Nonprofit Tax Manager

CPS Inc.; Wheeling (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

CPS Inc. is seeking a Nonprofit Tax Manager to lead tax compliance, consulting, and advisory services for nonprofit clients. You will supervise tax professionals, manage client relationships, and guide governance and reporting matters for foundations and other tax-exempt entities.

Responsibilities include overseeing Form 990 series filings, evaluating unrelated business income, and providing strategic tax planning to support growth and profitability of the nonprofit practice.

Qualifications

• CPA license or eligible preferred.
• Experience with Form 990, 990-EZ, 990-PF.
• Strong client management and leadership abilities.
• Knowledge of nonprofit governance and reporting requirements.

Responsibilities

• Manage the preparation and review of federal and state nonprofit tax returns (e.g., Form 990 series).
• Ensure timely filing of returns, extensions, and related documents.
• Review financials and disclosures for accuracy and completeness.
• Advise clients on public charity status, private foundation requirements, and reporting obligations.
• Provide tax advisory services related to charitable contributions, grants, and endowment income.
• Develop and maintain strong client relationships; coordinate with audit/advisory teams.
• Supervise staff, manage engagements, budgets, and billing.
• Monitor engagement profitability and workflow efficiency.

Skills

Nonprofit tax expertise

Tax compliance

Client relationship management

Team leadership

Education

CPA or equivalent

Job description

Position Summary

Nonprofit Tax Manager Position Summary The Nonprofit Tax Manager is responsible for managing tax compliance, consulting, and advisory services for a portfolio of nonprofit organizations, charitable foundations, and tax-exempt entities. This role oversees the preparation and review of federal and state tax filings, ensures compliance with applicable tax-exempt organization regulations, and advises clients on tax reporting, governance, and compliance matters. The Tax Manager also supervises tax professionals, manages client relationships, and supports the growth and profitability of the firm's nonprofit tax practice.

Key Responsibilities

• Tax Compliance and Reporting
  • Manage the preparation and review of federal and state tax returns for nonprofit organizations, including Form 990, Form 990-EZ, Form 990-PF, and Form 990-T, as applicable.
  • Ensure timely and accurate filing of required tax returns, extensions, and related compliance documents.
  • Review financial information, supporting workpapers, and disclosures for completeness and accuracy.
  • Evaluate unrelated business taxable income (UBTI), unrelated business activities, and potential tax liabilities.
  • Advise clients on public charity status, private foundation requirements, and tax-exempt organization reporting obligations.
  • Monitor changes in federal and state tax laws and regulations affecting tax-exempt organizations.
• Tax Planning and Consulting
  • Provide tax advisory services related to charitable contributions, fundraising activities, grants, and endowment income.
  • Advise nonprofit clients on unrelated business income, employment tax matters, and other federal and state tax issues.
  • Assist organizations with IRS correspondence, tax notices, examinations, and compliance issues.
  • Identify potential tax risks and recommend strategies to strengthen compliance and minimize unnecessary tax exposure.
  • Provide guidance on executive compensation reporting, governance practices, and applicable disclosure requirements.
• Client Relationship Management
  • Serve as the primary tax contact for assigned nonprofit clients.
  • Develop and maintain strong relationships with executive directors, chief financial officers, controllers, and board members.
  • Communicate tax requirements, filing deadlines, regulatory developments, and recommendations clearly.
  • Coordinate with audit, assurance, and advisory teams to deliver integrated services.
  • Identify opportunities to expand client relationships and support business development initiatives.
• Team Leadership and Engagement Management
  • Supervise, mentor, and review the work of senior accountants, staff accountants, and other tax professionals.
  • Manage multiple engagements, deadlines, budgets, and billing activities.
  • Review tax workpapers and returns to ensure technical accuracy and compliance with firm quality standards.
  • Monitor engagement profitability, realization, and workflow efficiency.
  • Support staff training, performance evaluations, and professional development.

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