Nonprofit Tax Manager, Exempt Organizations

SB & Company, LLC; Owings Mills (MD); On-site; USD 110,000 - 170,000; Full time

Job summary

SB & Company, LLC is seeking a Tax Manager specializing in exempt organizations to lead compliance and advisory engagements for charitable groups, associations, religious bodies, educational and research institutions, and foundations. You will supervise tax teams, coordinate with audit colleagues, and help standardize exempt-organization processes, with focus on Forms 990/990-T and related issues.

The role requires CPA or equivalent, 5+ years in public accounting tax for tax-exempt entities, and

Qualifications

• Bachelor's degree in accounting, taxation, finance, or related field.
• Active CPA license, active attorney license, or Enrolled Agent credential; CPA preferred.
• At least five years of progressive public-accounting tax experience serving tax-exempt organizations.
• Experience preparing/reviewing Forms 990 and 990-T and managing exempt-organization engagements.
• Knowledge of IRC Sections 501(c), 509(a), 511–514, and 4958.

Responsibilities

• Lead and review federal and state tax compliance for exempt organizations and related taxable entities, including Forms 990, 990-EZ, 990-T, 990-PF, 4720, and relevant Forms 1120 and 1065.
• Advise clients on maintaining exempt status, unrelated business income, public-support testing, private-foundation rules, excess-benefit transactions, lobbying and political activity, alternative investments, and other organization-specific tax matters.
• Serve as a primary tax contact for assigned clients and communicate technical issues in practical, board-and-management-ready language.
• Coordinate closely with audit engagement partners and teams to define ownership, information flow, timing, review, approval, and client communication responsibilities.
• Own the design and implementation of standardized exempt-organization information requests, workpapers, review checklists, technical consultations, timelines, and quality controls.
• Manage engagement scope, schedules, staffing, budgets, billings, collections, realization, and risk.
• Recognize and develop advisory opportunities involving UBIT planning, alternative investments, related entities, governance, transactions, tax controversy, and organizational changes.
• Research and document complex tax positions and monitor changes affecting exempt organizations.
• Train, supervise, and mentor tax professionals and provide technical training to audit professionals where appropriate.
• Contribute to proposals, thought leadership, market activities, and relationships within the nonprofit community.

Skills

Project management

Technical research

Client service

Written communication

Team leadership

Education

Bachelor's degree in accounting/finance

Master’s degree in taxation (preferred)

Job description

SB & Company, LLC is seeking a Tax Manager specializing in exempt organizations to lead compliance and advisory engagements for charitable groups, associations, religious bodies, educational and research institutions, and foundations. You will supervise tax teams, coordinate with audit colleagues, and help standardize exempt-organization processes, with focus on Forms 990/990-T and related issues.

The role requires CPA or equivalent, 5+ years in public accounting tax for tax-exempt entities, and