Tax Manager - Nonprofits & HNW (Hybrid, Path to Partner)

KingRecruitingServices; Northbrook (IL); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Award-Winning Culture

Path to Partner

75% Remote Work

Summer Fridays Off

37-hour Weeks

Work-Life Balance

Modern, Paperless Office

Professional Development

Business Casual

Job summary

KingRecruitingServices is assisting a highly regarded CPA firm in Greater Chicagoland in its search for a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. This role offers direct Partner interaction, a hybrid work environment, and significant growth opportunities.

The ideal candidate has 7–10+ years of tax experience, strong technical knowledge of nonprofit taxation, and a proven history advising nonprofit clients,

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.
• 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.

Responsibilities

• Tax Compliance & Advisory: 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.

Skills

Client relationship management

Communication

Presentation

Analytical

Organizational skills

Education

Bachelor's degree in Accounting or Finance

CPA/EA/MST/JD/LLM/CTFA/AEP

Job description

KingRecruitingServices is assisting a highly regarded CPA firm in Greater Chicagoland in its search for a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. This role offers direct Partner interaction, a hybrid work environment, and significant growth opportunities.

The ideal candidate has 7–10+ years of tax experience, strong technical knowledge of nonprofit taxation, and a proven history advising nonprofit clients,