About the Role
This role involves managing complex tax compliance and advisory needs for nonprofit organizations, delivering strategic guidance, and ensuring adherence to federal, state, and local tax regulations.
Responsibilities
- Lead tax compliance engagements for nonprofit clients including preparation and review of Form 990 and related schedules
- Advise clients on tax implications related to nonprofit operations, governance, and transactions
- Ensure accurate reporting under IRS guidelines for tax-exempt entities
- Manage client relationships and serve as primary point of contact for tax matters
- Supervise and mentor junior staff on technical tax issues and engagement execution
- Identify opportunities for tax savings and risk mitigation in nonprofit structures
- Prepare and review federal and state tax returns for a variety of nonprofit entities
- Stay current on changes in tax laws affecting the nonprofit sector
- Collaborate with other service lines to provide integrated solutions
- Conduct tax research and document findings for complex nonprofit tax issues
- Support business development through client presentations and proposals
- Maintain quality control standards on all tax deliverables
- Coordinate with auditors and other advisors on tax-related matters
- Assist with tax planning for nonprofit subsidiaries and related entities
- Provide guidance on unrelated business income tax (UBIT) compliance
- Oversee tax accounting methods and elections for exempt organizations
- Review executive compensation for tax compliance
- Evaluate tax implications of international activities by nonprofits
- Assist with IRS examinations and responses to notices
- Develop and deliver educational content for clients on tax topics
- Ensure adherence to ethical and professional standards in tax practice
- Participate in internal training programs for tax staff
- Contribute to process improvements in tax service delivery
- Support firm initiatives related to nonprofit market growth
- Maintain strong documentation practices for tax positions
Compensation
Competitive salary and comprehensive benefits package
Work Arrangement
Hybrid work model with flexibility based on role and location
Team
Part of the Tax Services practice with focus on nonprofit clients
Why This Role Matters
Nonprofit organizations face unique tax challenges due to their exempt status and regulatory scrutiny. This role ensures clients remain compliant while optimizing their financial strategies. The director serves as a trusted advisor, helping mission-driven organizations focus on their goals without tax-related distractions.
Growth Opportunities
The position offers a clear path to leadership within the tax practice. High performers may take on expanded client portfolios, lead training initiatives, or contribute to firm-wide nonprofit strategy. Continuous learning and specialization are encouraged and supported.
Client Base
Serve a diverse range of nonprofit entities including charities, educational institutions, foundations, and healthcare organizations. Clients vary in size and complexity, providing dynamic and intellectually challenging work.
May offer sponsorship for qualified candidates based on business needs
