Tax Manager - Nonprofit

Responsibilities

• Serve as a key liaison between senior managers, partners, clients, and staff throughout all phases of engagements
• Prepare and review Forms 990, 990‑T, and related state returns
• Support joint cost allocations and tax‑exempt compliance matters
• Advise clients on tax‑exempt status and regulatory considerations
• Identify and evaluate unrelated business income tax (UBIT), including planning and exposure reviews
• Assist with the formation of taxable and non‑taxable subsidiaries
• Support planned giving strategies and advisory services
• Monitor and interpret legislative changes impacting not‑for‑profit organizations
• Conduct excess benefit transaction studies
• Contribute to staff development by coaching, mentoring, and sharing technical knowledge
• Participate in new client business development and relationship building

Requirements

• Strong technical and analytical skills in not‑for‑profit taxation
• Ability to manage deadlines and meet time constraints in a fast‑paced environment
• Relationship‑focused mindset with a passion for helping clients achieve their goals
• Desire to coach and develop tax associates through knowledge sharing
• Professional, inclusive demeanor that contributes to a positive team culture
• Willingness to support business development efforts
• 5+ years of experience in public accounting, tax consulting, or similar, with a focus on not‑for‑profit clients
• 3+ years of direct not‑for‑profit tax experience