NFP Tax Manager

Kahn Litwin Renza & Co•Boston, MA

52d•$120,000 - $140,000•Hybrid

About The Position

KLR is one of the fastest growing accounting firms in New England. Due to department growth, we are seeking a Not for Profit (NFP) Tax Manager to join our firm based in any of our New England offices, Andover, Boston, Newport, or Providence, on a flexible hybrid basis. KLR is ranked as a Top 100 accounting and business consulting firm in the United States. KLR operates four (4) offices in MA and RI, a remote workforce throughout the US, and has more than 350 professionals. As a Manager on our Tax Team, you will utilize your educational background, technical expertise, advisory mindset, and organizational skills as you work directly with clients of the Firm.

Requirements

BS Degree in Accounting
Active CPA license, Enrolled Agent (EA) credential, or JD with a valid law license required
5+ years of federal exempt organizations tax experience
Public Accounting Tax experience preferred
Strong review, compliance, and advisory skills related to Forms 990, 990-PF and 990-T information returns.
Experience researching and responding to IRS and state notices, including matters involving exempt status, private foundation rules, public charity reporting, and state unrelated business income filings.
Ability to manage all aspects of client engagements and related expectations.
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
Demonstrated leadership and supervisory ability, strong operational and project management skills.

Nice To Haves

Master's degree in Taxation or related field preferred

Responsibilities

Serve as client's trusted advisor, demonstrate knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Manage staff on engagement deliverables (such as tax returns, work papers, etc.), complete technical and strategic reviews as a member of the financial engagement review.
Ensure compliance with quality control standards; timely delivery and on budget.
Work collaboratively with team members to provide advisory guidance to clients regarding exempt organization tax return matters, including private foundation and public charity compliance, planning, and reporting issues.
Utilize tax preparation software to prepare, review and process complex tax returns.
Prepare and review forms 990, 990-PF and 990-T in an efficient and effective manner.
Advise clients on IRS and state tax notices and correspondence related to exempt organizations, including private foundations, public charities, Form 990-series filings, and state unrelated business income matters.
Identify opportunities to support clients proactively through technical research, issue resolution, and practical recommendations that address federal and state exempt organization tax risks.
Ensure both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens.
Comply with all firm policies and standards and ensure that client service teams are also in compliance.
Ability to manage multiple clients and deadlines to match internal and client expectations for timely delivery of service.
Knowledge and ability to apply current tax practices.
Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report and communicate the analysis.
Provide timely and constructive feedback to client engagement team members.
Develop, train, and supervise associate and supervisor level team members.
Work closely with tax partners to satisfy the needs with planning compliance.