Tax Manager - Not-for-Profit

PKF O'Connor Davies; New York (NY); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan

Generous Paid Time Off (PTO)

Job summary

A leading accounting and advisory firm located in New York is seeking an experienced Tax Manager for their Not-for-Profit practice. This position involves providing tax compliance and consulting services to various tax-exempt organizations. The ideal candidate will possess over 7 years of public accounting experience, client service skills, and the ability to supervise staff effectively. Compensation ranges from $100,000 to $135,000 annually, along with comprehensive benefits, including medical, dental, and generous paid time off.

Qualifications

• 7+ years of progressive tax experience in public accounting focused on not-for-profit taxation.
• Active CPA license or EA certification required.
• Experience working with large exempt organizations.

Responsibilities

• Review Forms 990 and related state filings.
• Research and analyze complex tax issues affecting exempt organizations.
• Supervise, train, and mentor tax staff.

Skills

Tax compliance

Client service skills

Mentoring staff

Analytical skills

Communication skills

Education

Bachelor's degree in Accounting

MST

Tools

MS Office Suite

Tax research platforms

ProSystems FX

Job description

Overview

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations navigate complex challenges with confidence. Our culture emphasizes mentorship, professional development, continuous learning, work–life balance, and collaboration.

Role

We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational institutions, healthcare organizations, religious organizations, and other nonprofit entities. The ideal candidate will possess strong technical expertise in exempt organization taxation, excellent client service skills, and experience supervising and mentoring staff.

Key Responsibilities

• Review Forms 990, 990-EZ, 990-PF, 990-T, and related state filings
• Review unrelated business income tax (UBIT) calculations and filings
• Research and analyze complex tax issues affecting exempt organizations
• Provide advisory services including: Private foundation compliance; Excess benefit transactions; Intermediate sanctions; Public support testing; State charitable registrations
• Supervise, train, and mentor tax staff, seniors, and supervisors
• Manage multiple client engagements simultaneously while meeting deadlines
• Serve as a primary day-to-day contact for nonprofit clients
• Coordinate with audit and advisory teams to provide integrated client service
• Assist with IRS correspondence and notice resolution
• Participate in practice development and client relationship building

Qualifications

• Bachelor\'s degree in Accounting from an accredited college/university required
• MST a plus
• 7+ years of progressive tax experience in public accounting, with a focus on not-for-profit taxation required
• Active CPA license or EA certification required
• Experience working with large exempt organizations
• Experience reviewing complex returns and supervising staff
• Working knowledge of tax laws and regulations impacting exempt organizations
• Strong interpersonal, verbal, and written communication skills
• Excellent analytical skills with strong attention to detail
• Ability to effectively manage workload and deadlines across multiple client engagements
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA); Knowledge of ProSystems FX preferred

Compensation & Benefits

The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus
• Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.