Teams at Topel Forman LLC

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.

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.