Tax Manager – Gifts, Estates, and Trusts

Topel Forman LLC

Tax Manager for Gift, Estate, and Trust team providing advanced tax planning and client advisory services. Working directly with high-net-worth individuals and families in a fast-changing tax environment.

Posted 5/19/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $130,000 - $170,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax returnswealth transfer strategiesestate tax planninggift tax planningIrrevocable Trust structuresvaluation discountsGST planningtax researchclient-focused tax solutionspublic accounting tax experience

Soft Skills

client servicerelationship buildingleadershippersonnel managementcommunicationtraining and developmentbusiness developmentmentoring

Certifications

Bachelor’s DegreeMaster’s in AccountingMaster’s in TaxationCPAEA