Tax Manager at Topel Forman LLC

<p><strong>Tax Manager – High Net-Worth &amp; Entity&nbsp;</strong></p> <p><strong>Job Description</strong></p> <p>We are looking for a Tax Manager working remotely, to lead and manage a book of clients including a combination of individuals, entities, trust, estate, and gift tax returns while delivering quality tax services that will afford you the opportunity to both develop professionally and increase the firm’s reputation.</p> <p><strong>Responsibilities</strong></p> <ul> <li>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</li> <li>Research tax issues and legislation and exercise professional judgment with respect to issue identification to develop solutions to tax issues in returns</li> <li>Identify and communicate tax and accounting issues to staff, as well as managers and partners</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>Mentor, develop and retain staff through active participation 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 in accounting</li> <li>Minimum of 5 or more years of recent, relevant experience specializing in High Net-Worth Individuals as well as Estate &amp; Gift, Trust, or Flow Through Entity Taxation</li> <li>CPA</li> <li>Knowledge of CCH 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 Requirements</strong></p> <ul> <li>Big 4 or Regional Firm experience preferred</li> </ul> <p><strong>About Us</strong><br>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 <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&nbsp;</li> <li>Annual discretionary bonus eligibility&nbsp;</li> <li>35-hour workweek during non-busy season&nbsp;</li> <li>To learn more about our firm and benefit offerings, please visit our <a href="https://topelforman.com/careers/">careers page</a></li> </ul> <p>&nbsp;</p> <p><em><strong>Remote Work Internet Policy</strong></em></p> <p><em><span class="ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak">Internet requirements for working remotely: 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.</span></em></p> <p>&nbsp;</p> <p>&nbsp;</p>