Tax Manager - Nonprofit

Keiter•Glen Allen, VA

1d•Hybrid

About The Position

This role serves as a key liaison between senior managers, partners, clients, and staff throughout all phases of engagements. The Tax Manager will prepare and review various tax forms, support compliance matters, and advise clients on tax-exempt status and regulatory considerations. The position also involves identifying and evaluating unrelated business income tax (UBIT), assisting with subsidiary formations, supporting planned giving strategies, and monitoring legislative changes impacting not-for-profit organizations. Additionally, the role includes conducting excess benefit transaction studies, contributing to staff development through coaching and mentoring, and participating in new client business development and relationship building.

Requirements

Strong technical and analytical skills in not-for-profit taxation
Ability to manage deadlines and meet time constraints in a fast-paced environment
A relationship-focused mindset with a passion for helping clients achieve their goals
Desire to coach and develop tax associates through knowledge sharing
Professional, inclusive demeanor that contributes to a positive team culture
Willingness to support business development efforts
5+ years of experience in public accounting, tax consulting, or similar, with a focus on not-for-profit clients
3+ years of direct not-for-profit tax experience
Bachelor’s degree in accounting
Active CPA license
Working knowledge of Microsoft Office and tax preparation software

Responsibilities

Serve as a key liaison between senior managers, partners, clients, and staff throughout all phases of engagements
Prepare and review Forms 990, 990-T, and related state returns
Support joint cost allocations and tax-exempt compliance matters
Advise clients on tax-exempt status and regulatory considerations
Identify and evaluate unrelated business income tax (UBIT), including planning and exposure reviews
Assist with the formation of taxable and non-taxable subsidiaries
Support planned giving strategies and advisory services
Monitor and interpret legislative changes impacting not-for-profit organizations
Conduct excess benefit transaction studies
Contribute to staff development by coaching, mentoring, and sharing technical knowledge
Participate in new client business development and relationship building

Benefits

Comprehensive medical, dental, and vision coverage
401K, HSA, and FSA
Eligibility for an annual performance bonus
Disability and life assurance
Generous Paid Time Off and Paid Care Leave
Additional Programs and resources to support you and your family
A large variety of client industries, allowing for diverse day-to-day tax projects
Opportunities to build close, trusted relationships with clients
An open environment that encourages new ideas and innovative methodologies
Ongoing professional development and continuing education programs
Access to multiple niche service and industry teams aligned with your interests
A supportive, collaborative team environment
A flexible work environment designed to support your professional and personal goals
Opportunities for community involvement and impact