Tax Manager - Gifts, Estates, and Trusts

Job DescriptionWe are looking for a Tax Manager for our Chicago office to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely held businesses, providing advanced tax planning, compliance, and advisory services in a fast‑changing tax environment. You will have the opportunity to work directly with clients, firm leaders, and play an active role in mentoring and developing staff within the firm.This position is hybrid in our Chicago office with the flexibility for you to choose when you would like to work in the office.ResponsibilitiesTechnical 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 goalsResearch tax issues and legislative changes, applying sound professional judgment to support client‑focused tax solutionsIdentify and communicate tax and accounting issues to staff, supervisors, managers and partners, and participate in training and development effortsAssume responsibility and ownership for own client list as well as serve as a firm resource on specialty tax issues and/or questionsDevelop and maintain an excellent working relationship with all levels of client staff to add value internally and strengthen client relationshipsAssist with business development and firm marketing initiativesActively participate in the firm mentoring programAdditional responsibilities not listed above may be expected as neededRequirementsBachelor’s Degree/ and Master’s in Accounting/TaxationMinimum of 7 years of recent, relevant trust, estate, and gift tax experienceCPA/EA licensePrior public accounting tax experience Knowledge of tax software and MS OfficeAbility to provide exceptional client service as well as develop trusted client relationshipsStrong leadership and personnel management skillsPreferred QualificationsCCH Axcess/ProSystem fx® taxBig 4 experience from a private client service groupExperience with family limited partnerships (FLPs) and investment partnerships of family groups Form 706 estate tax compliance experienceAbout UsTopel 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.BenefitsCompetitive salary with the range of $130,000 to $170,000, with annual merit increasesAnnual discretionary bonus eligibility35-hour workweek during non-busy seasonTo learn more about our firm and benefit offerings, please visit our careers page.Hybrid Work Internet Policy Internet requirements for working hybrid: 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.