Tax Manager – Investment Partnership

Job not on LinkedIn

🔥 40 minutes ago

🇺🇸 United States – Remote

💵 $130k - $170k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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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