Tax Manager-Private Foundation

About the role

At Clark Nuber, our Not-for-Profit Tax team works alongside foundations, healthcare organizations, schools, and other mission-driven clients who care deeply about the people they serve. As a Tax Manager, you'll lead engagements that go well beyond compliance. You'll be solving complex technical challenges, advising clients on smart planning, and mentoring the next generation of tax professionals.

Responsibilities

• Manage Tax engagements by planning, scheduling, monitoring and reviewing compliance engagements.
• Delegate tasks to assigned staff, regularly communicate with clients and other Clark Nuber staff, respond to questions, clarify assignments and review work completed.
• Review the work performed by staff including tax returns and work papers to ensure accuracy and compliance with professional and organizational standards, as well as codes and regulations.
• Approve to process returns.
• Serve as technical resource to assigned staff through careful review and feedback on work product(s).
• Research technical issues and communicate results of research to staff or client.
• Provide consulting services to clients 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, writing technical tax memoranda.
• Manage client relationships through active and on-going communication, responding promptly to questions and inquiries, review schedules and timelines and communicate deadlines to clients.
• Participate in activities which support practice development and firm growth strategies and goals.
• Aid in the preparation and presentation of new client proposals, attend networking events, and gather information for potential new clients.
• Participate in administrative duties/initiatives for the Tax department as assigned which support efficiency and compliance with professional standards.
• Present in-house technical training for staff that supports organizational needs.
• Attend CPE courses for required professional development.
• Mentor and support staff assigned to each engagement by providing informal feedback during the engagement and formal, written feedback at the end of the engagement.

Requirements

• Bachelor’s degree in accounting or related field or a combination of education and directly related work experience.
• CPA license or equivalent.
• 5+ years’ progressively more responsible assignments in public accounting where expertise in taxation and compliance can be demonstrated.
• Demonstrated successful experience as a supervisor or lead.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects simultaneously.
• Experience with tax law and regulations.
• Proficiency in Microsoft Office Suite.

Skills

• Tax compliance and consulting.
• Client relationship management.
• Technical research and analysis.
• Project management.
• Training and mentoring.

Benefits

• Comprehensive Insurance Coverage: Fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees.
• Time Off & Flexibility: Up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees.
• Professional Growth: Covering licensing, certifications, tuition, and association fees to help you grow your career.
• Financial Wellness: Matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

Pay

$119,000 minimum to $164,657 maximum salary range.

Schedule

N/A