Tax Manager — Nonprofit & HNW Trusts (Hybrid, Path to Partner)

Essenti Talent; 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 outside peak season

Work-Life Balance

Modern, Paperless Office

Professional Development Curriculum

Business Casual Dress Code

Regular firm-wide events

Job summary

Essenti Talent is assisting a premier Chicagoland CPA firm in its search for a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. The role offers direct partner interaction and a hybrid work environment within a nationally recognized practice.

The ideal candidate will lead complex compliance and advisory work for nonprofits, private foundations, and UHNW clients, while mentoring staff and collaborating with attorneys and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA, EA, MST, JD, LLM, CTFA, or AEP credential.
• Strong client relationship management and advisory capabilities.
• Experience with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.

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 and fiduciary matters.
• Research complex tax issues and regulatory developments.
• Identify tax planning opportunities and provide proactive recommendations to clients.
• Serve as an internal technical resource for nonprofit tax matters.

Skills

Nonprofit tax expertise

Client relationship management

Tax advisory

Leadership & mentoring

Strong communication

Education

Bachelor's degree in Accounting, Finance, or related field

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

Job description

Essenti Talent is assisting a premier Chicagoland CPA firm in its search for a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. The role offers direct partner interaction and a hybrid work environment within a nationally recognized practice.

The ideal candidate will lead complex compliance and advisory work for nonprofits, private foundations, and UHNW clients, while mentoring staff and collaborating with attorneys and