Tax Manager - Tax Exempt
About The Position
Are you a strategic and creative federal tax professional who enjoys solving complex tax issues and advising mission-driven organizations? Deloitte’s Tax-Exempt practice offers the opportunity to work with sophisticated nonprofit clients, including health care organizations, private foundations, public charities, higher education institutions, and other tax-exempt entities. As a Tax Manager, you’ll provide federal, state, and international tax compliance and consulting services to nonprofit clients. You’ll spend at least half—and potentially all—of your time supporting tax-exempt organizations and working directly with client leaders to address complex tax matters, manage risk, and advance their missions. You’ll build and maintain trusted client relationships while advising on tax compliance, business restructuring, acquisition planning, exemption strategies, philanthropic and charitable giving planning, unrelated business tax matters, and tax controversy. You’ll oversee complex projects involving multiple entities and affiliates, manage engagement workflow, coordinate team resources, and oversee engagement billing. As a people leader, you’ll provide technical training, coaching, counseling, and career guidance to help engagement team members grow and deliver high-quality client service. You’ll also collaborate regularly with Tax-Exempt specialists across the country and draw on Deloitte’s broad network of tax, audit, consulting, and advisory professionals to support client needs.
Requirements
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
- Bachelor’s degree in Accounting, Business, Finance, or other business-related field
- 5+ years of experience in federal taxation with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s), including a combination within health care providers, health plans, private foundations, and other community organizations
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA OR Licensed Attorney OR Enrolled Agent OR Chartered Financial Advisor (CFA) OR Certified Financial Planner (CFP)
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2–3 days per week
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Nice To Haves
- Advanced degree such as Master of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Experience with federal tax compliance (Form 990 and 990-PF), tax analysis, and tax research
- Solid understanding with respect to issues specific to tax-exempt organizations (unrelated business income, exemption planning, etc.)
- Strong verbal and written communication; listening, interpersonal, and facilitation skills
Responsibilities
- Provide federal, state, and international tax compliance and consulting services to nonprofit clients.
- Support tax-exempt organizations and work directly with client leaders to address complex tax matters, manage risk, and advance their missions.
- Build and maintain trusted client relationships.
- Advise on tax compliance, business restructuring, acquisition planning, exemption strategies, philanthropic and charitable giving planning, unrelated business tax matters, and tax controversy.
- Oversee complex projects involving multiple entities and affiliates.
- Manage engagement workflow.
- Coordinate team resources.
- Oversee engagement billing.
- Provide technical training, coaching, counseling, and career guidance to engagement team members.
- Collaborate regularly with Tax-Exempt specialists across the country.
- Draw on Deloitte’s broad network of tax, audit, consulting, and advisory professionals to support client needs.
Benefits
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
