Tax Manager: Nonprofit & Private Foundations (Hybrid)

Client Growth Resources, 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

Client Growth Resources, Inc. in the Greater Chicagoland area seeks a Tax Manager specializing in nonprofit organizations, private foundations, trusts, and high-net-worth individuals. You will lead complex tax compliance and advisory work and mentor staff within a growth-oriented firm.

Hybrid work arrangement and direct Partner interaction support career growth, client service leadership, and opportunities across nonprofit tax matters in a collaborative culture.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7–10+ years of relevant tax experience including complex returns.
• Experience with Forms 990, 990-PF, 1040, 1041.
• Strong nonprofit, private foundation, fiduciary, and individual taxation knowledge.
• Experience with nonprofits, foundations, trusts, estates, and high-net-worth clients.
• One or more professional credentials 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 orgs, private foundations, trusts, estates, and individuals.
• Oversee preparation and review of IRS 990, 990-PF, 1040, 1041.
• Provide technical guidance on nonprofit taxation and high-net-worth matters.
• Research complex tax issues, filing requirements, and regulatory developments.
• Identify tax planning opportunities and provide proactive recommendations.
• Serve as an internal technical resource for nonprofit tax matters.
• Develop and maintain relationships with nonprofits, foundations, high-net-worth individuals, and advisors.
• Collaborate with attorneys, wealth planners, and other service providers.
• Serve as trusted advisor by identifying client needs and solutions.
• Work with Partners on client engagements and strategic initiatives.
• Participate in client presentations, educational programs, and business development.

Skills

Nonprofit tax expertise

Client relationship management

Communication skills

Analytical skills

Advisory capabilities

Mentoring & leadership

Education

Bachelor's degree in Accounting/Finance

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

Job description

Client Growth Resources, Inc. in the Greater Chicagoland area seeks a Tax Manager specializing in nonprofit organizations, private foundations, trusts, and high-net-worth individuals. You will lead complex tax compliance and advisory work and mentor staff within a growth-oriented firm.

Hybrid work arrangement and direct Partner interaction support career growth, client service leadership, and opportunities across nonprofit tax matters in a collaborative culture.