Tax Manager, Nonprofit & Private Foundations (Hybrid)

Top Echelon Software, LLC.; Northbrook (IL); Hybrid; USD 130,000 - 190,000; 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

Top Echelon Software, LLC. is assisting a premier Chicagoland CPA firm in hiring a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals.

The role offers direct partner interaction, a hybrid work model, and clear paths for professional growth. Ideal candidates bring 7–10+ years of nonprofit/tax experience, strong client advisory skills, and credentials such as CPA or equivalent.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 7–10+ years of relevant tax experience, including preparation, review, and management of complex tax returns.
• Demonstrated experience with Forms 990, 990-PF, 1040, and 1041.
• Strong technical knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• Experience working with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.
• At least one professional credential or advanced qualification, such as CPA, EA, MST, JD, LLM, CTFA, or AEP.
• Strong client relationship management and advisory capabilities.
• Excellent communication, presentation, analytical, and organizational skills.
• Ability to manage multiple client engagements and deadlines.

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 individual tax 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 strong relationships with nonprofit organizations, private foundations, high-net-worth individuals, family offices, and advisors.
• Collaborate with attorneys, financial planners, wealth advisors, and other professionals.
• Serve as a trusted advisor by identifying client needs and recommending tax/advisory solutions.
• Work directly with firm Partners on client engagements and strategic initiatives.
• Participate in client presentations, educational programs, and business development activities.
• Supervise, mentor, and develop tax associates and senior accountants.
• Review staff work and provide technical feedback; improve tax department processes.

Skills

Nonprofit tax

Client advisory

Tax compliance

Leadership

Mentoring

Communication

Education

Bachelor's degree in Accounting/Finance

CPA / EA / MST / JD / LLM / CTFA / AEP

Tools

IRS forms knowledge

Job description

Top Echelon Software, LLC. is assisting a premier Chicagoland CPA firm in hiring a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals.

The role offers direct partner interaction, a hybrid work model, and clear paths for professional growth. Ideal candidates bring 7–10+ years of nonprofit/tax experience, strong client advisory skills, and credentials such as CPA or equivalent.