Tax Manager: Nonprofit & Private Wealth (Hybrid)

Workforce Recruiter; Northbrook (IL); Híbrido; USD 120.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Regular firm-wide events

Descripción de la vacante

Chicagoland CPA Firm seeks a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. You will lead complex tax compliance and advisory projects, supervise staff, and collaborate with Partners on client engagements in a hybrid Chicago-area setting.

Ideal candidates have 7–10+ years of tax experience, CPA or equivalent, and strong client relationships.

Formación

• 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 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 competing deadlines.

Responsabilidades

• 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 professional advisors.
• Collaborate with attorneys, financial planners, wealth advisors, and other professional service providers.
• Serve as a trusted advisor by identifying client needs and recommending appropriate tax and advisory solutions.
• Work directly with firm Partners on client engagements and strategic initiatives.
• Participate in client presentations, educational programs, and business development activities.

Conocimientos

Client relationship management

Communication

Analytical thinking

Organizational skills

Leadership

Educación

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

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

Herramientas

Forms 990, 990-PF, 1040, 1041

Nonprofit tax knowledge

Descripción del empleo

Chicagoland CPA Firm seeks a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. You will lead complex tax compliance and advisory projects, supervise staff, and collaborate with Partners on client engagements in a hybrid Chicago-area setting.

Ideal candidates have 7–10+ years of tax experience, CPA or equivalent, and strong client relationships.