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.

Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. HCVT is built on partnership, expertise, and a commitment to excellence. As a Tax Principal in our Tax practice, you’ll have the opportunity to lead meaningful client relationships, influence firm strategy, and shape the next generation of tax professionals. Bring your technical expertise, leadership experience, and entrepreneurial mindset — and be part of a firm that values people as much as performance. Your role and responsibilities Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts and related workpapers Perform technical research and write correspondences Lead and trains teams of staff, seniors and managers Oversee planning and scheduling of engagements Create engagement budgets and in charge of billings Ensure quality of work product Monitor work-flow Coordinate constant flow of internal and external communication Maintain and develop business with existing and prospective clients Work closely with clients to advise on income tax issues and related tax planning To be successful, these are the skills, qualities and experience you will need 10+ years of recent technical tax experience Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities; private equity tax expertise preferred Licensed CPA or JD Capable of running mid-size to large client engagements Demonstrated leadership and supervisory skills with experience managing teams and workflows Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

• Conduct research and analysis on complex transactions • Lead and supervise staff in reviewing tax adjustments • Maintain knowledge of federal tax law developments • Review and support accurate preparation of tax accounting • Train, mentor, and coach staff for professional growth

• Lead critical global tax provision workstreams and serve as the primary income tax liaison for Brazil. • Ensure the accuracy, integrity, and timeliness of global income tax accounting and reporting processes. • Deliver accurate results in a high-stakes, deadline-driven environment. • Partner closely with regional tax teams in the Netherlands and Hong Kong.