Tax Manager - NonProfit

Overview

A leading public accounting firm specializing in financial services for nonprofit organizations is seeking a Tax Manager with expertise in nonprofit tax matters. This role involves providing comprehensive tax services and strategic guidance to nonprofit clients, ensuring compliance and optimizing tax efficiency.

Salary Range: $90,000 - $150,000 (depending on experience)

Responsibilities

Tax Planning and Compliance

• Develop and implement tax strategies to optimize tax efficiency for nonprofit clients.
• Prepare and review annual tax returns, including Form 990, 990-T, 5500, and state filings, ensuring compliance with all relevant regulations.
• Provide guidance on tax-exempt status, unrelated business income tax (UBIT), and other nonprofit-specific tax issues.

Advisory Services

• Advise clients on complex tax issues such as charitable giving, grant compliance, and structuring charitable programs.
• Conduct research on tax laws and regulations affecting nonprofits and communicate findings clearly to clients.
• Collaborate with clients to develop tax-efficient strategies for fundraising, investments, and other financial activities.

Relationship Management

• Build and maintain strong relationships with nonprofit clients, serving as a trusted advisor on tax matters.
• Coordinate with internal teams, including audit and consulting professionals, to deliver integrated client solutions.
• Identify opportunities to add value and expand services to existing clients, fostering long-term partnerships.

Compliance Oversight

• Oversee compliance with federal, state, and local tax requirements, ensuring timely and accurate filings.
• Stay updated on changes in tax laws and regulations impacting nonprofits and communicate updates to clients and colleagues.
• Maintain high standards of quality and accuracy in tax services.

Qualifications

• Bachelor's degree in accounting, finance, or a related field; CPA certification preferred.
• Minimum of 5 years of experience in tax compliance and consulting focused on nonprofit organizations.
• In-depth knowledge of tax laws and regulations applicable to nonprofits, including IRS Form 990 reporting requirements; experience with Form 5500 is a plus.
• Strong analytical skills and attention to detail with the ability to interpret complex tax regulations.
• Excellent communication and interpersonal skills to effectively convey technical concepts to clients and team members.
• Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Commitment to professional growth and continuous learning in nonprofit taxation.

Compensation & Benefits

• Competitive salary based on experience.
• Comprehensive benefits package.
• Opportunities for professional development and career growth.

Equal Employment Opportunity

This employer is an Equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.