Tax Manager - Nonprofit

Abdo L.L.P; Edina, Northern (MN, KY); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical & dental

Vision care

HSA with employer match

PTO 22 days

8 holidays

401(k) plan

Telehealth

Technology reimbursement

Half day Fridays

CPA support & bonus

Job summary

Abdo LLP in Minnesota is seeking a Nonprofit Tax Manager to lead the reviewing process for Form 990, 990-T, 990-PF and related foreign reporting for nonprofit clients. You will coordinate engagement workflows and serve as the link between partners, clients, and staff.

We value collaboration, growth, and flexible work arrangements as we deliver beyond traditional accounting services. Ideal candidate has CPA, 7+ years nonprofit tax experience, and a drive to develop client relationships and grow

Qualifications

• CPA required with appropriate equivalent work experience.
• 7+ years experience preparing progressively complex 990s.
• Proficient in advanced MS-Excel functions.
• Strong quantitative analysis and critical thinking.
• Desire to work in a fast-paced environment.
• Collaborative spirit and adaptability to change.

Responsibilities

• Manage significant engagements and oversee the review of tax forms including 990, 990-T, and 990-PF, and foreign financial reporting documents
• Perform research on client 990 issues
• Meet with clients to address needs, analyze issues, and suggest additional services
• Guide and train staff through effective delegation and workflow management
• Participate in staff development, training, and mentoring
• Develop new client relationships and market services to support firm growth
• Ensure accurate and consistent time reporting and staff compliance
• Maintain strong revenue realization and manage billing processes effectively
• Resolve issues proactively and provide recommendations
• Lead client relationship management and support business development strategies

Skills

Advanced MS-Excel

Analytical thinking

Team leadership

Client relationship management

Adaptability

Education

Bachelor’s degree in accounting

CPA certification

Job description

Do you have extensive experience in nonprofit tax management and want to continue in that specialty? Due to growth, we are seeking a Nonprofit Tax Manager to join the Abdo team! If you're passionate about driving positive change through meticulous tax management, we want to hear from you.

As the Nonprofit Tax Manager, you will lead and own the reviewing process for all: Form 990, 990-T, 990-PF, and foreign financial reporting documents, ensuring compliance and excellence for Abdo's nonprofit clients. As a pivotal player, you'll coordinate engagement workflows and serve as the link between partners, clients, and staff.

At Abdo, we’re not your typical accounting firm. For us, ‘Lighting the path forward’ means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence.

Our culture is built on the following principles:

• Relationships - We give our best to our clients and to each other.
• Growth & Development - We get better every day.
• Teamwork - We accomplish great things together.

Key responsibilities include:

• Manage significant engagements and oversee the review of tax forms including: 990, 990-T, and 990-PF, and foreign financial reporting documents
• Perform research on client 990 issues
• Meet with clients to address needs, analyze issues, and suggest additional services
• Guide and train staff through effective delegation and workflow management
• Participate in staff development, training, and mentoring
• Develop new client relationships and market services to support firm growth
• Ensure accurate and consistent time reporting and staff compliance
• Maintain strong revenue realization and manage billing processes effectively
• Resolve issues proactively and provide recommendations
• Lead client relationship management and support business development strategies

Ideal Manager candidate has:

• Bachelor’s degree in accounting
• CPA required with appropriate equivalent work experience
• 7+ years experience preparing progressively complex 990s as well as the ability to efficiently perform research on client 990 issues
• Proficient in advanced MS-Excel functions
• Strong quantitative analysis and critical thinking skills, with a focus on improvement and automation
• Desire to work in a fast-paced environment
• Collaborative spirit and adaptability to change

Attracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as a “Fastest Growing Firm” and ranked in the Top 200 firms by Inside Public Accounting, we are always seeking talented individuals who can contribute to the continued growth and success of our firm.

Flexible Workplace:
Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!

Interviews for this position may be conducted via Zoom video.

Additional Information:
At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $95,000 - $130,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.

All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments. Managers are also eligible for a manager bonus program which is awarded based on the consideration of individual contributions, team accomplishments, and firm growth.

Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:

• Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
• 22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
• 401(k) plan with employer contributions up to 4.5%
• Abdo-sponsored telehealth platform
• Technology reimbursement
• Half day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks)
• Professional expenses and CPA support and bonus

Benefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page.

Abdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws.

If you need assistance or reasonable accommodations through our recruiting process, please email us at [e-mail].

We will not be hiring candidates from agencies for this position.