As an award-winning firm, Topel Forman has been serving a range of individuals and professionals, to family-owned businesses and corporations for over sixty years, providing accounting, tax, audit, family office, and advisory services. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides accessibility to professional growth and collaboration that offers 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. A multi-year winner of Top Workplaces, we live by our values of flexibility, integrity, respect, and excellence.
The Investment Project Tax Interns will assist with our ongoing investment partnership project as well as exposure to tax forms and software.
Why Work at TF?
You're not just another face in the crowd.
On day one you will be paired with a tax supervisor or manager who will serve as a mentor and will provide support and guidance throughout your entire internship. Additionally, each intern is paired with a buddy, usually a tax associate, who has been through our internship program. Your buddy serves as an additional resource for you during the internship. Our leadership including partners and managers care that you experience growth during your time here. You will have the opportunity to interact with them, and they will treat you like a professional working at the firm.
Time Commitment
Our Investment Project Tax Intern Program is a full-time internship paid at a rate of $28 per hour . Your availability will be discussed during the interview process. Our summer internship will begin in mid-May and conclude in mid-August. We recommend no more than one or two classes during your internship to ensure both your success in the internship and your schoolwork does not suffer.
Essential Functions
General
- Reviewing tax source documents including Schedule K-1s from underlying investments
- Analysis on tax return source documents such as: hedge fund K1, state K1, interpreting footnotes, and identifying foreign reporting
- Recording data from source documents into workpapers files to be used for preparing the tax returns related to the investment partnership project
- Build a working knowledge of tax forms and processes
- Demonstrating flexibility in prioritizing and completing tasks
- Proactively seeking guidance, clarification and feedback
- Learn about the Firm – get to know partners/managers, services provided, specialties of individuals, key clients and industries served
- Build communication skills: practice business writing (clear workpapers and emails), working with other professionals, and feeling comfortable in business situations.
Required Education and Experience
- Must be an Accounting major expected to graduate in 2026 or 2027.
- Energetic and team-oriented
- Must have the ability to multi-task and communicate effectively
- Proficient in Microsoft Office applications, specifically Excel
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.
Top Skills
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
