Tax Manager - Nonprofit
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 Forms 990, 990‑T, and related state returns, and support joint cost allocations and tax‑exempt compliance matters. The position involves advising clients on tax‑exempt status and regulatory considerations, identifying and evaluating unrelated business income tax (UBIT), including planning and exposure reviews, and assisting with the formation of taxable and non‑taxable subsidiaries. Additionally, the role supports planned giving strategies and advisory services, monitors and interprets legislative changes impacting not‑for‑profit organizations, and conducts excess benefit transaction studies. The Tax Manager will also contribute to staff development by coaching, mentoring, and sharing technical knowledge, and participate 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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
