporations, trust, gift, estate and/or not-for-profit tax returns • Research tax issues and legislation and exercise professional judgment with respect to issue identification to develop solutions to tax issues in returns • Identify and communicate tax and accounting issues to staff, as well as managers and partners • 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 • Mentor, develop and retain staff through active participation in the firm mentoring program • Additional responsibilities not listed above may be expected as needed
🎯 Requirements
• Bachelor’s degree in accounting • Minimum of 5 or more years of recent, relevant experience specializing in High Net-Worth Individuals as well as Estate & Gift, Trust, or Flow Through Entity Taxation • CPA • Knowledge of CCH tax software and MS Office • Ability to provide exceptional client service as well as develop trusted client relationships • Strong leadership and personnel management skills
🏖️ 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
Apply NowSimilar Jobs
🕒 April 1
Gift, Estate, Trust and HNWI Tax Supervisor with tax planning expertise at Advantage Group. Collaborate with clients and senior accountants on tax returns and relationship management.
🕒 April 1
Remote Tax Manager needed for CPA firm focusing on real estate and construction. Must have CPA license and extensive experience in public accounting.
🕒 April 1
Remote Tax Senior at a top regional CPA firm managing diverse clients in various industries. Preparing complex tax returns and ensuring compliance for a wide range of entities.
🕒 April 1
Tax Manager at a tech-enabled financial services company managing portfolios of tax clients. Offering innovative tax planning and consulting expertise while collaborating in a remote work environment.
🕒 April 1
Real Estate Tax Advisor focusing on tax planning and advisory services for real estate investors. Engaging with clients primarily via Zoom to support their real estate investments.
