Tax Manager - Not-for-Profit Tax & Advisory

MBE CPAs • Baraboo, WI

5d

About The Position

The Tax Manager is part of the business tax team and manages client relationships while ensuring that tax compliance and advisory services are delivered to nonprofit organizations within expected timelines. The role includes preparing and reviewing Form 990 filings and related compliance documents; advising nonprofit organizations on tax-exempt compliance requirements and best practices; helping organizations maintain and preserve tax-exempt status; and consulting on governance, compliance, and strategic tax matters affecting nonprofit entities. The Tax Manager builds new and strengthens existing client relationships, communicates and meets with clients as requested, and provides recommendations to support their financial and tax needs.

The schedule follows a typical Monday–Friday, 8 a.m.–5 p.m. pattern, with flexibility around personal commitments. During tax season, workweeks may reach 50–60 hours; during the remainder of the year, workweeks are typically 30–40 hours. The firm also welcomes part-time and seasonal team members.

Requirements

• At least 5 years of experience in a similar role within a public accounting firm.
• Experience serving nonprofit and tax-exempt organizations.
• Experience preparing and reviewing Form 990s.

Nice To Haves

• Bachelor's degree in Accounting or equivalent work experience.
• CPA certification or the ability to attain it.

Responsibilities

• Manage client relationships and ensure nonprofit tax compliance and advisory services are delivered within expected timelines.
• Prepare and review Form 990 filings and related compliance documents.
• Advise nonprofit organizations on tax-exempt compliance requirements and best practices.
• Assist organizations with maintaining and preserving tax-exempt status.
• Consult on governance, compliance, and strategic tax-related matters affecting nonprofit entities.
• Build new client relationships and strengthen existing ones, demonstrating knowledge of nonprofit operations and regulations.
• Communicate and meet with clients as requested, providing recommendations to assist with their financial and tax needs.

Benefits

• Long-term job stability.
• Work-life balance.
• Opportunity for career growth within the firm.
• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401(k) employer matching program.
• Tuition reimbursement.
• CPA assistance.
• Professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for business development leads.
• Potential for upward mobility and career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager