Tax Manager - Nonprofit & Private Wealth (Hybrid, Path to Partner)

Genie Matthews and Associates; Northbrook (IL); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Award-Winning Culture

Path to Partner

Remote 75% model

Summer Fridays Off

37-hour weeks

Work-Life Balance

Modern Paperless Office

Professional Development

Business Casual Dress

Firm-wide events

Job summary

Genie Matthews and Associates is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals in the Greater Chicagoland area. This role blends advanced technical tax work with client advisory responsibilities and leadership opportunities.

The ideal candidate will have 7–10+ years of nonprofit/tax experience, strong Form 990/990-PF knowledge, and a track record of mentoring staff.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required.
• 7–10+ years of relevant tax experience, including complex returns.
• Strong knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• CPA, EA, MST, JD, LLM, CTFA, or AEP credentials preferred.

Responsibilities

• Manage and review complex federal and state tax returns for nonprofit organizations, private foundations, trusts, estates, and individuals.
• Provide technical guidance on nonprofit taxation and high-net-worth matters.
• Supervise and mentor tax associates and senior accountants.

Skills

Tax compliance

Nonprofit tax

990/990-PF filings

Fiduciary tax

Client relationships

Tax planning

Leadership

Mentoring

Research

Communication

Education

Bachelor’s in Accounting

CPA or equivalent (EA/MST/JD/LLM/CTFA/AEP)

Tools

Tax software

ERP systems

Job description

Genie Matthews and Associates is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals in the Greater Chicagoland area. This role blends advanced technical tax work with client advisory responsibilities and leadership opportunities.

The ideal candidate will have 7–10+ years of nonprofit/tax experience, strong Form 990/990-PF knowledge, and a track record of mentoring staff.