Hybrid Tax Manager — Gifts, Estates & Trusts

Topel Forman LLC; Chicago (IL); Híbrido; USD 130.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Annual discretionary bonus

35-hour workweek during non-busy season

Descripción de la vacante

Topel Forman LLC is seeking a Tax Manager for their Chicago office to provide advanced tax planning, compliance, and advisory services to high-net-worth individuals and closely-held businesses. The successful candidate will have a minimum of 7 years of relevant experience, a CPA/EA license, and the ability to develop trusted client relationships. This hybrid role offers a competitive salary between $130,000 and $170,000, annual bonuses, and a workweek of 35 hours during non-busy seasons.

Formación

• Minimum of 7 years of recent trust, estate, and gift tax experience.
• CPA/EA license required.
• Prior public accounting tax experience preferred.

Responsabilidades

• Technical review and approval of various tax returns.
• Advise clients on wealth transfer strategies.
• Research tax issues and legislative changes.

Conocimientos

Client service

Leadership

Tax planning

Research

Educación

Bachelor's Degree in Accounting/Taxation

Master's in Accounting/Taxation

Herramientas

CCH Axcess

ProSystem fx® tax

MS Office

Descripción del empleo

Topel Forman LLC is seeking a Tax Manager for their Chicago office to provide advanced tax planning, compliance, and advisory services to high-net-worth individuals and closely-held businesses. The successful candidate will have a minimum of 7 years of relevant experience, a CPA/EA license, and the ability to develop trusted client relationships. This hybrid role offers a competitive salary between $130,000 and $170,000, annual bonuses, and a workweek of 35 hours during non-busy seasons.