Tax Manager - State and Local

Remote: 
Full Remote
Contract: 
Work from: 
United States

Offer summary

Qualifications:

Bachelor’s degree in accounting or related field., CPA or Enrolled Agent certification., At least 7 years of experience in SALT and Investment Partnerships., Strong knowledge of state and local tax laws and compliance..

Key responsibilities:

  • Provide guidance on state and local tax matters related to partnerships.
  • Oversee preparation and review of state tax returns for investment entities.
  • Advise clients on state nexus and filing requirements.
  • Lead and mentor a team of tax professionals.

Topel Forman LLC logo
Topel Forman LLC SME https://www.topelforman.com/
51 - 200 Employees
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Job description

Job Overview

We are seeking a highly skilled State and Local Tax Manager with a strong emphasis on partnership taxation. The ideal candidate will possess comprehensive knowledge of state and local tax laws, regulations, and compliance requirements, particularly as they pertain to partnerships. This role will involve providing strategic guidance and support to clients, managing complex tax issues, and leading a team of professionals in delivering exceptional service. Topel Forman has a hybrid work schedule, where you can pick and choose which days you would like to be in the office. 

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

Requirements

  • 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 Requirements

  • Top 50 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 a 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: 200+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • People Management
  • Leadership
  • Microsoft Office
  • Mentorship
  • Team Management
  • Coaching

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