Tax Manager - Not-for-Profit

PKF O'Connor Davies•New York, NY

6h•$100,000 - $135,000

About The Position

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you! We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational institutions, healthcare organizations, religious organizations, and other nonprofit entities. The ideal candidate will possess strong technical expertise in exempt organization taxation, excellent client service skills, and experience supervising and mentoring staff.

Requirements

Bachelor's degree in Accounting from an accredited college/university required
7+ years of progressive tax experience in public accounting, with a focus on not-for-profit taxation required
Active CPA license or EA certification required
Experience working with large exempt organizations
Experience reviewing complex returns and supervising staff
Working knowledge of tax laws and regulations impacting exempt organizations
Strong interpersonal, verbal, and written communication skills
Excellent analytical skills with strong attention to detail
Ability to effectively manage workload and deadlines across multiple client engagements
Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA); Knowledge of ProSystems FX preferred

Nice To Haves

MST a plus

Responsibilities

Review Forms 990, 990-EZ, 990-PF, 990-T, and related state filings
Review unrelated business income tax (UBIT) calculations and filings
Research and analyze complex tax issues affecting exempt organizations
Provide advisory services including: Private foundation compliance; Excess benefit transactions; Intermediate sanctions; Public support testing and; State charitable registrations
Supervise, train, and mentor tax staff, seniors, and supervisors
Manage multiple client engagements simultaneously while meeting deadlines
Serve as a primary day-to-day contact for nonprofit clients
Coordinate with audit and advisory teams to provide integrated client service
Assist with IRS correspondence and notice resolution
Participate in practice development and client relationship building