Topel Forman LLC

Financial Planning and Analysis

• 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 process improvement opportunities and collaborate with practice leadership to develop and implement solutions
• Mentor, develop, and retain staff through active participation in the firm's mentoring program
• Work directly with clients, senior-level management, and partners

Tax Manager – Investment Partnership