Nonprofit Tax Manager: Compliance & Advisory Lead

CPS, Inc.; Wheeling (IL); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

CPS, Inc. is seeking a Nonprofit Tax Manager to oversee tax compliance, planning, and advisory services for nonprofit clients. You will supervise tax professionals, manage client relationships, and drive growth in the nonprofit tax practice.

The role involves preparing and reviewing Form 990 series filings, monitoring tax law changes, and delivering integrated services with audit and advisory teams. Strong leadership and nonprofit tax knowledge are essential.

Aufgaben

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

Kenntnisse

Tax compliance

Tax planning

Client relationship management

Team leadership

Jobbeschreibung

CPS, Inc. is seeking a Nonprofit Tax Manager to oversee tax compliance, planning, and advisory services for nonprofit clients. You will supervise tax professionals, manage client relationships, and drive growth in the nonprofit tax practice.

The role involves preparing and reviewing Form 990 series filings, monitoring tax law changes, and delivering integrated services with audit and advisory teams. Strong leadership and nonprofit tax knowledge are essential.