Tax Manager, Non Profit

Job Summary

The Nonprofit Tax Manager advises clients on tax implications, evaluates alternative actions, and acts as the primary client contact for complex non-profit tax issues. This role also involves marketing and networking, maintaining client relationships, and participating in regional Nonprofit Tax team activities.

Job Duties

• Tax Compliance: Ensures compliance with all applicable authorities, minimizes tax and reporting burdens, and complies with Firm policies and the BDO Tax Quality Manual.
• Conducts review of T/R's and resolves tax issues with clients; involves specialists as necessary.
• Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
• Reviews ASC 740-10 (Uncertain Tax Positions) workpapers and disclosures for audited financial statements.
• Manages the tax process and procedures, including budgeting and staffing, monitoring engagement process, and managing A/R.
• Timely billing and collection of accounts receivable.
• Manages client relationships and expectations, providing timely advice to clients.
• Identifies and conducts research on potential tax issues, clearly reporting findings.
• Develops and implements efficient methods to maximize client benefits, especially by decreasing taxes or expenses.
• Serves as a technical resource to peers within the region and manages inquiries from federal and state agencies.
• Strategically develops new or improved ideas to benefit clients, the Firm, or Firm personnel.
• Develops and implements work plans for ongoing projects from clients.
• Manages workload of associates and senior associates, schedules tasks, and provides performance feedback.
• Trains associates and senior associates on using current software tools and processes.

Qualifications, Knowledge, Skills and Abilities

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, or a Master’s in Accountancy or Taxation preferred.
• Five (5) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience required.
• Prior supervisory experience required.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (or the equivalent of one of these designations) required.
• Software proficiency with Microsoft Office Suite preferred.
• Experience with tax research databases and tax compliance process software preferred.
• Superior verbal and written communication skills.
• Strong analytical, research, and critical thinking skills.
• Capacity to work well in a team environment.
• Ability to develop and manage a team of tax professionals.
• Capable of composing written tax advice.
• Ability to effectively develop and maintain client relationships.

About Us

BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. We provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!