Manager, Non-Profit Services

Thompson Greenspon•Fairfax, VA

2d•Hybrid

About The Position

Thompson Greenspon, a mid-sized CPA firm ranked as a Top Workplace by the Washington Post for many years, seeks an experienced audit or tax professional with a nonprofit background to lead the firm’s Form 990 practice as a Nonprofit Services Manager. This role involves process ownership, technical oversight, client service, staff development, process improvement, and practice growth within the nonprofit sector.

Requirements

Active CPA License
7+ years of experience working in tax and/or auditing
Background in non-profit Form 990 work

Responsibilities

Own and manage the Form 990 process across the firm.
Monitor and ensure timely completion and accuracy of Form 990, 990-EZ, 990-T, 990-PF, and 1120-POL filings (and state returns, where applicable), extensions, and estimated tax payments.
Coordinate workflow across staff to meet internal and external deadlines.
Identify bottlenecks and implement process improvements.
Maintain visibility over all engagements and proactively escalate issues.
Identify and resolve complex technical issues, including public support tests, unrelated business income (UBI) considerations, excise taxes, private foundation compliance, and state filing requirements.
Serve as the primary reviewer before partner-level review.
Serve as a key point of contact for 990-related questions.
Communicate filing requirements, deadlines, and issues clearly to clients.
Proactively identify opportunities to improve the client experience.
Train and coach staff on Form 990 (and related returns) preparation, technical concepts, and review.
Develop training materials, tools, and standardized best practices.
Review staff work and provide actionable feedback to improve quality and efficiency.
Standardize 990 processes, templates, and review procedures.
Implement best practices to increase realization and efficiency.
Identify trends across clients and communicate insights to partners.
Support the focus on advisory by helping staff understand the "why" behind the numbers.
Leverage Form 990 insights to identify advisory opportunities and help clients strengthen governance, transparency, and financial reporting.
Collaborate with partners and managers across audit, tax, and CAAS departments to support coordinated approach to client service and growth.
Participate in proposals, presentations, and client discussions as a Form 990 subject matter resource.