Tax Manager — Nonprofit & Private Foundations (Hybrid + Path to Partner)

Job Juncture; 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

37-hour workweeks

Work-Life Balance

Modern, Paperless Office

Professional Development Curriculum

Business Casual Dress Code

Firm-wide events

Job summary

Job Juncture is assisting a respected CPA firm in the Chicagoland area in finding a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. This role requires strong technical tax expertise and excellent client advisory skills.

You will lead tax compliance and advisory work, mentor staff, and collaborate with attorneys and wealth professionals in a hybrid work environment with opportunities for partnership and growth.

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 returns.
• Experience with Forms 990, 990-PF, 1040, and 1041.
• Strong knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• Experience working with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.
• Professional credentials such as CPA, EA, MST, JD, LLM, CTFA, or AEP.

Responsibilities

• Tax Compliance & Advisory: Manage complex federal/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 guidance on nonprofit taxation, private foundation regulations, fiduciary taxation, and high-net-worth matters.

Skills

Technical tax expertise

Client relationship management

Leadership

Mentoring

Communication skills

Education

Bachelor's degree in Accounting/Finance or related field

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

Job description

Job Juncture is assisting a respected CPA firm in the Chicagoland area in finding a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. This role requires strong technical tax expertise and excellent client advisory skills.

You will lead tax compliance and advisory work, mentor staff, and collaborate with attorneys and wealth professionals in a hybrid work environment with opportunities for partnership and growth.