Hybrid Tax Manager — Nonprofit & Private Wealth

Ridgemont Resources, Inc.; Northbrook (IL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Award-Winning Culture

Path to Partner

75% Remote Work Model

Summer Fridays Off

37-hour workweeks

Work-Life Balance

Modern, Paperless Office

Professional Development Curriculum

Business Casual Dress Code

Firm-wide events

Job summary

Ridgemont Resources, Inc. is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals in the Greater Chicagoland area.

Hybrid work in a well-regarded CPA and advisory firm offers direct Partner interaction and growth. The ideal candidate will have 7–10+ years of tax experience, strong knowledge of Forms 990, 990-PF, 1040, and 1041, and a credential such as CPA or equivalent.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7–10+ years of relevant tax experience, including preparation, review and management of complex tax returns.
• Demonstrated experience with Forms 990, 990-PF, 1040, and 1041.
• Strong knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• Experience with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.
• At least one credential such as CPA, EA, MST, JD, LLM, CTFA, or AEP.
• Strong client relationship management and advisory capabilities.
• Excellent communication, presentation, analytical, and organizational skills.
• Ability to manage multiple client engagements and deadlines.

Responsibilities

• Manage and review complex federal and state tax returns for nonprofit organizations, private foundations, trusts, estates, and individuals.
• Oversee preparation and review of IRS Forms 990, 990-PF, 1040, and 1041.
• Provide technical guidance on nonprofit taxation, private foundation regulations, fiduciary taxation, and high-net-worth individual tax matters.
• Research complex tax issues, filing requirements, and regulatory developments.
• Identify tax planning opportunities and provide proactive recommendations to clients.
• Serve as an internal technical resource for nonprofit and private foundation tax matters.
• Develop and maintain strong relationships with nonprofit organizations, foundations, high-net-worth individuals, family offices, and professional advisors.
• Collaborate with attorneys, financial planners, wealth advisors, and other professional service providers.
• Serve as a trusted advisor by identifying client needs and recommending appropriate tax and advisory solutions.
• Work directly with firm Partners on client engagements and strategic initiatives.
• Participate in client presentations, educational programs, and business development activities.
• Supervise, mentor, and develop tax associates and senior accountants.
• Review staff work and provide technical guidance and feedback.
• Improve tax department processes, workflow efficiency, and quality control.
• Collaborate with other practice areas to identify cross-service opportunities.
• Support the continued growth and development of the firm's nonprofit, foundation, and private client tax practice.

Skills

Nonprofit tax

Private foundations

Fiduciary tax

HNW individuals

Client relationships

IRS forms

Education

Bachelor's in Accounting/Finance

CPA / EA / MST / JD / LLM / CTFA / AEP

Job description

Ridgemont Resources, Inc. is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals in the Greater Chicagoland area.

Hybrid work in a well-regarded CPA and advisory firm offers direct Partner interaction and growth. The ideal candidate will have 7–10+ years of tax experience, strong knowledge of Forms 990, 990-PF, 1040, and 1041, and a credential such as CPA or equivalent.