# Tax Manager - Gifts, Estates, and Trusts - Company: [Topelforman]() - Location: Remote - Remote: Yes - Team: Tax - Salary: $130K – $170K - Posted: May 18, 2026 ## Job description **Job Description** We are looking for a **Tax Manager** to work remotely 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. **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. * 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** * 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.](https://topelforman.com/careers/) **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](https://topelforman.com/careers/job-postings/topelforman/tax-manager-state-and-local/?gh_jid=6609557003). ***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.* ## Apply [Apply on Topelforman]() Canonical job page: