Topel Forman LLC

HQ
Chicago
Total Offices: 2
147 Total Employees
Year Founded: 1961

Topel Forman LLC Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers charitable contribution matching

Offers occupational accident insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Company Culture

Provides commuter benefits

Offers legal assistance

Provides free snacks and drinks

Utilizes a flexible work schedule

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides military leave

Offers paid volunteer time

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Fintech • Professional Services • Financial Services
Oversee complex fund-of-funds partnership tax compliance, including returns, Schedules K-1 and K-3, foreign investment reporting, and multistate matters. Research federal and state tax issues, improve technology-enabled processes, and mentor tax staff. Manage client engagements independently while supporting standardized workpapers, automation, analytics, and workflow modernization.
15 Days AgoSaved
In-Office
Denver, CO, USA
Fintech • Professional Services • Financial Services
Manage complex investment partnership tax compliance engagements, including fund-of-funds returns, Schedules K-1 and K-3, foreign investment reporting, and multistate compliance. Research federal and state tax matters, improve tax processes and technology-enabled workflows, and mentor staff. The role requires strong investment partnership tax expertise, independent engagement management, leadership skills, and CPA or EA credentials.
15 Days AgoSaved
In-Office
Chicago, IL, USA
Fintech • Professional Services • Financial Services
Manages complex investment partnership tax compliance engagements, including fund-of-funds returns, Schedules K-1 and K-3, foreign investment reporting, and multistate compliance. Researches federal and state tax matters, improves technology-enabled processes, mentors staff, and supports team development. The role requires strong investment partnership tax expertise, leadership skills, and the ability to independently manage complex client engagements.