Tax Manager - Non-Profit

Calibre CPA Group

$90K — $150K *
Education, Government & Non-Profit
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or related field; CPA certification preferred.
  • Minimum of 5+ years of experience in tax compliance and consulting for nonprofits.
  • Deep understanding of tax laws, especially IRS Form 990 reporting requirements.
  • Strong analytical skills and attention to detail for complex tax regulations.
  • Excellent communication and interpersonal skills for client and team interactions.
  • Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
  • Commitment to ongoing professional development in nonprofit taxation.

Responsibilities

  • Develop and implement tax strategies to enhance efficiency for nonprofit clients.
  • Prepare and review annual tax returns, ensuring compliance with relevant regulations.
  • Advise on tax-exempt status and unrelated business income tax (UBIT).
  • Conduct research on nonprofit tax laws and communicate findings clearly to clients.
  • Collaborate with clients on tax strategies for fundraising and investments.
  • Cultivate strong relationships with nonprofit clients as a trusted tax advisor.
  • Oversee compliance with federal, state, and local tax requirements.

Benefits

  • Competitive compensation package.
  • Comprehensive benefits package.
  • Opportunities for professional development and growth.
Full Job Description
Salary Range - $90,000 - $150,000 (depending on experience)

JOB DESCRIPTION:

We are seeking a skilled and experienced Tax Manager with a specialized focus in nonprofit organizations to join our dynamic team. The Tax Manager will play a crucial role in providing comprehensive tax services and strategic guidance to our nonprofit clients. The ideal candidate will have a deep understanding of tax laws and regulations applicable to nonprofits, along with a passion for supporting organizations that make a positive impact in our communities.

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 tax-related matters specific to nonprofits.

Advisory Services:
  • Advise clients on complex tax issues, including charitable giving, grant compliance, and structuring of charitable programs.
  • Conduct research on tax laws and regulations affecting nonprofits and communicate findings to clients in a clear and concise manner.
  • Collaborate with clients to develop tax-efficient strategies for fundraising, investments, and other financial activities.

Relationship Management:
  • Cultivate strong relationships with nonprofit clients, serving as a trusted advisor and resource for all tax-related matters.
  • Coordinate with internal teams, including audit and consulting professionals, to deliver integrated solutions that meet clients' needs.
  • Proactively 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 abreast of 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 related field; CPA certification preferred.
  • Minimum of 5+ years of experience in tax compliance and consulting, with a focus on nonprofit organizations.
  • Deep knowledge of tax laws and regulations applicable to nonprofits, including IRS Form 990 reporting requirements (5500 a plus).
  • Strong analytical skills and attention to detail, with the ability to interpret complex tax regulations and apply them to client situations.
  • Excellent communication and interpersonal skills, with the ability to effectively communicate technical concepts to clients and team members.
  • Proven ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
  • Commitment to professional growth and continuous learning in the field of nonprofit taxation.

Join our team and make a difference in the nonprofit sector while advancing your career in tax management. We offer competitive compensation, comprehensive benefits, and opportunities for professional development and growth. If you are passionate about helping nonprofits thrive financially, we want to hear from you!

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