Tax Manager - Nonprofit

Abdo$95K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting
  • CPA required with appropriate equivalent work experience
  • 7+ years experience preparing complex 990 forms
  • Proficient in advanced MS-Excel functions
  • Strong quantitative analysis and critical thinking skills
  • Desire to work in a fast-paced environment
  • Collaborative spirit and adaptability to change

Responsibilities

  • Manage and oversee the review of tax forms including 990, 990-T, and 990-PF
  • Perform research on client 990 issues
  • Meet with clients to analyze their needs and suggest services
  • Guide and train staff by delegating tasks and managing workflows
  • Participate in staff development, training, and mentoring
  • Develop new client relationships and market services for growth
  • Ensure consistent time reporting and compliance in staff billing processes
  • Resolve issues proactively and provide recommendations for improvement
  • Lead client relationship management and support business development strategies

Benefits

  • Medical, dental, vision, HSA with employer match, FSA options
  • 22 days of PTO, 8 full holidays, 2 half holidays, and paid volunteer time
  • 401(k) with employer contributions up to 4.5%
  • Abdo-sponsored telehealth platform
  • Technology reimbursement
  • Half day Fridays from June to September
  • Professional expenses and CPA support and bonus
Full Job Description
Do you have extensive experience in nonprofit tax management and want to continue in that specialty? Due to growth, we are seeking a Nonprofit Tax Manager to join the Abdo team! If you're passionate about driving positive change through meticulous tax management, we want to hear from you.

As the Nonprofit Tax Manager, you will lead and own the reviewing process for all: Form 990, 990-T, 990-PF, and foreign financial reporting documents, ensuring compliance and excellence for Abdo's nonprofit clients. As a pivotal player, you'll coordinate engagement workflows and serve as the link between partners, clients, and staff.

Key responsibilities include:
  • Manage significant engagements and oversee the review of tax forms including: 990, 990-T, and 990-PF, and foreign financial reporting documents
  • Perform research on client 990 issues
  • Meet with clients to address needs, analyze issues, and suggest additional services
  • Guide and train staff through effective delegation and workflow management
  • Participate in staff development, training, and mentoring
  • Develop new client relationships and market services to support firm growth
  • Ensure accurate and consistent time reporting and staff compliance
  • Maintain strong revenue realization and manage billing processes effectively
  • Resolve issues proactively and provide recommendations
  • Lead client relationship management and support business development strategies


Ideal Manager candidate has:
  • Bachelor's degree in accounting
  • CPA required with appropriate equivalent work experience
  • 7+ years experience preparing progressively complex 990s as well as the ability to efficiently perform research on client 990 issues
  • Proficient in advanced MS-Excel functions
  • Strong quantitative analysis and critical thinking skills, with a focus on improvement and automation
  • Desire to work in a fast-paced environment
  • Collaborative spirit and adaptability to change

Flexible Workplace:
Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!

Interviews for this position may be conducted via Zoom video.

Additional Information:
At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $95,000 - $130,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.

All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments. Managers are also eligible for a manager bonus program which is awarded based on the consideration of individual contributions, team accomplishments, and firm growth.

Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:
  • Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
  • 22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
  • 401(k) plan with employer contributions up to 4.5%
  • Abdo-sponsored telehealth platform
  • Technology reimbursement
  • Half day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks)
  • Professional expenses and CPA support and bonus


Benefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page.

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