Tax Manager – Investment Partnership

🕒 September 23

🇺🇸 United States – Remote

💵 $130k - $170k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Topel Forman LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Topel Forman LLC is a Chicago and Denver-based accounting firm that has been providing high-quality accounting services for over 60 years. Specializing in tax services, audit & assurance, family office solutions, and wealth management, the firm serves a diverse clientele, including brokers, dealers, manufacturing and distribution companies, real estate, and high-net-worth individuals. Topel Forman prides itself on a culture of flexibility, integrity, trust, and excellence, aiming to build trusted relationships with clients through a collaborative approach. The firm is committed to community involvement and corporate citizenship, supported by a strong set of core values emphasizing inclusion and support for its employees and clients.

📋 Description

• 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 process improvement opportunities and collaborate with practice leadership to develop and implement solutions • Mentor, develop, and retain staff through active participation in the firm's mentoring program • Work directly with clients, senior-level management, and partners

🎯 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 ability to independently manage complex compliance engagements • Strong Excel proficiency • Interest in process improvement and technology • Strong leadership and personnel management skills • Experience with CCH Axcess Tax (preferred) • Experience with large partner populations and complex multistate partnership compliance (preferred) • Experience developing or implementing standardized workpapers, compliance processes, or automation initiatives (preferred) • Experience with or interest in data analytics, AI, automation, and other technologies that enhance tax compliance and reporting (preferred)

🏖️ 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 • Remote work from a home office • Remote internet policy requiring minimum 100+ Mbps download and 20+ Mbps upload speeds; password-protected home Wi-Fi