Not For Profit Tax Supervisor

Withum PC; San Ramon (CA); On-site; USD 95,000 - 155,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum Smith+Brown, PC is seeking a Not‑For‑Profit Tax Supervisor to join the Exempt Organization and Employee Benefits Tax group. The role focuses on reviewing tax returns for benefit plans and exempt organizations while guiding teams across multiple engagements in a hybrid environment.

The ideal candidate holds a Bachelor's in accounting with a CPA license and at least 5 years in public accounting tax, with strong analytical and client-service skills.

Qualifications

• Bachelor's degree in accounting and CPA license.
• At least 5 years in public accounting tax department.
• Ability to manage multiple engagements and supervise staff.
• Strong analytical and client service skills.
• Excellent communication and leadership abilities.

Responsibilities

• Review annual employee benefit tax returns and unrelated business income tax returns for a large client base.
• Review relevant state income tax returns and annual state charitable registration forms.
• Researching and resolving tax-exempt organization tax issues.
• Review Employee Benefit Plan Forms 5500 and Exempt Organization returns (990, 990-PF, 990-T).
• Identifying and implementing tax planning opportunities.
• Managing multiple engagements concurrently with various teams to meet deadlines.
• Conducting professional development discussions and mentoring staff.

Skills

Excel

Tax return prep

Review experience

Analytical skills

Education

Bachelor's degree in accounting

CPA license

JD or MS in Taxation

Job description

## Not For Profit Tax SupervisorApplyremote type: Hybridlocations: San Ramon, CA: Tysons Corner, VA: Columbia, MDtime type: Full timeposted on: Posted 14 Days Agojob requisition id: 2737# Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.# Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.# **Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!****Job Description:**Withum’s **Exempt Organization and Employee Benefits Tax** group provides support and guidance to Benefit Plans and other Exempt Organizations to succeed in a technology-driven world full of ever-changing rules and regulations. Withum believes that when you stand together for a common purpose, dreams for a better world become reality.Withum’s Employee Benefits Tax team has the experience and the knowledge to tackle compliance, governance and operational and financial hurdles that can help free up time and resources This group services a variety of employee benefit plans, including Health & Welfare Plans, Defined Benefit and Defined Contribution plans, as well as nonprofits including community-based organizations, public charities, private foundations, trade associations and educational institutions.This Supervisor will work exclusively with Withum’s **Exempt Organization and Employee Benefits Tax Group**. You’ll be working with a team of renowned experts and thought leaders in the industry who are passionate about what they do! The ideal candidate will possess excellent Excel and tax return preparation skills and review experience with the ability and desire to grow and advance their career at Withum.Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.**How You’ll Spend Your Time:*** Reviewing of annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base* Reviewing of relevant state income tax returns and annual state charitable registration forms* Researching and resolving tax-exempt organization tax issues* Reviewing Employee Benefit Plan Forms 5500, Exempt Organization returns such as Form 990, 990-PF and 990-T, C Corp., S Corp., Partnership income, fiduciary tax returns and individual returns as time permits* Identifying and implementing tax planning opportunities* Managing multiple engagements concurrently with various teams to efficiently meet client deadlines* Conducting constructive discussions with team members on their evaluations and providing counsel accordingly* Serving in professional development programs as an instructor or discussion leader**The Kinds of People We Want to Talk to Have Many of The Following:*** Bachelor's degree in accounting and CPA license, JD or a Master of Science in Taxation* At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff* Excellent analytical and technical tax skills* Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships* Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment* Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management* Excellent analytical, organizational, project management skills, and strong attention to detailThe compensation for this position will vary by location. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.San Ramon ranges are from $95,000 - $155,000 annually Columbia ranges are from $95,000 - $155,000 annually#LI-MM1#LI-Hybrid*WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.*