Topel Forman

Job Description We are looking for a Tax Manager for our Chicago office, to lead and manage a book of clients including a combination of individuals, entities, trust, estate, and gift tax returns while delivering quality tax services that will afford you the opportunity to both develop professionally and increase the firm’s reputation. Responsibilities - Prepares and reviews a variety of tax returns, including individual, partnerships, S corporation, C corporations, trust, gift, estate and/or not-for-profit tax returns - Research tax issues and legislation and exercise professional judgment with respect to issue identification to develop solutions to tax issues in returns - Identify and communicate tax and accounting issues to staff, as well as managers and partners - Develop and maintain an excellent working relationship with all levels of client staff to add value internally and strengthen client relationships - Assist with business development and firm marketing initiatives - Mentor, develop and retain staff through active participation in the firm mentoring program - Additional responsibilities not listed above may be expected as needed Requirements - Bachelor’s degree in accounting - Minimum of 5 or more of recent, relevant experience specializing in High Net-Worth Individuals as well as Estate & Gift, Trust, or Flow Through Entity Taxation - CPA - Knowledge of CCH tax software and MS Office - Ability to provide exceptional client service as well as develop trusted client relationships - Strong leadership and personnel management skills Preferred Requirements - Big 4 or Regional Firm experience preferred 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 the 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.

Job Description As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm’s reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities - Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. - Build and maintain client relationships and manage all aspects of the client engagement process. - Supervise, train, and mentor associates and interns on the audit process. - Identify and resolve client issues discovered during the audit process. - Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. - Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. - Assist partners and managers on proposals and business development calls. - Continue professional development and training sessions on a regular basis. Requirements - BS/BA in Accounting. - Minimum of 4 or more years of progressive audit experience with a public accounting firm. - Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. - A passionate learner who welcomes opportunities to be stretched. - An entrepreneurial point of view in the Auditor role. - An energized professional seeking greater responsibility and more autonomy with clients. - Excellent project management, organizational and analytical skills. - Strong leadership and mentoring skills. - Dedication to providing superior client service. - Excellent verbal and written communication skills. - Proficiency in MS Office, specifically Word and Excel. - The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements - Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans - Experience in personal and entity income taxation preferred but not required - CPA certification is in-hand or eligible to sit for the exam. 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 the range of $110,000 to $130,000, 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.

Job Description As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the investment partnership and private equity; manufacturing and distribution, real estate, technology, and professional service companies industries. You will be rewarded with the opportunity to both develop professionally and increase the firm’s reputation. As a Senior Audit Associate, you will be developing, training, and mentoring associates. Responsibilities - Ability to be the in-charge of client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing to budget. - Supervise, train, and mentor associates and interns on the audit process. - Identify and resolve client issues discovered during the audit process and relay them to the Manager or Partner in charge. - Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. - Gain a comprehensive understanding of client operations, processes, and business objectives and apply that knowledge on engagements, and train associates with that knowledge. - Continue professional development and training sessions on a regular basis. Requirements - BS/BA in Accounting. - Minimum of 2 or more years of progressive audit experience with a public accounting firm. - Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. - The collaborative drive to contribute to a dynamic team environment as a true team player. - A passionate learner who welcomes opportunities to be stretched. - An entrepreneurial point of view in the Auditor role. - Excellent project management, organizational and analytical skills. - Strong leadership and mentoring skills. - Dedication to providing superior client service. - Excellent verbal and written communication skills. - Proficiency in MS Office, specifically Word and Excel. Preferred Qualifications - Experience with personal and entity income taxation preferred but not required - Experience in at least one of the following industries is highly preferred: Investment partnerships and private equity; manufacturing and distribution, or real estate. - CPA certification is in-hand or eligible to sit for the CPA exam. 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 the range of $65,000 to $90,000, 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.

Job Description As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm’s reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities - Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. - Build and maintain client relationships and manage all aspects of the client engagement process. - Supervise, train, and mentor associates and interns on the audit process. - Identify and resolve client issues discovered during the audit process. - Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. - Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. - Assist partners and managers on proposals and business development calls. - Continue professional development and training sessions on a regular basis. Requirements - BS/BA in Accounting. - Minimum of 4 or more years of progressive audit experience with a public accounting firm. - Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. - A passionate learner who welcomes opportunities to be stretched. - An entrepreneurial point of view in the Auditor role. - An energized professional seeking greater responsibility and more autonomy with clients. - Excellent project management, organizational and analytical skills. - Strong leadership and mentoring skills. - Dedication to providing superior client service. - Excellent verbal and written communication skills. - Proficiency in MS Office, specifically Word and Excel. - The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements - Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans - Experience in personal and entity income taxation preferred but not required - CPA certification is in-hand or eligible to sit for the exam. 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 annual salary range of $105,000-$145,000 - 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.