Hybrid Tax Manager — Nonprofits & Foundations, Partner Path

Kingfisher Recruiting; Northbrook (IL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Award-Winning Culture

Path to Partner

Remote Work Model 75%

Summer Fridays Off

Shorter workweeks

Work-Life Balance

Paperless Office

Professional Development

Dress Code

Firm Events

Job summary

Kingfisher Recruiting is assisting a respected CPA firm in Chicagoland to hire a Tax Manager specializing in nonprofit organizations, private foundations, trusts, and high-net-worth individuals. The role emphasizes advisory, compliance, and client leadership within a collaborative team.

The ideal candidate has extensive nonprofit and fiduciary tax experience, strong communication skills, and a track record of mentoring staff. Hybrid work and clear growth toward leadership are offered.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7–10+ years of relevant tax experience, including complex returns.
• Experience with Forms 990, 990-PF, 1040, and 1041.
• Strong knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• Experience working with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.
• One professional credential or advanced qualification 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

• Tax Compliance & Advisory: prepare and review federal/state returns for nonprofits, foundations, trusts, estates, and individuals.
• Oversee preparation and review of IRS Forms 990, 990-PF, 1040, 1041.
• Provide guidance on nonprofit tax matters and private foundation regulations.
• Research complex tax issues, filing requirements, and regulatory developments.
• Identify tax planning opportunities and advise clients.
• Serve as internal resource for nonprofit tax matters.
• Client Relationship Management: build relationships with nonprofits, foundations, HNW individuals, family offices, and advisors.
• Collaborate with attorneys, wealth advisors, and other professionals.
• Act as trusted advisor, identify client needs and solutions.
• Work with Partners on engagements and strategic initiatives.
• Participate in client presentations and business development.
• Leadership & Practice Development: supervise and mentor tax associates and seniors.
• Review staff work and provide technical guidance.
• Improve tax department processes and quality control.
• Collaborate with other practice areas for cross-service opportunities.
• Support growth of nonprofit/foundation/private client tax practice.

Skills

Nonprofit tax

Fiduciary tax

HNW individuals

Tax planning

Client relations

Communication

Research

Leadership

Education

Bachelor's in Accounting/Finance

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

Job description

Kingfisher Recruiting is assisting a respected CPA firm in Chicagoland to hire a Tax Manager specializing in nonprofit organizations, private foundations, trusts, and high-net-worth individuals. The role emphasizes advisory, compliance, and client leadership within a collaborative team.

The ideal candidate has extensive nonprofit and fiduciary tax experience, strong communication skills, and a track record of mentoring staff. Hybrid work and clear growth toward leadership are offered.