Tax Manager - Nonprofit & Private Wealth (Hybrid)

Top Echelon Software, LLC; Northbrook (IL); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Award-Winning Culture

Path to Partner

75% Remote Work Model

Summer Fridays Off

37-hour workweeks

Job summary

Top Echelon Software, LLC seeks a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals to join its growing tax practice in the greater Chicagoland area.

This role offers direct Partner interaction, a hybrid work environment, significant professional growth, and a potential path to Partner within a collaborative, people-first firm.

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.
• Experience with IRS 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 relevant 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 federal and state 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 and related regulations.
• Research complex tax issues and regulatory developments.
• Identify tax planning opportunities and proactive recommendations.
• Serve as internal technical resource for nonprofit tax matters.
• Develop and maintain client relationships with nonprofit organizations and high-net-worth clients.
• Collaborate with attorneys and wealth advisors.
• Participate in client engagements with firm Partners.
• Support growth of nonprofit/private client tax practice.

Skills

Nonprofit tax

Private foundation taxation

Fiduciary taxation

High-net-worth taxation

Client relationship management

Advisory capabilities

Communication skills

Organizational skills

Project management

Education

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

7–10+ years of relevant tax experience

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

Job description

Top Echelon Software, LLC seeks a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals to join its growing tax practice in the greater Chicagoland area.

This role offers direct Partner interaction, a hybrid work environment, significant professional growth, and a potential path to Partner within a collaborative, people-first firm.