Tax Senior Manager-Private Foundations

Clark NuberBellevue, WA
44d$144,000 - $229,758Remote

About The Position

Are you passionate about philanthropy and complex tax strategies? Clark Nuber is seeking a Tax Senior Manager to lead engagements for private foundations and high-net-worth individuals who are deeply committed to charitable giving. This is an opportunity to work with clients who manage significant philanthropic initiatives, navigate intricate compliance requirements, and tackle sophisticated tax planning challenges. You'll play a key role in shaping strategies that support meaningful causes while delivering exceptional technical expertise. As a Tax Senior Manager for Private Foundations, you'll be at the forefront of consulting and advisory work-helping clients with private operating foundations, foreign filings, alternative investments, and multi-state compliance. We're looking for someone who thrives on technical mastery, enjoys building relationships, and can manage complex projects over extended timelines without letting details slip through the cracks. If you're collaborative, driven to become a subject matter expert, and excited about joining a team that values shared leadership and innovation, this is your chance to make a difference while advancing your career toward partner track. This position is offered as a fully remote, hybrid, or fully in-office schedule.

Requirements

  • Bachelor's degree in accounting or finance or related field or a combination of education and directly related work experience.
  • CPA license or equivalent.
  • You must pass a credit check at any time to remain eligible for this position.
  • 8+ years' progressively more responsible assignments in public accounting where a broad expertise in taxation and compliance can be demonstrated.
  • Demonstrated successful experience as a supervisor.

Responsibilities

  • Manage client engagements by ensuring proper planning and execution in accordance with professional and firm standards for quality and efficiency. Communicate with clients to determine timelines, schedule staff, oversee and supervise staff performance during engagement, review staff work, provide technical assistance when required. Perform thorough technical review of tax returns and work papers at a level which prevents issues from being missed. Approve to process tax returns and consulting work. Ensure engagement deliverables are produced and delivered to client within agreed upon time frame and in accordance with applicable professional and firm quality assurance standards.
  • Serve as a technical resource for managers, seniors and associates, as well as clients, in area of specialization and expertise; identify new technical issues in specialty area and take initiative to communicate with others on staff to increase awareness and understanding of the issue(s).
  • Conduct sophisticated tax research, consulting and analysis to plan transactions and to resolve compliance issues.
  • Provide consulting services to clients in area of specialization to provide business advice related to tax planning and compliance and related areas. Assist clients with all aspects of IRS examinations, appeals and other practices which include researching and analyzing tax issues, and writing technical tax memoranda.
  • Participate in activities which support practice development and firm growth strategies and goals. Assist shareholders in preparation and presentation of new client proposals, identify and propose new work for existing clients and engage in professional activities such as writing and publishing articles, preparing and delivering speeches, teaching courses or attending professional events.
  • Lead on-going administrative duties/initiatives for the Tax department as assigned. Develop and present in-house educational courses for staff that support organizational needs and provide on-going professional education. Attend CPE courses for required professional development. Provide input to assigned staff performance feedback upon completion of engagements. Participate in a variety of department and organizational initiatives such as annual recruiting activities, or ad hoc task forces as assigned.
  • Engage in on-going communication throughout the year with clients to ensure relationship with them is maintained and enhanced.
  • Perform other duties as assigned by shareholders to support the needs of the organization.

Benefits

  • Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.
  • Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees-because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.
  • Professional Growth: We're committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
  • Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Professional, Scientific, and Technical Services

Number of Employees

251-500 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service