Tax Manager - Investment Partnership

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

Benefits offered by this job

Competitive salary

Bonuses

35-hour workweek

Learning and development

Job summary

Topel Forman is seeking an experienced Tax Manager – Investment Partnerships to lead complex fund-of-funds tax engagements in the Chicago area. The role focuses on U.S.

reporting, K-1/K-3, and partnership tax issues, with an emphasis on mentoring staff and improving processes. This hybrid position offers flexibility to work largely remote while collaborating with partners and clients, with opportunities to influence automation, data analytics, and technology-enabled workflows in a growing

Qualifications

• Bachelor’s degree in accounting required.
• CPA or Enrolled Agent designation required.
• Minimum 5+ years of investment partnership tax experience.
• Strong Excel proficiency and process-improvement interest.

Responsibilities

• Oversee preparation and review of fund-of-funds tax returns (K-1/K-3).
• Ensure U.S. tax reporting compliance for foreign investments.
• Lead research on federal/state tax matters affecting partnerships.
• Develop and implement process improvements with leadership.
• Mentor and retain staff through the mentoring program.

Skills

Investment partnership tax

Excel proficiency

Leadership

Client management

Education

Bachelor’s degree in Accounting

Tools

CCH Axcess Tax

Job description

Job Overview

Topel Forman is seeking an experienced Tax Manager – Investment Partnerships with 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.

This position is hybrid in our Chicago office, but is largely remote with the flexibility for you to choose when you would like to work in the office.

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.