Topel Forman LLC

• Technical review and approval of a variety of tax returns such as gifts, estate, and trusts, as well as related individual and investment partnerships. • Advise and consult clients on wealth transfer strategies, estate and gift tax planning strategies involving Irrevocable Trust structures like GRATs and SLATs, valuation discounts and GST planning to support multi-generational wealth and succession goals • Research tax issues and legislative changes, applying sound professional judgment to support client‑focused tax solutions • Identify and communicate tax and accounting issues to staff, supervisors, managers and partners, and participate in training and development efforts • Assume responsibility and ownership for own client list as well as serve as a firm resource on specialty tax issues and/or questions • 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 • Actively participate in the firm mentoring program • Additional responsibilities not listed above may be expected as needed

• 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

Tax Manager – High Net-Worth & Entity Job Description 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. 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 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 eligibility 35-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.