Tax Manager @ Topel Forman LLC | Jobright.ai
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Topel Forman LLC · 3 days ago

Tax Manager

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Comp. & Benefits

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Responsibilities

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

Qualification

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High Net-Worth Individuals taxationEstate & Gift taxationTrust taxationFlow Through Entity taxationCPADegree in accountingCCH tax softwareMS OfficeClient servicePersonnel management skillsBig 4 experienceRegional Firm experience

Required

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

Preferred

Big 4 or Regional Firm experience preferred

Benefits

Annual discretionary bonus eligibility
35-hour workweek during non-busy season

Company

Topel Forman LLC

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Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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Bradley Levandoski
Chief Operating Officer
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Company data provided by crunchbase
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