Tax Manager - Gifts, Estates, and Trusts

Job Description

We are looking for a Tax Manager for our Denver 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 Denver office with the flexibility for you to choose when you would like to work in the office.

Responsibilities

Technical review and approval of a variety of tax returns such as gifts, estate, and trusts, as well as related individual and investment partnerships.

###responsibilities### not listed above may be expected as needed

###Requirements### 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

Preferred

Qualifications

CCH Axcess/ProSystem fx® tax Big 4

###experience### from a private client service group

###Experience### with family limited partnerships (FLPs) and investment partnerships of family groups Form 706 estate tax compliance

experience

About Us

Topel 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.

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. 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.