Topel Forman LLC · 1 week ago
Tax Manager - State and Local (SALT)
Topel Forman LLC is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of services. They are seeking a highly skilled State and Local Tax Manager with expertise in partnership taxation to provide strategic guidance, manage complex tax issues, and lead a team of professionals.
ConsultingFinancial ServicesInsurance
Responsibilities
Provide expert guidance and advice on state and local tax matters related to partnerships, including compliance and tax planning
Oversee the preparation and review of state tax returns for multiple fund-of-fund investment entities
Advise on state nexus and subsequent filing requirements for entities and individuals
Experience determining allocation and/or apportionment requirements
Stay abreast of changes in state and local tax laws and regulations, assess their impact on clients, and develop proactive strategies to mitigate risks and optimize tax outcomes
Lead and manage a team of tax professionals, providing mentorship, coaching
Qualification
Required
Bachelor's degree in accounting
CPA or Enrolled Agent (EA)
Minimum of 7 or more years of experience working in both SALT and Investment Partnerships
Experience responding to notices from state tax authorities
Knowledge of 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
Top 50 or Regional Firm experience preferred
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
Company
Topel Forman LLC
Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services.