Title: Non-Profit Tax Manager
Exempt or Non-Exempt: Exempt
Work Area | Department: Columbus Office | Tax
Position Statement The Non-Profit Tax Manager will be responsible for applying industry-specific knowledge to manage tax compliance, planning, research, and advisory services for a diverse group of nonprofit organizations including tax-exempt organizations, foundations, charities, and credit unions. This role will oversee assigned nonprofit tax engagements, review Form 990 and Form 990-T returns, supervise and develop engagement team members, and serve as a primary contact for client questions related to nonprofit tax matters. This individual will focus on four major initiatives established by the firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.
Tasks - Manage assigned nonprofit tax engagements, including project oversight, engagement planning, team coordination, and timely delivery of client work.
- Perform detailed review of Form 990, Form 990-T and related tax returns and work with the team to deliver a high-quality product to clients.
- Engage with clients to understand their specific needs and provide responsive, practical guidance on nonprofit tax matters.
- Plan and review tax processes and procedures to achieve engagement management metrics.
- Identify when research is needed and perform technical research that provides clear and concise analysis and recommendations.
- Stay updated on legislative changes and industry trends impacting nonprofit organizations to ensure compliance and relevance.
- Consult and respond to assistance requests from other GBQ offices on nonprofit tax issues that arise.
Profitability - Contribute to the GBQ nonprofit tax team by supporting strategic initiatives aimed at developing people, improving processes, and supporting revenue growth.
- Consistently achieve targets for realization, utilization and collection of A/R established by department.
- Assist in establishing and implementing policies that improve departmental processes and efficiencies.
- Consistently utilize all firm and department software efficiently.
- Manage multiple clients and deliver a high-quality product in a timely manner that meets or exceeds clients• expectations and internal deadlines.
Practice Growth - Support marketing efforts with nonprofit tax knowledge and technical guidance to help attract and retain business.
- Demonstrate strong communication, leadership, and interpersonal skills when working with clients, prospects, and firm associates.
- Build relationships through networking, professional organizations, and involvement in the nonprofit community.
Client Focus - Demonstrate ability to identify client opportunities, risks and issues, and communicate recommendations to clients and firm associates.
- Effectively develop and maintain client relationships and serve as a primary day-to-day tax contact for assigned nonprofit clients.
- Demonstrate appropriate understanding of client's business, industry, and resources available to provide value to clients.
- Effectively manage competing priorities and projects under tight deadlines while exceeding client expectations.
- Demonstrate executive presence and assist in the preparation and presentation of issues and resolutions to clients.
Brand Culture|Development - Exemplifies Brand Attributes of the firm and promotes a positive work environment for team members.
- Support and ensure adherence to all administrative policies and procedures of the Firm.
- Exhibit ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates and firm leaders.
Work Experience|Education - Bachelor's degree in accounting, finance or a related field.
- CPA certification required.
- Approximately 5-7 years of prior relevant nonprofit tax experience and/or public accounting, private industry accounting or consulting/professional services experience.
- Strong experience managing tax engagements and supervising teams and/or projects.
- Advanced experience with Microsoft Office Suite and strong working knowledge of tax research and compliance software.
- Ability to manage multiple prominent work projects simultaneously.
- Strong verbal and written communication skills.
- Ability to delegate work as needed and provide coaching and feedback to team members.
- Ability to work well in a team environment.
- Reliable transportation for on-site client work. Ability to be on-site at a client or GBQ office as needed.
- The ability to work evenings and weekends based on time of year and client demands.
Organizational Relationships - Will report directly to Director, Tax & Advisory or other designated Performance Manager.
