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Topel Forman jobs - 39 jobs

  • Audit Supervisor

    Topel Forman 3.7company rating

    Topel Forman job in Denver, CO or remote

    As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. Build and maintain client relationships and manage all aspects of the client engagement process. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. Assist partners and managers on proposals and business development calls. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 4 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. An energized professional seeking greater responsibility and more autonomy with clients. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans Experience in personal and entity income taxation preferred but not required CPA certification is in-hand or eligible to sit for the exam. 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 ******************** Benefits Competitive annual salary range of $105,000-$145,000 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: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $105k-145k yearly 7d ago
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  • Senior Audit Associate

    Topel Forman 3.7company rating

    Topel Forman job in Chicago, IL or remote

    As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the investment partnership and private equity; manufacturing and distribution, real estate, technology, and professional service companies industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As a Senior Audit Associate, you will be developing, training, and mentoring associates. Responsibilities Ability to be the in-charge of client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing to budget. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process and relay them to the Manager or Partner in charge. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Gain a comprehensive understanding of client operations, processes, and business objectives and apply that knowledge on engagements, and train associates with that knowledge. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 2 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. The collaborative drive to contribute to a dynamic team environment as a true team player. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. Preferred Qualifications Experience with personal and entity income taxation preferred but not required Experience in at least one of the following industries is highly preferred: Investment partnerships and private equity; manufacturing and distribution, or real estate. CPA certification is in-hand or eligible to sit for the CPA exam. 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 ******************** Benefits Competitive salary with the range of $65,000 to $90,000, 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: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $65k-90k yearly 12d ago
  • CFO Services Consultant

    Rehmann 4.7company rating

    Remote job

    Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: Rehmann's Business Solutions group combines executive level talent with the latest technology tools to provide industry-specific financial guidance that drive and maximize bottom-line results. Our professionals provide our clients with flexible, customized financial solutions that support their key strategic decisions and day-to-day operations.How You'll Make an Impact at Rehmann: Reviewing transactional processes for efficiency, making recommendations and following through implementation. Managing client relationships and expectations. Leading operational conversations with management. Reviewing month-end close procedures and ensuring compliance. Reviewing budget to actual comparisons and preparing complex variance analysis. Managing budgeting/forecasting assumptions and process. Reviewing prepared financial statements and analysis. Reviewing cash flow projections. Reviewing cost accounting and margin performance. Recommending KPIs dashboards and aids. Advising and overseeing external accounting teams on month -end close procedures, preparation and analysis of financials. Reviewing intermediate business and/or personal income tax returns. Participating in client billing and quoting. Assessing engagement economics and making efforts to leverage the team to increase profitability. Reviewing engagement letter renewals. Coaching, developing and training associates Your Desired Skills, Values & Experiences: Bachelor's degree in Finance, Accounting, Economics, or related field. 6+ years of relevant experience in industry or public accounting consulting roles Strong presentation and communication skill set Strong technical skill set with experience in: Annual budget/strategic processes Financial analysis and forecasting processes Costing experience Recommendations regarding client internal controls and policies Adaptable to new technology Strong oversight experience with the following: Department structuring and management Month-end close process and internal financial statements Cash management and key metrics Out-of-the box thinking and an entrepreneurial spirit A new perspective and new ideas allowing us to continuously improve We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.
    $85k-142k yearly est. Auto-Apply 26d ago
  • Future Leaders Program Summer 2026 - Chicago (48514)

    Citrin Cooperman 4.7company rating

    Chicago, IL job

    Are you curious about what a career at a top 20 accounting firm looks like? Join us for Citrin Cooperman's Future Leaders Program , a one-day immersive program designed specifically for current college students who are pursuing the accounting profession. This experience will give you a firsthand look at the dynamic world of public accounting, introduce you to professionals across our Audit, Tax & Advisory practices, and help you explore the many career paths available within our firm. At Citrin Cooperman, we are committed to helping you focus on what matters to you, and the Future Leaders Program gives you the opportunity to immerse yourself in who we are, what we do, and why we love doing it! Hosted across several of Citrin Cooperman's offices in June 2026, the Future Leaders Program is geared towards students who are current freshman or sophomores in college who are working towards an Accounting Degree or a related business program. During our day-long program, you will get the chance to: Learn everything about our firm history and company culture here at Citrin Cooperman Learn about the industries we work within and the types of clients we service Get a firsthand glimpse into the work life of our Associates across various departments Network with professionals of all levels and your peers from other college campuses Explore ways to build a purposeful and successful career through our exclusive internships and full-time opportunities Qualifications Currently enrolled as an undergraduate student at an accredited college or university Pursuing a degree in Accounting or another related business degree Strong interest in exploring a career in public accounting Excellent communication and interpersonal skills Eager to learn, ask questions, and engage with professionals Able to commit to attending the full one-day program US work authorization
    $116k-162k yearly est. 6d ago
  • Accounting Senior Associate

    DHJJ 3.5company rating

    Naperville, IL job

    Applies accounting knowledge to record and analyze client data with neat and accurate work as part of a team with minimal coaching and supervision.Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. Who You Are: You are an experienced accountant who enjoys helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm. Responsibilities: Apply accounting knowledge to record and analyze client data with neat and accurate work as part of a team with minimal coaching and supervision. Work independently to organize project activities and ensure tasks are completed within project scope and budget Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions Coach and support Associates as they learn technical skills, systems, and processes and provide opportunities to apply them Identify appropriate lessons from client interactions to contribute to the development of firm knowledge systems Develop effective working relationships with clients through responsiveness and direct communication in order to influence and motivate them. Actively participate in initiatives to recruit talented people by providing time to speak with potential candidates and use external peer network to refer potential candidates Seek opportunities to participate in the proposal development process Prepare research for Managers and Senior Managers to support article writing for sales and marketing initiatives Required Skills: Proficiency in QuickBooks Online and Microsoft Office Excellent communication skills Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Qualifications: 3+ years of related experience CPA preferred DHJJ Perks: Hybrid work environment CPA exam incentives Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 12 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $68k-84k yearly est. 60d+ ago
  • Assurance Associate

    DHJJ 3.5company rating

    Naperville, IL job

    Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. Who You Are: You are a CPA candidate who enjoys helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm. Responsibilities: Apply technical knowledge to prepare financial statement workpapers with neat and accurate work as part of a team with coaching and supervision Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions Effectively plan and organize own work with direction to meet deadlines and complete tasks within agreed-upon timeframes Communicate directly with clients, responding to them in a timely and professional manner at the direction of the managers and principals. Participate in initiatives to recruit talented people by providing time to speak with potential candidates at career forums Undertake research to support sales and marketing initiatives Required Skills: Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Qualifications: 2+ years of related experience DHJJ Perks: Hybrid work environment CPA exam incentives Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 12 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $61k-71k yearly est. 60d+ ago
  • Tax Director - Trusts & Estates (49824)

    Citrin Cooperman 4.7company rating

    Chicago, IL job

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Trust & Estate Tax Director to join our Tax Department in Chicago, IL. As a Trust & Estate Tax Director, you will be responsible for: Supervise complex estate and high net worth consulting engagements. Analysis of tax and practical implications of estate plans and trust documents. Provide effective consulting and planning for high-net-worth individuals. Supervise complex estate and trust administration. QC of complex gift and estate tax returns. Perform tax research to resolve trust and estate issues. Maintain knowledge of new tax issues and general business trends that affect clients. Prepare thought leadership ready for external and internal circulation. Assist with development and refinement of practice and procedures for Trust & Estate Practice. Assist with learning and development as a course developer and presenter. Qualifications 10+ years of public accounting experience in the areas of estate tax, fiduciary income tax, estate planning, and trust administration CPA license or JD required A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns Possess a general understanding of entity taxation including partnerships and S-corporations Review of fiduciary accountings a plus Experience with international estate planning and foreign trusts a plus IRS audit experience a plus Excellent written and verbal communication skills Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices Energetic with a team-oriented mindset
    $101k-135k yearly est. 6d ago
  • Controller (Client Opening)

    Rehmann 4.7company rating

    Remote job

    Our client, Aalchem, is a leading provider of top-quality chemical products and detailed one-on-one customer service to ensure each customer receives the highest quality chemicals as needed to successfully operate their business. The Controller is a senior finance leader responsible for managing all accounting operations and supporting strategic decision-making. This role oversees financial reporting, cost analysis, internal controls, and team leadership to maintain financial integrity and operational efficiency. Core Responsibilities Financial Reporting & Compliance: Prepare accurate monthly, quarterly, and annual financial statements in accordance with GAAP. Provide meaningful and relevant analysis of financial performance and key operating metrics; providing actionable information Ensure compliance with federal, state, and local tax regulations. Oversee audits and maintain strong internal controls to mitigate risk. Budgeting, Forecasting & Analysis: Develop annual budgets and rolling forecasts; monitor variances and provide actionable insights. Conduct financial modeling and scenario analysis to support strategic planning. Cost & Inventory Management: Manage inventory costing and production cost analysis for chemical products. Identify opportunities for cost savings and efficiency improvements. Cash Flow & Risk Management: Monitor cash positions and funding requirements; manage debt and banking relationships. Implement risk management strategies and ensure liquidity for operations. Leadership & Team Development: Lead, manage, and inspire a team of 6 (5 accounting staff and 1 receptionist), ensuring clarity of roles and responsibilities. Provide strong leadership by setting clear goals, monitoring performance, and fostering a culture of accountability and engagement. Recruit, train, and continuously develop team members to meet evolving business needs and support career growth. Motivate and coach staff to achieve excellence, encouraging collaboration and professional development. Process Improvement & Technology: Streamline financial processes and introduce automation or ERP enhancements. Ensure timely and accurate month-end and year-end close processes Qualifications Bachelor's degree in Accounting or Finance; CPA strongly preferred. 7+ years of progressive accounting experience, including leadership roles. Strong knowledge of GAAP, cost accounting, and tax compliance. Experience in chemical manufacturing or distribution highly desirable. Proficiency in ERP systems and advanced Excel skills. Excellent analytical, communication, and leadership abilities. Key Competencies Strategic thinking with attention to detail Ability to manage complexity and drive process improvements Strong interpersonal skills for cross-functional collaboration Ability to lead, motivate, and develop teams effectively High emotional intelligence and empathy in leadership Conflict resolution and negotiation skills Resilience under pressure and adaptability to change Demonstrates resilience and maintains professionalism when navigating complex stakeholder dynamics. Comprehensive benefits package including Medical/Rx, Dental, Vision, Life/AD&D, Voluntary benefit options
    $79k-124k yearly est. Auto-Apply 9d ago
  • Information Technology Consultant

    Topel Forman 3.7company rating

    Topel Forman job in Chicago, IL or remote

    Job Description Our sister company, Topel Forman Information Services (TFIS LLC), is seeking an Information Technology Consultant. As an IT Consultant, you will have several years of experience working in Information Technology to support a diverse client base with a wide range of desktop, server, networking, and security needs. TFIS LLC is a progressive, boutique IT Consulting company with prominent Chicago based clients. You will have direct contact with clients via onsite office and home visits, as well as remote support. To learn more about TFIS, please visit our website at ************************* This is a full-time position. Evening and weekend work may be required for business-critical operations and project-driven tasks. We offer a competitive salary with full benefits, including health insurance, 401k, internet and cell phone payment and opportunity for continuing education. Foundational Attributes Personable and approachable. Professional demeanor with a strong business acumen. Comfortable working with a high level of autonomy. Comfortable working and collaborating with a team. Engenders a high degree of project ownership. Ability to manage time well with a focus on generating billable hours. Excellent troubleshooting methodology with an ability to research solutions for new problems. Strong sense of operational security with a duty to maintain integrity of sensitive client data. Ability to liaise with vendors and manage project budgets. Excellent organizational and intercommunication Eagerness to learn new technologies and methodologies. Technical Proficiencies Ability to design, troubleshoot, and maintain IT Infrastructure. Strong working knowledge of workstation operating systems. Experience with VMWare, Hyper-V, Cisco, NAS/SAN Storage, VPNs, Exchange, O365, SQL. Configure and maintain Windows Server / Active Directory / Group Policy. Install and manage firewalls, switches, Wi-Fi, and other network hardware. Ability to troubleshoot & maintain Android and iOS mobile devices. Documentation of processes, standards, and procedures for client systems. Research and implement new hardware, applications, and IT related services. Job Requirements Undergraduate degree in Computer Science or similar. 5-7 years working in the Information Technology field Relevant software certifications are a plus. Microsoft, Cisco, VMWare, CompTIA, etc. 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: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected. Additional Requirements: Valid driver's license required This position can be very active and requires physical activity at times such as standing, walking, bending, kneeling, stooping, crouching, crawling, lifting, and climbing.
    $68k-91k yearly est. 12d ago
  • Tax Staff - Commercial Tax Services (49815)

    Citrin Cooperman 4.7company rating

    Chicago, IL job

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Tax Staff in the Chicago Commercial Tax Services (CTS) Department. As a CTS Tax Staff, you will be responsible for: Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual). Organizing tax information and assisting with tax notices and examinations. Assisting with tax audits, perform light research projects and monitor and review financial information. Communicate with Senior and/or Manager on work status and client issues that arise. Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence. Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Qualifications Bachelor's degree required; Master's in taxation preferred Minimum of 2 years of experience in public accounting Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation CPA eligibility preferred Be able to apply basic accounting principles to engagements Have excellent written and verbal communication skills Be highly motivated and able to work individually and in a team setting Have outstanding analytical, organizational and project management skills Have the ability to multi-task Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
    $72k-92k yearly est. 7d ago
  • Tax Associate

    DHJJ 3.5company rating

    Naperville, IL job

    Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. Who You Are: You are a CPA candidate who enjoys helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm. Responsibilities: Apply technical knowledge to prepare partnership, corporate, and individual tax returns with neat and accurate work as part of a team with coaching and supervision Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions Plan and organize work with direction to complete tasks and meet deadlines Communicate directly with clients, responding to them in a timely and professional manner at the direction of the managers and principals. Participate in initiatives to recruit talented people by providing time to speak with potential candidates at career forums Undertake research to support sales and marketing initiatives Required Skills: Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Qualifications: 2+ years of related experience DHJJ Perks: Hybrid work environment CPA exam incentives Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 12 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $62k-76k yearly est. 60d+ ago
  • Assurance Senior Manager

    DHJJ 3.5company rating

    Naperville, IL job

    Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth tax issues, and can be part of our practice groups to deepen your experience further. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. Who You Are: You are a licensed CPA with deep knowledge of compliance with and at least 10 years of experience. You enjoy helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance to a Principal and help grow your firm. Responsibilities: Apply technical expertise to review and analyze increasingly complex financial statements to support team members in meeting client expectations. Develop a thorough knowledge of relevant professional standards, emerging laws and regulations, and corporate governance requirements to solve complex problems. Use well-developed understanding of client businesses to help diagnose opportunities and suggest solutions. Scope, plan, and manage assignments, leveraging resources for maximum profitability. Develop long-term relationships with clients based on ability to add value - advising, supporting, and coaching the client. Share and transfer knowledge with team members and develop a network of resources within the firm to facilitate the sharing of this information. Provide Senior Associates and Managers with guidance, coaching, and support in career development and area of specialty; Advise and coach Managers on creating and maintaining effective and motivated team environments Support the Principal team in developing, driving, and participating in initiatives to recruit talented people by identifying resource requirements, participating in career and recruitment forums, conducting interviews, providing time to speak with potential candidates at career forums, and keeping in touch with candidates Identify client decision triggers and criteria and integrates these into the proposal process Apply knowledge of the firm's services, systems, and processes to identify the most appropriate sales opportunities with clients and refer them to specialists and divisions within the firm Support the Principal team in generating and pursuing new business opportunities and is mindful of the prevailing business environment and the opportunities it may create for consulting opportunities Write and publish articles with the research and assistance of associates and senior associates Required Skills: Thorough understanding of financial reporting standards and professional regulations Ability to manage multiple projects and assignments in the face of competing priorities Excellent communication and presentation skills Excellent management, team building and organizational skills Successful management of multiple client engagements Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Proficiency in Microsoft Office Qualifications: CPA required 10+ years of related experience DHJJ Perks: Remote/hybrid work options Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA) Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 10 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $103k-137k yearly est. 60d+ ago
  • Staff Accountant

    Topel Forman 3.7company rating

    Topel Forman job in Chicago, IL

    Job Description Topel Forman is seeking a tech savvy Staff Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Staff Accountant, you will work closely with our audit and tax teams, and perform monthly, quarterly, or year-end accounting-related tasks as well as gather client information necessary for participating in tax planning and recognizing and communicating potential risks. If you are looking to be part of expanding practice and help build a team, processes, and procedures then this is the opportunity for you. It's an opportunity to take your accounting skillsets to the next level, while we continue to grow our new division. Responsibilities Record financial transactions, balancing and reconciling a variety of accounts Maintain and review general ledger accounts and consolidations Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals Foster and maintain strong relationships with each client and client's outside advisors, and address any questions or issues that arise Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology Timely and accurate processing of month-end and year-end closing and reporting Other responsibilities as required Requirements Bachelor's degree in accounting or finance Minimum of 1 to 3 years of relevant professional experience Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family Comprehends common financial statements and understands complex broker/private equity statements Proficient MS Office with advanced Microsoft Excel skills Proven history of providing premier service to clients with a can-do attitude Strong analytical and problem-solving skills with a commitment to the highest level of quality and output Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances Ability to quickly learn new skills and tools Ability to identify and discuss issues and present workable solutions in a simple, meaningful, and focused manner with all levels of the team and clients Preferred Requirements CPA Prior public accounting experience preferred QuickBooks experience Client service accounting Asset Vantage Accounting System 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 ******************** Benefits Competitive salary with the range of $75,000 to $85,000, 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: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $75k-85k yearly 4d ago
  • Tax Senior Manager

    DHJJ 3.5company rating

    Naperville, IL job

    Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth tax issues, and can be part of our practice groups to deepen your experience further. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. We are looking to hire people with any of these specialties: Business Tax Individual Tax (Including reviewing and signing returns) State and Local Tax High Net Worth Tax Who You Are: You are a licensed CPA with deep knowledge of tax strategies with and at least 10 years of experience. You are a technical expert who enjoys helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and develop a solution. You are looking to advance to a Principal and help grow your firm. Responsibilities: Apply technical expertise to review increasingly complex tax returns to support team members in meeting client expectations Engage in tax planning, business planning, and consulting by analyzing proposed transactions and determining tax risk and benefits Undertake tax research of authoritative and non-authoritative sources using a variety of research platforms Use experience and expertise to provide thought leadership and meaningful recommendations for a broad scope of complicated issues Scope, plan, and manage assignments, leveraging resources for maximum profitability Share and transfer knowledge with team members and develop a network of resources within the firm to facilitate the sharing of this information Provide Senior Associates and Managers with guidance, coaching, and support in career development and area of specialty Advise and coach Managers on creating and maintaining effective and motivated team environments Support the Principal team in developing, driving, and participating in initiatives to recruit talented people by identifying resource requirements, participating in career and recruitment forums, conducting interviews, providing time to speak with potential candidates at career forums, and keeping in touch with candidates Develop long-term relationships with clients based on ability to add value - advising, supporting, and coaching the client Identify client decision triggers and criteria and integrate these into the proposal process Apply knowledge of the firm's services, systems, and processes to identify the most appropriate sales opportunities with clients and refer them to specialists and divisions within the firm Support the Principal team in generating and pursuing new business opportunities and, mindful of the prevailing business environment and the opportunities it may create for consulting opportunities Write and publish articles with the research and assistance of Associates and Senior Associates Required Skills: Thorough knowledge of relevant professional standards, emerging laws and regulations, and corporate governance requirements Ability to present ideas with confidence and act as a subject matter expert, communicating concepts to clients and staff clearly and concisely Excellent management, team building and organizational skills Successful management of multiple responsibilities in the face of competing priorities Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Proficiency in Microsoft Office Qualifications: CPA required 10+ years of related experience DHJJ Perks: Remote/hybrid work options Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA) Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 10 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $71k-97k yearly est. 60d+ ago
  • Summer 2026 Investment Project Tax Intern

    Topel Forman 3.7company rating

    Topel Forman job in Chicago, IL

    Job Description 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 by performing analytical and compliance-related tasks. Interns will also gain exposure to partnership tax forms, documentation procedures, and leading tax preparation software as well as Microsoft Excel, Teams, and Adobe PDF tools. Why Work at TF? You're not just another face in the crowd. On day one you will be paired with an experienced Investment Partnership manager who will serve as a mentor and will provide support and guidance throughout your entire internship. Our leadership want to ensure that you experience growth during your time here. You will have the opportunity to interact with managers, senior managers and partners, and they will treat you like a full-time 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. You will be expected to work 35 hours per week for 12 weeks and there may be opportunities for overtime. 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 evening 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 Utilizing advanced AI-driven software to streamline and enhance data entry processes Build a working knowledge of tax forms and processes Demonstrating flexibility in prioritizing and completing tasks Proactively seeking guidance, clarification and feedback Learning about the Firm - get to know partners/managers, services provided, specialties of individuals, key clients and industries served Building 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 2027 or 2028. Energetic and team-oriented Must have the ability to multi-task and communicate effectively Knowledge of Microsoft Office applications, specifically Excel
    $28 hourly 19d ago
  • Information Technology Consultant

    Topel Forman 3.7company rating

    Topel Forman job in Chicago, IL or remote

    Our sister company, Topel Forman Information Services (TFIS LLC), is seeking an Information Technology Consultant. As an IT Consultant, you will have several years of experience working in Information Technology to support a diverse client base with a wide range of desktop, server, networking, and security needs. TFIS LLC is a progressive, boutique IT Consulting company with prominent Chicago based clients. You will have direct contact with clients via onsite office and home visits, as well as remote support. To learn more about TFIS, please visit our website at ************************* This is a full-time position. Evening and weekend work may be required for business-critical operations and project-driven tasks. We offer a competitive salary with full benefits, including health insurance, 401k, internet and cell phone payment and opportunity for continuing education. Foundational Attributes Personable and approachable. Professional demeanor with a strong business acumen. Comfortable working with a high level of autonomy. Comfortable working and collaborating with a team. Engenders a high degree of project ownership. Ability to manage time well with a focus on generating billable hours. Excellent troubleshooting methodology with an ability to research solutions for new problems. Strong sense of operational security with a duty to maintain integrity of sensitive client data. Ability to liaise with vendors and manage project budgets. Excellent organizational and intercommunication Eagerness to learn new technologies and methodologies. Technical Proficiencies Ability to design, troubleshoot, and maintain IT Infrastructure. Strong working knowledge of workstation operating systems. Experience with VMWare, Hyper-V, Cisco, NAS/SAN Storage, VPNs, Exchange, O365, SQL. Configure and maintain Windows Server / Active Directory / Group Policy. Install and manage firewalls, switches, Wi-Fi, and other network hardware. Ability to troubleshoot & maintain Android and iOS mobile devices. Documentation of processes, standards, and procedures for client systems. Research and implement new hardware, applications, and IT related services. Job Requirements Undergraduate degree in Computer Science or similar. 5-7 years working in the Information Technology field Relevant software certifications are a plus. Microsoft, Cisco, VMWare, CompTIA, etc. 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: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected. Additional Requirements: Valid driver's license required This position can be very active and requires physical activity at times such as standing, walking, bending, kneeling, stooping, crouching, crawling, lifting, and climbing.
    $68k-91k yearly est. Auto-Apply 60d+ ago
  • Audit Experienced Staff (49977)

    Citrin Cooperman 4.7company rating

    Chicago, IL job

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for an Audit Staff to join our Audit Department. This a hybrid position based in Chicago, Il. As an Audit Staff, you will be responsible for: Familiar with accounting and reporting standards, with a willingness to learn and grow. Offer proactive assistance and support to Senior Professionals. Conduct audit, review, and compilation procedures including testing of controls, substantive testing, and analytical procedures, to evaluate the accuracy and completeness of financial information. Effectively communicate and cultivate collaborative and professional relationships with peers, supervisors, and clients. Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices. Participate in professional development activities to enhance technical skills and knowledge. Qualifications Bachelor's degree in Accounting or related field. Minimum GPA of 3.0 from an accredited college or university. CPA or obtain 150 credit hours for CPA eligibility. Excellent verbal and written communication skills, with a focus on client responsiveness. Strong organizational and multitasking abilities. Demonstrated teamwork and leadership skills. Ability to excel both independently and collaboratively. Approach projects with a sense of urgency. Outstanding analytical, organizational, and project management skills. Proficient in Microsoft Office Applications. Knowledge of Caseware/Caseview is a plus.
    $53k-63k yearly est. 7d ago
  • Accounting Manager

    DHJJ 3.5company rating

    Naperville, IL job

    Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. Who You Are: You have a deep knowledge of accounting strategies and at least 5 years of experience. You enjoy helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm. Responsibilities: Apply accounting expertise to review prepared client data to support team members in meeting client expectations. Use a well-developed understanding of client businesses to help diagnose opportunities and suggest solutions Build long-term relationships with clients, gaining trust and respect based on a demonstrated understanding of their business and ability to help achieve improvement goals. Plan, organize, and control multiple responsibilities and resources to meet assignment objectives Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty Identify appropriate lessons from client interactions to contribute to the development of firm knowledge systems Use external peer network and relationships to refer potential candidates for recruitment Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives Write and publish articles with the research and assistance of associates and senior associates Required Skills: Proficiency in QuickBooks Online and Microsoft Office Excellent management, team building and organizational skills Professional presentation skills Ability to manage multiple assignments and projects with competing priorities Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Qualifications: 5+ years of related experience CPA Preferred DHJJ Perks: Hybrid work environment Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 12 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $77k-103k yearly est. 60d+ ago
  • Senior Audit Associate

    Topel Forman 3.7company rating

    Topel Forman job in Chicago, IL or remote

    As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the investment partnership and private equity; manufacturing and distribution, real estate, technology, and professional service companies industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As a Senior Audit Associate, you will be developing, training, and mentoring associates. Responsibilities Ability to be the in-charge of client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing to budget. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process and relay them to the Manager or Partner in charge. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Gain a comprehensive understanding of client operations, processes, and business objectives and apply that knowledge on engagements, and train associates with that knowledge. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 2 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. The collaborative drive to contribute to a dynamic team environment as a true team player. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. Preferred Qualifications Experience with personal and entity income taxation preferred but not required Experience in at least one of the following industries is highly preferred: Investment partnerships and private equity; manufacturing and distribution, or real estate. CPA certification is in-hand or eligible to sit for the CPA exam. 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 ******************** Benefits Competitive salary with the range of $65,000 to $90,000, 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: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $65k-90k yearly Auto-Apply 60d+ ago
  • Tax Manager

    DHJJ 3.5company rating

    Naperville, IL job

    Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth tax issues, and can be part of our practice groups to deepen your experience further. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. We are looking to hire people with any of these specialties: Business Tax Individual Tax (Including reviewing and signing returns) State and Local Tax High Net Worth Tax Who You Are: You are a licensed CPA with deep knowledge of tax strategies with and at least 5 years of experience. You are a technical expert who enjoys helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and develop a solution. You are looking to advance to a Principal and help grow your firm. Responsibilities: Apply technical expertise to review increasingly complex tax returns to support team members in meeting client expectations Use a well-developed understanding of client businesses to help diagnose opportunities and suggest solutions Plan, organize, and control multiple responsibilities and resources to meet assignment objectives Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections Share and transfer knowledge with team members Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty Build long-term relationships with clients, gaining trust and respect based on a demonstrated understanding of their business and ability to help achieve improvement goals. Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates Write and publish articles with the research and assistance of Associates and Senior Associates Required Skills: Thorough knowledge of relevant professional standards, emerging laws and regulations, and corporate governance requirements Ability to present ideas with confidence and act as a subject matter expert, communicating concepts to clients and staff clearly and concisely Excellent management, team building and organizational skills Successful management of multiple responsibilities in the face of competing priorities Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Proficiency in Microsoft Office Qualifications: CPA required 5+ years of related experience DHJJ Perks: Remote/hybrid work options Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA) Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 12 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
    $75k-104k yearly est. 60d+ ago

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Topel Forman may also be known as or be related to Topel Forman, Topel Forman L.L.C., Topel Forman LLC and Topel Forman, Llc.