Tax Manager - Not-for-Profit Tax & Advisory

MBE CPAs • Baraboo, WI

3d

About The Position

Not-for-Profit Tax Managers are part of the business tax team and manage client relationships while ensuring 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 organizations on tax-exempt compliance requirements and best practices; and assisting them in maintaining and preserving tax-exempt status. The Tax Manager also consults on governance, compliance, and strategic tax matters affecting nonprofit entities, builds and strengthens client relationships, and communicates with clients to provide recommendations for their financial and tax needs.

Requirements

• 5+ years in a similar role within a public accounting firm.
• Experience serving nonprofit and tax-exempt organizations.
• Experience preparing and reviewing Form 990s.
• CPA certification highly desired or ability to attain.

Nice To Haves

• Bachelor's degree in Accounting highly desired, or equivalent work experience.
• CPA certification highly desired.

Responsibilities

• Manage client relationships and ensure tax compliance and advisory services are delivered to nonprofit organizations 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 and strengthen existing client relationships while 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 to support raising a family.
• Opportunity to grow a career within the firm.
• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k 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 helping with business development leads.
• Potential for upward mobility and career growth.

What This Job Offers

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