Nonprofit Tax Manager - Hybrid, Path to Partner

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

Benefits offered by this job

Award-Winning Culture

Path to Partner

75% Remote

Summer Fridays Off

37-Hour Weeks

Work-Life Balance

Professional Development

Business Casual

Job summary

Our client, a top Chicagoland CPA firm, seeks an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. The role offers hybrid work, direct Partner interaction, and growth toward partnership.

The ideal candidate will bring 7–10+ years of tax experience, strong knowledge of Forms 990/990-PF/1040/1041, and credentials such as CPA or MST. You will mentor staff and collaborate with attorneys and wealth advisors.

Qualifications

• 7–10+ years of relevant tax experience.
• Experience with Forms 990, 990-PF, 1040, and 1041.
• Strong knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• Credential such as CPA, EA, MST, JD, LLM, CTFA, or AEP.
• Experience with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.
• 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: 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.
• Client Relationship Management: Develop and maintain relationships with nonprofit organizations, private foundations, high-net-worth individuals, family offices, and professional advisors.
• Collaborate with attorneys, financial planners, wealth advisors, and other professionals.
• Serve as a trusted advisor by identifying client needs and recommending tax/advisory solutions.
• Work with firm Partners on client engagements and strategic initiatives.
• Participate in client presentations and business development activities.
• Leadership & Practice Development: 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 growth of nonprofit/private client tax practice.

Skills

Client relationships

Tax compliance

IRS forms knowledge

Nonprofit tax

Education

Bachelor's degree in Accounting/Finance

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

Job description

Our client, a top Chicagoland CPA firm, seeks an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. The role offers hybrid work, direct Partner interaction, and growth toward partnership.

The ideal candidate will bring 7–10+ years of tax experience, strong knowledge of Forms 990/990-PF/1040/1041, and credentials such as CPA or MST. You will mentor staff and collaborate with attorneys and wealth advisors.