Tax Manager - Not-for-Profit Tax & Advisory

MBE CPAs

$80K — $95K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in a public accounting firm role.
  • Bachelor's Degree in Accounting or equivalent experience preferred.
  • Proven experience with nonprofit and tax-exempt organizations.
  • Familiarity with preparing and reviewing Form 990s.
  • CPA certification preferred or ability to obtain it.

Responsibilities

  • Prepare and review Form 990 filings and compliance documents.
  • Advise nonprofit organizations on tax-exempt compliance and best practices.
  • Assist organizations in maintaining tax-exempt status.
  • Consult on governance, compliance, and strategic tax issues for nonprofits.
  • Build and maintain strong client relationships while demonstrating nonprofit knowledge.
  • Communicate with clients to provide tailored recommendations for their financial and tax needs.

Benefits

  • Flexible work arrangements including onsite, hybrid, and remote options.
  • Relocation packages with support during the transition.
  • Comprehensive medical, dental, and vision insurance.
  • Generous Paid Time Off (PTO) policies.
  • 401k with employer matching contributions.
  • Tuition reimbursement and CPA assistance for professional development.
  • Bonuses for contributions to business development.
  • Opportunities for career advancement and growth.
Full Job Description
What's the role?

Not-for-Profit Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring tax compliance and advisory services are delivered to nonprofit organizations within expected timelines. This includes:
  • Preparing and reviewing Form 990 filings and related compliance documents.
  • Advising nonprofit organizations on tax-exempt compliance requirements and best practices.
  • Assisting organizations with maintaining and preserving tax-exempt status.
  • Consulting on governance, compliance, and strategic tax-related matters affecting nonprofit entities.
  • Building new and strengthening existing client relationships while demonstrating knowledge of nonprofit operations and regulations.
  • Communicating and meeting with clients as requested; providing recommendations to assist clients with financial and tax needs.


What experience and skills do I need to be successful?
  • 5+ years in a similar role within a public accounting firm.
  • Bachelor's Degree in Accounting highly desired or equivalent work experience.
  • Experience serving nonprofit and tax-exempt organizations.
  • Experience preparing and reviewing Form 990s.
  • CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
  • Onsite, hybrid, or remote work arrangements. Remote work allowed.
  • Relocation packages including ability to work remotely during transition to area.
  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

So how can I be considered for these opportunities?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.

What else are you hiring for?

See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

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