Senior Tax Manager, Exempt Organizations (Nonprofit)

Sb & Company; Nashville (TN); On-site; USD 120,000 - 160,000; Full time

Job summary

SB & Company in Nashville, TN seeks a Tax Manager specializing in tax-exempt organizations. You will lead compliance and advisory engagements for charitable groups, foundations, and other exempt entities, coordinating with our nonprofit audit practice to ensure quality work.

The role combines technical leadership with client service, mentorship, and development of standardized tax processes for exempt-organization engagements.

Qualifications

• Bachelor’s degree in accounting, taxation, finance, or related field.
• Active CPA license, attorney license, or Enrolled Agent; CPA preferred.
• At least five years of progressive tax experience serving exempt organizations.
• Experience preparing and reviewing Forms 990 and 990-T.
• Knowledge of IRC sections 501(c), 509(a), 511–514, and 4958.
• Strong project management, research, client service, written communication, and leadership.
• Ability to collaborate with audit professionals while maintaining tax ownership.

Responsibilities

• Lead and review Form 990/990-T for exempt organizations.
• Advise clients on exempt status, UBIT, and related tax matters.
• Serve as primary tax contact for assigned nonprofit clients.
• Coordinate with audit teams on ownership, timing, and communication.
• Own standardization of information requests, workpapers, and checklists.
• Mentor tax professionals and contribute to proposals and thought leadership.

Skills

Project management

Client service

Leadership

Written communication

Tax research

Education

Bachelor’s degree in accounting, taxation, finance, or related field

Master’s degree in taxation or LL.M. in taxation

Job description

SB & Company in Nashville, TN seeks a Tax Manager specializing in tax-exempt organizations. You will lead compliance and advisory engagements for charitable groups, foundations, and other exempt entities, coordinating with our nonprofit audit practice to ensure quality work.

The role combines technical leadership with client service, mentorship, and development of standardized tax processes for exempt-organization engagements.