Teams 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.