audit • tax • consulting
Tax Manager – Gifts, Estates, and Trusts
Location
United States
Posted
30 days ago
Salary
$130K - $170K / year
Seniority
Lead
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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• Perform initial and/or final review of manager, tax senior, tax staff and intern work products. • Act as primary client point of contact for the firm. • Identify opportunities for value added services for clients by staying abreast of their business needs. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products. • Act as primary client point of contact for the firm. • Identify opportunities for value added services for clients by staying abreast of their business needs. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Support business development efforts by nurturing existing relationships and helping to identify new client opportunities
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products. • Act as primary client point of contact for the firm. • Identify opportunities for value added services for clients by staying abreast of their business needs. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities


