Job Overview
Topel Forman is seeking an experienced Tax Manager – Investment Partnerships working remotely in your home office. This person will have a strong background in fund-of-funds taxation, including private equity and hedge fund structures, investor special allocations, and U.S. reporting of foreign activities. The ideal candidate will take ownership of complex tax compliance engagements, play an active role in developing our team, and contribute to the modernization of our processes, workpapers, and technology-enabled workflows as our investment partnership practice continues to grow.
Responsibilities
- Oversee preparation and review of fund-of-funds partnership tax returns, including Schedules K-1 and K-3.
- Ensure compliance with U.S. tax reporting of foreign investments and income.
- Research and resolve federal and state tax matters affecting investment partnerships and their investors.
- Identify opportunities for process improvement and collaborate with practice leadership to develop and implement solutions.
- Mentor, develop, and retain staff through active participation in the firm's mentoring program.
Requirements
- Bachelor’s degree in accounting
- CPA or Enrolled Agent (EA)
- Minimum of 5 or more years of experience working with investment partnership tax clients
- Strong investment partnership tax knowledge and demonstrated ability to independently manage complex compliance engagements.
- Strong Excel proficiency and an interest in process improvement and technology.
- Strong leadership and personnel management skills
Preferred Requirements
- Experience with CCH Axcess Tax.
- Experience with large partner populations and complex multistate partnership compliance.
- Experience developing or implementing standardized workpapers, compliance processes, or automation initiatives.
- Experience with or interest in data analytics, AI, automation, and other technologies that enhance tax compliance and reporting.
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 a 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
Remote Work Internet Policy
Internet requirements for working remotely: 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.
Skills Required
- Bachelor's degree in accounting
- CPA or Enrolled Agent certification
- At least 5 years of experience working with investment partnership tax clients
- Strong investment partnership tax knowledge
- Ability to independently manage complex tax compliance engagements
- Strong Microsoft Excel proficiency
- Interest in process improvement and technology
- Strong leadership and personnel management skills
- Experience with CCH Axcess Tax
- Experience with large partner populations and complex multistate partnership compliance
- Experience developing or implementing standardized workpapers, compliance processes, or automation initiatives
- Experience with or interest in data analytics, artificial intelligence, automation, and related tax technologies
What We Do
Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services. Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best of The Best Firm for the third time in four years. A 2022 and 2023 winner of Top Workplaces in Chicago, we live by our values of flexibility, integrity, respect, and excellence. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides access to professional growth and collaboration, offering a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits and a flexible work environment. The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide. You can learn more about our open positions on our website: www.topelforman.com/careers. Our offices are based in Chicago and Denver, and we are currently hiring remote and hybrid positions in audit, tax, and family office services. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Topel Forman, LLC. Please visit www.avantax.com/social_policy for more information
