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

Tax Manager – Gifts, Estates, and Trusts