We are seeking an experienced
Tax Manager to join our growing
Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational institutions, healthcare organizations, religious organizations, and other nonprofit entities.
The ideal candidate will possess strong technical expertise in exempt organization taxation, excellent client service skills, and experience supervising and mentoring staff.
Key Responsibilities- Review Forms 990, 990-EZ, 990-PF, 990-T, and related state filings
- Review unrelated business income tax (UBIT) calculations and filings
- Research and analyze complex tax issues affecting exempt organizations
- Provide advisory services including: Private foundation compliance; Excess benefit transactions; Intermediate sanctions; Public support testing and; State charitable registrations
- Supervise, train, and mentor tax staff, seniors, and supervisors
- Manage multiple client engagements simultaneously while meeting deadlines
- Serve as a primary day-to-day contact for nonprofit clients
- Coordinate with audit and advisory teams to provide integrated client service
- Assist with IRS correspondence and notice resolution
- Participate in practice development and client relationship building
Qualifications- Bachelor's degree in Accounting from an accredited college/university required
- MST a plus
- 7+ years of progressive tax experience in public accounting, with a focus on not-for-profit taxation required
- Active CPA license or EA certification required
- Experience working with large exempt organizations
- Experience reviewing complex returns and supervising staff
- Working knowledge of tax laws and regulations impacting exempt organizations
- Strong interpersonal, verbal, and written communication skills
- Excellent analytical skills with strong attention to detail
- Ability to effectively manage workload and deadlines across multiple client engagements
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA); Knowledge of ProSystems FX preferred
Compensation & Benefits:The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
- Medical, Dental, and Vision plans
- Basic Life, AD&D, and Voluntary Life Insurance
- 401(k) plan and Profit-Sharing program
- Flexible Spending & Health Saving accounts
- Employee Assistance, Wellness, and Work-life programs
- Commuter & Parking benefits programs
- Inclusive Parental Leave Benefits
- Generous Paid Time Off (PTO)
- Paid Firm Holidays
- Community & Volunteering programs
- Recognition & Rewards programs
- Training & Certification programs
- Discretionary Performance Bonus
*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
Applicants must be currently authorized to work in the United States on a full-time basis. We are
unable to provide visa sponsorship now or in the future.
To all staffing agencies: PKF O'Connor Davies Advisory, LLP ("PKFOD")
will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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