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. Rather than operating solely within your own department, 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 gives you the opportunity to grow in your expertise and advance in your career. Flexible hours and a family-oriented culture promote the balance between professional development and an enjoyable family life. Our Michigan Avenue office is situated in the heart of the Magnificent Mile, steps away from public transit, restaurants, cultural opportunities and more. We offer a competitive salary, bonuses and benefits.
Build relationships and interact with clients to provide excellent planning, consulting and international expertise.
Prepare and review individual tax returns for expatriate and foreign national populations.
Efficiently manage all aspects of compliance cycle, including assignment briefings, tax forecasting, planning, compliance, and audit/notice inquiries.
Responsible for planning to minimize the tax costs incurred by employers and mitigate the effects of international employees’ individual tax liabilities.
Work with clients and partners in other countries to formulate effective cross-border tax strategies.
Review of additional tax forms including, but not limited to FinCEN Form 114 FBAR Foreign Bank Account Report, Form 8938 Statement of Specified Foreign Financial Assets (FATCA), and Form 5471 Information Return of U.S. Persons with Respect to Certain Foreign Corporations.
Research and analyze U.S. federal and international tax issues, remaining current on US and international legislative, judicial and regulatory law changes that impact international tax as well as changes in foreign tax rates that impact U.S. tax provisions. Advise on those impacts and opportunities, as well as with respect to current and proposed transactions.
Personal Work Characteristics
Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; encourages others to do the same.
Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Commitment to Excellence in Client Service: Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs.
Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner; embraces change and constructively resolves barriers and constraints.
Time Management: able to balance multiple priorities and complete assignments within time constraints and deadlines; asks for timely direction when necessary.
Bachelor’s degree in accounting or finance, CPA preferred.
Minimum of 3 to 5 years’ experience.
Advance knowledge of U.S. international tax rules is required, including foreign national and expatriate issues, foreign tax compliance, and the tax equalization process.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Topel Forman does not sponsor applicants for employment-based visas.
Internal Number: 1025
About Topel Forman, L.L.C.
Topel Forman is a certified public accounting firm providing a wide range of attest, accounting, tax, advisory and consulting services to individuals, professionals, closely-held and family owned businesses and corporations in the Midwest and around the nation for over 50 years.We believe that the basis of an effective relationship is built upon trust between professional and client. At Topel Forman, we earn that trust with our tireless work ethic and proactive personal attention to our clients’ accounts. We are also committed to delivering the highest level of professional accounting, tax, and consulting services.