Tax Manager Nonprofit, Private Foundations, Trusts and Individuals

Warady & Davis LLP; Deerfield (IL); Hybrid; USD 95,000 - 131,000; Full time

Benefits offered by this job

Hybrid work options

Comprehensive benefits

Bonus program

Job summary

Warady & Davis LLP, a top CPA firm, seeks an experienced tax manager specializing in nonprofits, private foundations, trusts and individuals to join our team. Hybrid work options available, with significant growth and competitive benefits.

The role requires 7–10 years of nonprofit tax experience, CPA/EA/MST/JD etc. credentials preferred, and a proven ability to develop client relationships and lead in-house teams. Compensation reflects market range and performance bonuses.

Qualifications

• Bachelor’s degree in accounting or related field is required.
• 7–10 years of relevant experience in nonprofit/ foundation tax work.
• CPA, EA, MST, JD, LLM, CTFA or AEP credentials preferred.
• Strong client-management, presentation and advisory skills.
• Proven ability to identify unstated client needs and grow service lines.

Responsibilities

• Review and manage tax forms for nonprofits, foundations, trusts and individuals.
• Develop client relationships with current/prospective clients and professionals.
• Serve as a tax subject-matter expert on nonprofit and foundation matters.
• Mentor staff and improve workflows, processes and best practices.
• Present to groups and educate partners on capabilities and services.

Job description

Warady & Davis LLP, one of the top 25 CPA firms in the greater oChicagoland area, a top 200 firm nationally, and a Great Lakes Regional Leader (Source: Crain’s Chicago Business, AICPA G400 and Accounting Today), seeks an experienced tax manager specializing in nonprofits, private foundations, trusts and individuals to join our team.W&D is a recognized tax leader specializing in privately-held businesses and related business owners, family members, nonprofit organizations and individuals. Revenues range from start-ups to $750,000,000 annually. for more information on W&D’s tax practice and types of clients served. View our.

Warady & Davis LLP is dedicated to helping our clients & people succeed. We offer an outstanding career path, significant growth & income potential and excellent, comprehensive benefits.If you are looking for a challenging and rewarding professional environment where you will have opportunity for advancement through partner and your talent will be respected and developed, Warady & Davis LLP is THE RIGHT CHOICE©. You’ll interact regularly with clients and partners, and enjoy challenges that expand your knowledge. With us, you have the opportunity to gain knowledge and grow professionally at a fast rate. Hybrid work options (combination of remote and in-office) available.

Tax Manager duties include:

• ,,Review, complex preparation and/or management of tax forms/returns related to nonprofit organizations and foundations
• Developing and handling strong relationships with clients (both current and prospective), financial consultants, wealth advisors, lawyers, and firm colleagues
• Function as a specialist resource for addressing in-house nonprofit and private foundation tax questions and issues.
• Uncover unstated needs from the clients to offer additional services where relevant
• Present to large and small groups to share your expertise
• Educate internal partners on your skills and ability to support their clients to drive referrals
• Develop processes to improve workflow, productivity and best practices
• Research tax issues and filing requirements
• Mentor staff

Tax Manager Requirements:

• Bachelor’s degree, preferably in accounting
• 7-10 years of relevant experience, including preparation, review and management of IRS Forms 990, 990-PF, 1040, 1041, etc.
• At least one of the following credentials: CPA, EA, MST, JD, LLM, CTFA, AEP
• Previous experience working within the nonprofit or equivalent) department of a midsize CPA firm, law firm, trust company or family office is strongly preferred
• Extensive experience working on matters related to nonprofits, foundations and high-net-worth clients
• Shown experience in discovering unstated needs through diagnostic information gathering
• Excellent presentation skills and demonstrated success in a collaborative environment
• Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills
• Ability to demonstrate exceptional effectiveness as a trusted advisor
• Ability to build strong internal relationships

The bottom line is that at W&D, we know what’s important in life:

• Work that is satisfying & rewarding
• Excellent, competitive compensation & benefits
• Outstanding advancement opportunities through partner
• People who are open & supportive
• Surroundings that give you the freedom & opportunity to succeed
• A great team built on friendships
• The opportunity to have your opinions heard and respected by management
• A balance of hard work & fun. Year-round, we host parties & events that celebrate a sense of family & team spirit
• Leading paperless office & other technology to enhance your efficiency
• A professional development curriculum designed to continually build your technical & management skills
• Business casual attire
• Hybrid workplace and year-round flexible scheduling and summer Fridays

W&D has enjoyed impressive growth over the last 78 years and together with W&D Consulting LLC, we look forward to continued profitable expansion. As a member of the Warady & Davis team, you will have many advantages including: a comprehensive, hands-on training program, direct client and Partner contact, diverse work and industry exposure, and outstanding salary and benefits, to name a few. Most importantly, you will have the opportunity to become a key player in our firm – and our clients’ – success.

We are proud to be named a “100 Best Accounting Firms to Work for” nationally by Accounting Today, a “Best Place to Work for Millennials” in America by Best Companies and The Center for Generational Kinetics, and a “Best Place to Work in Illinois” by The Daily Herald. Together we create an exceptional, cohesive team of people who are passionate about what we do and are committed to our clients’ success and to each other.

Compensation and Benefits Disclosure

The estimated base salary range for this position is $95,000 –$130,500. This range represents a good faith estimate of what Warady & Davis reasonably expects to pay at the time of posting. Actual compensation may vary based on several factors, including, but not limited to, the candidate’s specific skills, certifications, years of experience, relevant education, market conditions, and required travel.

This position is also eligible to participate in the Warady & Davis annual bonus compensation program, reflecting our pay-for-performance philosophy. Inclusive of bonus opportunities, the total estimated compensation range for this role is $101,000 – $152,700.

In addition to compensation, employees are eligible to participate in Warady & Davis benefit programs, which include medical, dental, and vision coverage, as well as other wellness and employee assistance programs.

The salary range information is provided in accordance with applicable state and local salary transparency laws currently in effect and may be updated as new regulations are implemented.

Equal Opportunity Employer

Warady & Davis LLP is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.