Tax Manager – Investment Partnership

Topel Forman LLC

. Oversee preparation and review of fund-of-funds partnership tax returns, including Schedules K-1 and K-3 .

Posted 9/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $130,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment partnership tax compliance, including preparation and review of tax returns and Schedules K-1 and K-3. Proven ability to lead teams, mentor staff, and implement process improvements while ensuring compliance with U.S. tax reporting requirements.

Highest-signal resume keywords

Investment Partnership Tax KnowledgeCPA or Enrolled Agent (EA)Strong Excel ProficiencyCCH Axcess Tax ExperienceLeadership and Personnel Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationCompliance Engagement ManagementProcess ImprovementData AnalyticsAutomation Initiatives

Soft Skills

MentoringCollaborationClient Management

Tools & Technologies

CCH Axcess Tax

Certifications & Qualifications

CPAEnrolled Agent (EA)

Industry Keywords

Fund-of-FundsSchedules K-1Schedules K-3Foreign InvestmentsMultistate Partnership Compliance

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in accounting
CPA or Enrolled Agent (EA)
Minimum of 5 or more years of experience working with investment partnership tax clients
Strong investment partnership tax knowledge and ability to independently manage complex compliance engagements
Strong Excel proficiency
Interest in process improvement and technology
Strong leadership and personnel management skills
Experience with CCH Axcess Tax (preferred)
Experience with large partner populations and complex multistate partnership compliance (preferred)
Experience developing or implementing standardized workpapers, compliance processes, or automation initiatives (preferred)
Experience with or interest in data analytics, AI, automation, and other technologies that enhance tax compliance and reporting (preferred)

Benefits

Comp & perks

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
Remote work from a home office
Remote internet policy requiring minimum 100+ Mbps download and 20+ Mbps upload speeds; password-protected home Wi-Fi