Tax Manager - NFP - Tax-Exempt Organizations

Jobot; Chicago (IL); Remote; USD 130,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Merit-based bonus program

401k with generous match

Comprehensive medical, dental, and vision coverage

Tuition reimbursement

Home office technology provided

Professional development opportunities

Job summary

A leading accounting firm is seeking a highly motivated professional to join their fully remote team focused on nonprofit tax services. The role requires a CPA and 5+ years of experience in Form-990 preparation, along with strong client management skills. You will develop client relationships, drive strategy and implementation, and promote collaboration within the team. The ideal candidate will thrive in a supportive environment that values career development and flexibility while managing client expectations effectively and ensuring quality outcomes.

Qualifications

• 5+ years of Form-990 preparation and review experience.
• 1+ year of managerial experience.
• Experience with diverse 501(c) clients.
• Background in public accounting and consulting.
• Ability to work in a paperless and cloud environment.

Responsibilities

• Manage overall client relationships to ensure satisfaction.
• Drive strategy and growth for the nonprofit practice.
• Collaborate between service lines to enhance client service.
• Review and provide feedback on nonprofit returns.
• Conduct tax research and advise clients on tax issues.

Skills

Form-990 prep and review experience

Management experience

Client engagement and consulting experience

Public accounting experience

Technical expertise in nonprofit taxation

Education

CPA

Job description

Overview

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FULLY REMOTE - Tax-Exempt Organizations

This Jobot Job is hosted by Albert Simons

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $130,000 - $140,000 per year

A Bit About Us

We’ve always been a different kind of accounting firm. Interesting & complex work, Great People, Competitive pay and benefits, Collaboration, Diversity, Professional Development, and Flexibility for a sustainable career. Facilitating long-term career success is something that we do better than others. We do that in several ways, one of them being reasonable hours expectations. Full-time managers are expected to work 2300 total hours/1375 billable hours annually, which means the busy season target is 45 - 50 hours/week with generally no expectation to work weekends.

Why join us?

• Best of Accounting Diamond Award for Exceptional Client Service (ClearlyRated)
• America’s Best Tax and Accounting Firms (Forbes)
• Summer Fridays!
• "Work from anywhere" and home office technology equipment provided (external monitor, docking station, keyboard/mouse combo)
• Continuing education opportunities
• Competitive salary and merit-based bonus program
• Traditional and Roth 401k with generously funded 401k match
• Comprehensive medical, dental and vision coverage with HSA / FSA options
• Tuition Reimbursement
• CPA Exam Reimbursement
• Certification Reimbursement
• Organization & Associate Dues Reimbursed
• Volunteer days
• Coaching & Mentoring Programs
• Women in Leadership opportunities!
• Team social events

Job Details

Qualifications

• 5+ years of Form-990 prep and review experience
• 1+ year of experience as a Manager
• Deep experience with 501(c)(3) (both public charities and private foundations) and 501(c)(6) clients is required; experience with 501(c)(4), 501(c)(5), 501(c)(6), 501(c)(7), and 527 organizations is preferred
• Consulting experience on matters such as gifts of stock to a private foundation, self-dealing, conversions, applications for exempt status, distribution planning, etc.
• Recent experience in public accounting (or combination of industry and public accounting) that includes working in a paperless and cloud environment, reviewing and signing complex returns per the forms and organization types described above, researching complex tax issues, managing client engagements, supervising project teams, establishing effective partnerships with clients, billing, and business development.
• CPA

Responsibilities

• Develop and maintain strong relationships with current and potential clients; Effectively manage overall client relationships to ensure client satisfaction
• Drive strategy development and implementation, profitability, and growth for the nonprofit practice
• Promote collaboration between service lines to provide high quality client service
• Review nonprofit entity returns prepared by the team and provide constructive feedback to develop their personal and professional skills; sign all returns
• Conduct tax research and advise clients on various tax issues
• Foster teamwork and innovation to enhance the client service experience
• Develop and motivate engagement teams by providing mentorship, leadership, coaching and career guidance; Ensure continuous improvement and development of tax professionals
• Demonstrate and maintain technical expertise
• Seek opportunities to expand leadership within the firm by getting involved in various aspects of the firm such as training and development, recruiting, updating processes/procedures, etc.

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Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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