Jobs at Topel Forman LLC

Staff Accountant supporting family office clients by recording and reconciling transactions, maintaining general ledgers, preparing financial statements, managing month- and year-end closes, resolving accounting discrepancies, and developing recordkeeping systems. The role collaborates with audit and tax teams, communicates with clients and advisors, and supports tax planning and risk identification for businesses, trusts, estates, partnerships, foundations, and individuals.

Manages complex investment partnership tax compliance engagements, including fund-of-funds returns, Schedules K-1 and K-3, foreign investment reporting, and multistate compliance. Researches federal and state tax matters, improves technology-enabled processes, mentors staff, and supports team development. The role requires strong investment partnership tax expertise, leadership skills, and the ability to independently manage complex client engagements.

The Tax Manager will guide on state and local tax matters, lead a team, oversee tax returns, and ensure compliance for partnerships.

Lead and manage a client book for various tax returns, mentor staff, develop client relationships, and ensure quality tax services.

The Audit Supervisor manages client assurance engagements, mentors associates, and ensures quality financial reporting while maintaining client relationships and compliance with standards.

As an IT Consultant, you will support clients' desktop, server, networking, and security needs, requiring five to seven years of IT experience.

As a Senior Audit Associate, you will manage financial statement engagements, mentor junior associates, and ensure client satisfaction while maintaining compliance with accounting standards.

The Senior Tax Associate prepares various tax returns and supports the development of interns, while contributing to client relationships and team management.

The Tax Manager manages tax planning, compliance, and advisory services for high-net-worth clients, focusing on gifts, estates, and trusts while mentoring staff.

Oversee complex fund-of-funds partnership tax compliance, including returns, Schedules K-1 and K-3, foreign investment reporting, and multistate matters. Research federal and state tax issues, improve technology-enabled processes, and mentor tax staff. Manage client engagements independently while supporting standardized workpapers, automation, analytics, and workflow modernization.

The Tax Manager leads tax return preparation, research, client relationships, and staff mentoring while ensuring quality tax services.

The Tax Manager leads tax planning and compliance for gifts, estates, and trusts, advising high-net-worth clients, developing staff, and managing relationships.