Summer 2026 Investment Project Tax Intern jobs in United States
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Topel Forman LLC · 16 hours ago

Summer 2026 Investment Project Tax Intern

positionChicago, IL
timeInternship
remoteOnsite
seniorityIntern
money$28/hr - $28/hr
workcardStart in 2026 Spring

Topel Forman LLC is an award-winning firm that provides accounting, tax, audit, family office, and advisory services. The Investment Project Tax Intern will assist with analytical and compliance-related tasks in the investment partnership project, gaining exposure to partnership tax forms and leading tax preparation software.

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Comp. & Benefits

Responsibilities

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

Qualification

Tax preparation softwareMicrosoft ExcelAccounting knowledgeTeam-orientedCommunication skills

Required

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

Benefits

Robust benefits package
Well-rounded fringe benefits
Flexible work environment

Company

Topel Forman LLC

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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.
dateFounded in 1961
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
http://topelforman.com

Funding

Current Stage
Growth Stage

Leadership Team

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Bradley Levandoski
Chief Operating Officer
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Company data provided by crunchbase