Tax Manager: Nonprofit & HNW, Hybrid, Path to Partner

KLA Industries, Inc.; Northbrook (IL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Award-Winning Culture

Path to Partner

75% Remote Work Model

Summer Fridays Off

37-hour workweeks

Work-Life Balance

Modern, Paperless Office

Professional Development Curriculum

Business Casual Dress Code

Firm-wide events

Job summary

[Unknown Firm] in the Chicagoland area is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals to join its tax practice.

The ideal candidate will bring strong technical tax expertise, excellent client relationships, and the ability to serve as a trusted advisor on complex tax matters with direct Partner interaction in a hybrid environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7–10+ years of relevant tax experience including complex returns.
• Strong knowledge of nonprofit and private foundation taxation.
• Credentials such as CPA/EA/MST/JD/LLM/CTFA/AEP preferred.

Responsibilities

• Manage and review complex federal and state tax returns for nonprofit organizations, private foundations, trusts, estates, and individuals.
• Oversee preparation and review of IRS Forms 990, 990-PF, 1040, and 1041.
• Provide technical guidance on nonprofit taxation, private foundation regulations, fiduciary taxation, and high-net-worth matters.
• Research complex tax issues, filing requirements, and regulatory developments.
• Identify tax planning opportunities and provide proactive recommendations to clients.
• Serve as an internal technical resource for nonprofit and private foundation tax matters.
• Develop and maintain relationships with nonprofit orgs, foundations, high-net-worth individuals, family offices, and advisors.
• Collaborate with attorneys, wealth advisors, and other professionals.
• Supervise, mentor, and develop tax associates and senior accountants.
• Improve tax department processes, workflow efficiency, and quality control.
• Support growth of nonprofit/private client tax practice.
• Participate in client presentations and business development.

Skills

Tax advisory

Nonprofit taxation

Client relationships

Tax planning

Education

Bachelor's degree in Accounting/Finance

CPA, EA, MST, JD, LLM, CTFA, or AEP

Tools

IRS Forms 990

IRS Forms 990-PF

IRS Form 1040

IRS Form 1041

Job description

[Unknown Firm] in the Chicagoland area is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals to join its tax practice.

The ideal candidate will bring strong technical tax expertise, excellent client relationships, and the ability to serve as a trusted advisor on complex tax matters with direct Partner interaction in a hybrid environment.