Tax Manager - Gifts, Estates, and Trusts at Topel Forman LLC

<p><strong>Job Description</strong></p> <p>We are looking for a <strong>Tax Manager </strong>to work remotely to join our <strong>Gift, Estate, and Trust </strong>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.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Technical review and approval of a variety of tax returns such as gifts, estate, and trusts, as well as related individual and investment partnerships.</li> <li>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</li> <li>Research tax issues and legislative changes, applying sound professional judgment to support client‑focused tax solutions</li> <li>Identify and communicate tax and accounting issues to staff, supervisors, managers and partners, and participate in training and development efforts</li> <li>Assume responsibility and ownership for own client list as well as serve as a firm resource on specialty tax issues and/or questions</li> <li>Develop and maintain an excellent working relationship with all levels of client staff to add value internally and strengthen client relationships</li> <li>Assist with business development and firm marketing initiatives</li> <li>Actively participate in the firm mentoring program</li> <li>Additional responsibilities not listed above may be expected as needed</li> </ul> <p><strong>Requirements&nbsp;</strong></p> <ul> <li>Bachelor’s Degree/ and Master’s in Accounting/Taxation</li> <li>Minimum of 7 years of recent, relevant trust, estate, and gift tax experience</li> <li>CPA/EA license</li> <li>Prior public accounting tax experience&nbsp;</li> <li>Knowledge of tax software and MS Office</li> <li>Ability to provide exceptional client service as well as develop trusted client relationships</li> <li>Strong leadership and personnel management skills</li> </ul> <p><strong>Preferred Qualifications</strong></p> <ul> <li>CCH Axcess/ProSystem fx® tax</li> <li>Big 4 experience from a private client service group</li> <li>Experience with family limited partnerships (FLPs) and investment partnerships of family groups</li> <li>&nbsp;Form 706 estate tax compliance experience</li> </ul> <p><strong>About Us</strong></p> <p>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&nbsp;<a href="https://topelforman.com/careers/">www.topelforman.com.</a>&nbsp;</p> <p><strong>Benefits</strong></p> <ul> <li>Competitive salary with the range of $130,000 to $170,000, with annual merit increases</li> <li>Annual discretionary bonus eligibility</li> <li>35-hour workweek during non-busy season</li> <li>To learn more about our firm and benefit offerings, please visit our <a href="https://topelforman.com/careers/job-postings/topelforman/tax-manager-state-and-local/?gh_jid=6609557003">careers page</a>.</li> </ul> <p><strong><em>Hybrid Work Internet Policy&nbsp;</em></strong></p> <p><em>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.</em></p> <p>&nbsp;</p>