Tax Manager

Topel Forman LLC; Chicago (IL); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Bonus eligibility

35-hour workweek

Job summary

Topel Forman LLC in Chicago seeks a Tax Manager to lead a client book including individuals, entities, trust, estate, and gift tax returns, delivering high-quality services to develop professionally and raise the firm’s reputation.

The ideal candidate has 5+ years of experience in HNW, estate, trust, or flow-through taxation, CPA, and proficiency in CCH tax software and MS Office. Excellent client relationships and leadership skills are essential.

Qualifications

• Bachelor's degree in accounting.
• Minimum of 5+ 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.

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.

Skills

Leadership

Client service

Mentoring

Business development

Education

Bachelor's degree in accounting

Tools

CCH tax software

MS Office

Job description

Job Description

We are looking for a Tax Manager for our Chicago office, 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.

Job Description

We are looking for a Tax Manager for our Chicago office, 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.

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

Requirements

• 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 Requirements

• Big 4 or Regional Firm experience preferred

About Us

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 www.topelforman.com.

Benefits

• Competitive salary with the range of $130,000 to $170,000, with annual merit increases
• Annual discretionary bonus eligibility35-hour workweek during non-busy season
• To learn more about our firm and benefit offerings, please visit our careers page

Remote Work Internet Policy

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.