Manager - 990 - Tax

Withum; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Withum in Bengaluru seeks a senior tax professional specialized in Form 990 non-profit tax to lead engagements from planning to delivery. You will review 990 and 990-T, assess schedules, and coordinate with India and US leadership to ensure accurate filings.

The role emphasizes tax research, mentoring analysts, and ensuring timely deliverables while upholding client confidentiality and professional skepticism.

Qualifications

• 7+ years in 990 or 990-T Non-profit tax.
• Excellent communication and drafting skills.
• Independent working ability with collaborative mindset.
• Ability to balance multiple projects and meet deadlines.
• Strong team leadership and mentoring capabilities.

Responsibilities

• Review 990 and 990-T forms and related schedules for Non-profit organizations.
• Oversee end-to-end tax compliance and timely deliveries.
• Coordinate with India & US leadership for client engagements.
• Provide tax research and technical guidance to analysts.
• Train and mentor junior and senior team members.

Skills

Non-profit tax expertise

US tax knowledge

Tax research

Team leadership

Tools

Tax software

Job description

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time:

• Reviewing small, Medium & Complex like 990 & 990-T Tax Returns and Managing Non-profit organization work schedule and understand the Main form 990, its reporting structure and should have basic knowledge of 990 respective schedules.
• Reviewing the 12 sections of Form 990's main form.
• Reviewing deadlines, extensions and penalties pertaining to Form 990 and the purpose of the 16 schedules associated with Form 990.
• Reviewing the Implications to Form 990 from the Tax Cuts and Jobs Act.
• Manage end-to-end tax compliance. Responsible for completing all assigned tasks accurately and within the defined processing time frame.
• Reviewing the Form 990 Extensively like Importance of non‐profit sector, Purpose of Form 990, Who must file, Form 990 series, Organizations not required to file, accounting periods, Deadline and extensions, Penalties for failure to file.
• Reviewing the Implications for Tax-Exempt Organization & Calculation of Unrelated Business Income Tax (UBIT).
• Reviewing 990 Main forms and 16 schedules and Common errors.
• Reviewing the Audit Financials like Income statement and Balance sheet. Ability to review 990 extensively, screening the financials, identifying missing open items, asking relevant tax information and documentation to provide accurate information.
• Excellent communication skills to drive engagement and close interactions with both India & US Leadership.
• Well versed in standard technology & come-up with innovative ideas of thinking, Strategy planning and managing the workload.
• Ability to interact with all levels of internal Staff and Senior team members and manage team in complex situations.
• Must process excellent tax research skills and Balanced allocation of work to team members.
• Guide the team in understanding various tax forms and conduct training & brainstorming knowledge sessions.
• Directly manage teams of analysts, support in process implementation, staffing and new hire training.
• Coaching and developing Junior & Senior Team members on the concepts of 990 tax compliance.
• Develop Junior/Senior team members for next roles in the hierarchy and should be Leading and managing engagements independently.
• Quality of process improvements & Team management
• Attention to detail and documentation, Adherence to turnaround and statutory timelines
• Excellent communication skills: clear oral and written skills; effective questioning, active listening
• Excellent interpersonal skills: influencing, collaborating, networking, able to work effectively in virtual international and cross-functional teams

Requirements

• Experience: 7+ years in 990 or 990-T Non-profit tax.
• The candidate should possess good communication and drafting skills with a work-based demonstrated affinity in pursuing a career in customs matters.
• The candidate should demonstrate integrity and energy and possess independent working ability and have a collaborative mindset
• Active communicator and a great team player
• Ability to plan, prioritize, and organize work effectively
• Ability to balance many projects simultaneously
• Ability to work under pressure and time deadlines
• Ability to work independently
• Ability to be flexible with scheduling to meet workflow demands
• Ability to present a professional appearance and demeanor
• Ability to maintain client confidentiality, personal objectivity, and professional skepticism

Website: www.withum.com

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.