Tax Manager

Insite Group; Rhode Island; Híbrido; USD 120.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits package

Descripción de la vacante

The Insite Group in Rhode Island is seeking a Not-for-Profit Tax Manager to lead a dedicated NFP practice. Hybrid work from Newport or Providence with opportunity to work on high-visibility client relationships for public charities, private foundations, and higher education institutions.

You'll oversee Form 990/990-PF/990-T work, advise on governance and compliance, mentor staff, and partner with Tax Partners on strategic client development. CPA/EA/JD and 5+ years NFP tax required.

Formación

• Bachelor's degree in Accounting is required.
• Active CPA license, EA or JD is required.
• 5+ years of federal exempt organizations (NFP) tax experience; public accounting background preferred.

Responsabilidades

• Serve as primary tax contact for public charities, private foundations, higher education entities, and healthcare organizations.
• Oversee, review, and sign Form 990, 990-PF, and 990-T returns, plus state filings and UBIT analyses.
• Advise clients on charity status, foundation distributions, governance, compensation reporting, and tax risk exposure.
• Lead research and resolution of IRS/state notices and tax authority correspondence for exempt orgs.
• Coach and supervise junior staff, providing technical feedback and career development.
• Ensure deliverables meet quality standards, budgets, and timelines.
• Partner with Tax Partners on strategic planning and client development.

Conocimientos

Not-for-Profit tax expertise

Client relationship management

Leadership & mentoring

Technical tax research

Project management

Educación

Bachelor's degree in Accounting

Master's in Taxation (MST) preferred

Descripción del empleo

Locations: Newport or Providence, Rhode Island

Position Type: Full-Time

Salary: $120,000.00 - $145,000.00 + benefits package!

The Role:

Are you a tax professional who has specialized in the Not-for-Profit space and is ready to turn your niche technical mastery into a fast-track leadership career? In public accounting, Not-for-Profit tax expertise is one of the most lucrative and highly sought-after specialisms in the market. Higher education institutions, healthcare networks, large public charities, and private foundations represent some of the most stable, mission-driven, and high-value clients in New England. My client are seeking a driven Not-for-Profit Tax Manager to join their dedicated NFP practice on a flexible hybrid basis out of one their Rhode Island hubs. If you want to lead high-visibility client relationships, act as a true strategic advisor to executives and boards, and position yourself for rapid upward mobility in a specialized practice group, this is your platform to excel.

Key Responsibilities:

• Serve as the primary, trusted tax contact for public charities, private foundations, higher education entities, and healthcare organizations.
• Oversee, review, and sign off on complex Form 990, 990-PF, and 990-T returns, alongside state filings and UBIT analyses.
• Advise clients on public charity status, foundation distribution requirements, governance structures, executive compensation reporting, and potential tax risk exposure.
• Lead research and resolution of IRS and state tax notices, ruling requests, and tax authority correspondence on behalf of exempt organizations.
• Coach, mentor, and supervise associate and supervisor-level team members, providing structured technical feedback and career development.
• Ensure engagement deliverables meet firm quality standards, stay within budget, and hit agreed-upon delivery timelines.
• Partner directly with Tax Partners on strategic planning, technical issue framing, and client development initiatives.

Position Qualifications:

• Bachelor's degree in Accounting required; Master's in Taxation (MST) preferred.
• Active CPA license, Enrolled Agent (EA) credential, or JD required.
• 5+ years of dedicated federal exempt organizations (NFP) tax experience; public accounting background strongly preferred.
• Deep proficiency with Forms 990, 990-PF, and 990-T, private foundation rules, public charity compliance, UBIT calculations, and exempt status regulations.
• Proven track record of managing client relationships, framing complex tax research into clear business insights, and leading project teams.