Job Description

Local CPA  Firm’s Nonprofit & Private Foundations Industry Practice is looking for an experienced Nonprofit Tax Manager/Senior Manager to manage the firms exempt organizations group.  The NFP tax group provides tax compliance and advisory services to Nonprofit Organizations, Private Foundation, Public Charities, Religious, Research, Trade Association, Pension Trust/Benefit Plans and other charitable and tax-exempt organizations. Our compliance services include the preparation of 990, 990-T, 990-PF, State of California Form 199, 109 and State of California Attorney General Form RRF-1, and various other States’ returns.

Responsibilities:

– Provide tax compliance and advisory services to Health, Research, and other Not-For-Profit organizations
– Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
– Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
– Build and manage client relationships
– Manage teams of tax professionals and assistants working on client projects
– Manage risk and financial performance of engagements including billing, collections and the budget for projects
– Advise clients and be responsible for delivering high quality tax service and advice
– Participate in and contribute to market and business activities external to the firm

Qualifications:

– Five years of Exempt Organization tax experience in an accounting firm, organization and/or law firm
– Bachelor’s degree, J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university
– Licensed CPA or attorney
– Strong knowledge of FAS 109
– Excellent advisory and compliance skills
– Experience managing multiple client engagements and client service teams
– Excellent verbal and written communications skills with the ability to articulate complex information