Topel Forman LLC · 2 days ago
Tax Manager
Chicago, IL
Full-time
Hybrid
Senior Level
$130K/yr - $170K/yr
5+ years expTopel Forman LLC is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of services. They are seeking a Tax Manager to lead and manage a book of clients, focusing on various tax returns and developing client relationships while mentoring staff.
ConsultingFinancial ServicesInsurance
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
Required
Bachelor's degree in accounting
Minimum of 5 or more 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
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bradley Levandoski
Chief Operating Officer
Company data provided by crunchbase