Topel Forman LLC logo
Topel Forman LLC

audit • tax • consulting

Tax Manager – Gifts, Estates, and Trusts

TaxTaxFull TimeRemoteLeadTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

30 days ago

Salary

$130K - $170K / year

Seniority

Lead

Postgraduate Degree7 yrs expEnglish

Job Description

Tax Manager – Gifts, Estates, and Trusts

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

Job Requirements

  • Bachelor’s Degree/ and Master’s in Accounting/Taxation
  • Minimum of 7 years of recent, relevant trust, estate, and gift tax experience
  • CPA/EA license
  • Prior public accounting tax experience
  • Knowledge of tax software and MS Office
  • Ability to provide exceptional client service as well as develop trusted client relationships
  • Strong leadership and personnel management skills

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

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