Tax Manager – Gifts, Estates, and Trusts

🕒 May 18

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Topel Forman LLC

WebsiteLinkedInAll Job Openings

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

• 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

🏖️ 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