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. Rather than operating solely within your own department, 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 gives you the opportunity to grow in your expertise and advance in your career. Flexible hours and a family-oriented culture promote the balance between professional development and an enjoyable family life. Our Michigan Avenue office is situated in the heart of the Magnificent Mile, steps away from public transit, restaurants, cultural opportunities and more. We offer a competitive salary, bonuses and benefits.
Desired Skills and Experience
We are looking for an experienced Tax Manager to lead and manage multiple operations of the tax practice area and to deliver quality tax services that will afford you the opportunity to both develop professionally and increase the firm’s reputation.
Review and manage the preparation of the tax returns in a variety of client service areas, including high net worth individual, estate & gift, trust and partnership taxation.
Build and maintain client relationships and manage all aspects of the client engagement process
Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
Research tax law and consult on tax technical questions
Assist with business development and firm marketing initiatives
Attract, develop and retain staff through active participation in the firm mentoring program
Bachelor’s degree in accounting or finance, CPA preferred
Minimum of 5 to 10 years’ of recent, relevant experience specializing in High Net Worth Individuals as well as Estate & Gift, Trust and Partnership Taxation
Big 4 or Regional Firm experience preferred
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
35 hour work week during non-busy season
Competitive salary with annual merit increases
A full suite of employee health benefits including: medical, dental, vision, group term life/ADD, long term disability
Topel Forman is a certified public accounting firm providing a wide range of attest, accounting, tax, advisory and consulting services to individuals, professionals, closely-held and family owned businesses and corporations in the Midwest and around the nation for over 50 years.
We believe that the basis of an effective relationship is built upon trust between professional and client. At Topel... Forman, we earn that trust with our tireless work ethic and proactive personal attention to our clients’ accounts. We are also committed to delivering the highest level of professional accounting, tax, and consulting services.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.