Tax Manager - Not-for-Profit Tax & Advisory

MBE CPAs; Baraboo (WI); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible work options

Relocation package

Medical, dental, vision

FSA/HSA plans

Paid time off

401k match

Tuition reimbursement

Supplemental insurance

BD bonuses

Career growth

Job summary

MBE CPAs is seeking a Not-for-Profit Tax Manager to lead client relationships within our nonprofit tax practice, ensuring timely compliance and strategic advisory services. You will oversee Form 990 filings, advise on exemption matters, and support governance discussions across multiple clients.

Join a firm with strong growth in Wisconsin and beyond, offering flexible work options, a robust benefits package, and opportunities for advancement within the MBE Affiliate Group.

Qualifications

• 5+ years in a similar role within a public accounting firm.
• Experience serving nonprofit and tax-exempt organizations.
• Experience preparing and reviewing Form 990s.
• CPA certification highly desired or ability to attain.

Responsibilities

• Manage client relationships while ensuring tax compliance and advisory services for nonprofit organizations.
• Prepare and review Form 990 filings and related compliance documents.
• Advise nonprofit organizations on tax-exempt compliance requirements and best practices.
• Assist organizations with maintaining and preserving tax-exempt status and governance matters.

Skills

Nonprofit tax experience

Client relationship management

Tax advisory

Form 990 knowledge

Attention to detail

Education

Bachelor's Degree in Accounting

CPA certification

Job description

What's the role?

Not-for-Profit Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring tax compliance and advisory services are delivered to nonprofit organizations within expected timelines. This includes:

• Preparing and reviewing Form 990 filings and related compliance documents.
• Advising nonprofit organizations on tax-exempt compliance requirements and best practices.
• Assisting organizations with maintaining and preserving tax-exempt status.
• Consulting on governance, compliance, and strategic tax-related matters affecting nonprofit entities.
• Building new and strengthening existing client relationships while demonstrating knowledge of nonprofit operations and regulations.
• Communicating and meeting with clients as requested; providing recommendations to assist clients with financial and tax needs.

What experience and skills do I need to be successful?

• 5+ years in a similar role within a public accounting firm.
• Bachelor's Degree in Accounting highly desired or equivalent work experience.
• Experience serving nonprofit and tax-exempt organizations.
• Experience preparing and reviewing Form 990s.
• CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• Onsite, hybrid, or remote work arrangements. Remote work allowed.
• Relocation packages including ability to work remotely during transition to area.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.