Topel Forman LLC

Tax Manager

Topel Forman LLC

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $130,000 - $170,000 per year

About the role

  • 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

  • Bachelor’s degree in accounting
  • Minimum of 5 or more years of recent, relevant experience specializing in High Net-Worth Individuals as well as Estate & Gift, Trust, or Flow Through Entity Taxation
  • CPA
  • Knowledge of CCH 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
  • To learn more about our firm and benefit offerings, please visit our careers page
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax returnsindividual taxpartnership taxS corporation taxC corporation taxtrust taxgift taxestate taxnot-for-profit taxtax issue research
Soft Skills
client servicerelationship buildingmentoringleadershipcommunicationproblem solvingteam developmentprofessional judgmentbusiness developmentstaff management
Certifications
CPA