Teams at Topel Forman LLC

Staff Accountant supporting family office clients by recording and reconciling transactions, maintaining general ledgers, preparing financial statements, managing month- and year-end closes, resolving accounting discrepancies, and developing recordkeeping systems. The role collaborates with audit and tax teams, communicates with clients and advisors, and supports tax planning and risk identification for businesses, trusts, estates, partnerships, foundations, and individuals.

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.

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.