Senior Tax Associate

Posted 18 Days Ago
Be an Early Applicant
Chicago, IL
Junior
Fintech • Professional Services • Financial Services
The Role
The Senior Tax Associate prepares and reviews various tax returns, researches tax issues, develops solutions, maintains client relationships, and mentors interns. This role plays a vital part in delivering high-quality tax services and contributing to the firm's reputation.
Summary Generated by Built In

Job Description

We are looking for an Senior Tax Associate for our Chicago office, to help prepare and review 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 other 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
  • Mentorship and development of our interns, while being an active participant in the internship training program
  • Additional responsibilities not listed above may be expected as needed

Requirements 

  • Bachelor’s degree in accounting
  • Minimum of 2 or more relevant public accounting experience
  • 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

  • Big 4 or Regional Firm experience preferred
  • CPA in progress 

Who We Are

Topel Forman, an award-winning, full-sized certified public accounting firm, has been named one of Inside Public Accounting's Best of The Best Firms and an AccountingToday Regional Leader and Firm to Watch. With a rich 63-year history, our services cater to diverse clients, ranging from individuals to corporations, offering comprehensive solutions in accounting, tax, attestation, family office, and advisory services. Guided by values of flexibility, integrity, respect, and excellence, we stand out through our commitment to world-class client service and offer an enriching professional environment. Our inclusive culture fosters growth and collaboration and provides employees flexible work options and a robust benefits package. Our compassionate leadership and welcoming culture support personal and professional successes. 

Benefits

  • Competitive salary with the range of $85,000 to $105,000, 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

Hybrid Work Internet Policy 

Internet requirements for working hybrid: 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.


The Company
HQ: Denver, Colorado
147 Employees
On-site Workplace
Year Founded: 1961

What We Do

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.

Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best of The Best Firm for the third time in four years.

A 2022 and 2023 winner of Top Workplaces in Chicago, we live by our values of flexibility, integrity, respect, and excellence. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides access to professional growth and collaboration, offering a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits and a flexible work environment.

The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide.

You can learn more about our open positions on our website: www.topelforman.com/careers.

Our offices are based in Chicago and Denver, and we are currently hiring remote and hybrid positions in audit, tax, and family office services.

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Topel Forman, LLC. Please visit www.avantax.com/social_policy for more information

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