Hybrid Tax Manager – Investment Partnerships (Remote-Ready)

Topel Forman, L.L.C.; Denver (CO); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Annual discretionary bonus

35-hour workweek

Career development opportunities

Job summary

Topel Forman is seeking an experienced Tax Manager – Investment Partnerships to lead complex fund-of-funds tax engagements and mentor a growing team. Hybrid role based in Denver, with flexibility to work remotely and in-office as needed; you will drive U.S.

tax reporting for foreign activities and advance process improvements across our practice. The ideal candidate has CPA or EA credentials, 5+ years in investment partnership taxation, and a strong Excel background, with a passion for

Qualifications

• CPA or EA certification.
• Minimum of 5+ years in investment partnership tax.
• Strong knowledge of fund-of-funds taxation.
• Experience with U.S. reporting of foreign activities.
• Excel proficiency and interest in automation.

Responsibilities

• Oversee preparation and review of fund-of-funds partnership tax returns (K-1, K-3).
• Ensure compliance with U.S. tax reporting of foreign investments and income.
• Research and resolve federal/state tax matters for investment partnerships and investors.
• Identify process improvements and develop/implement solutions with leadership.
• Mentor, develop, and retain staff through mentoring programs.

Skills

CPA

Enrolled Agent

Leadership

Excel proficiency

Process improvement

Mentoring staff

Education

Bachelors in accounting

Tools

CCH Axcess Tax

Job description

Topel Forman is seeking an experienced Tax Manager – Investment Partnerships to lead complex fund-of-funds tax engagements and mentor a growing team. Hybrid role based in Denver, with flexibility to work remotely and in-office as needed; you will drive U.S.

tax reporting for foreign activities and advance process improvements across our practice. The ideal candidate has CPA or EA credentials, 5+ years in investment partnership taxation, and a strong Excel background, with a passion for