Tax Manager - Exempt Organizations
Core
Provide tax compliance and advisory services to complex tax-exempt organizations, including hospitals and health systems, focusing on protecting exempt status and implementing tax strategies.
Role type
Senior IC tax manager (exempt organizations)
Builds
Tax returns (990s, 1120s, 1065s), audit defense strategies, and client engagement solutions
Domain
Public accounting / Tax law (IRC Sections 501(c)(3), 511–514, 4958)
Deliverable
client delivery
Required skills
Tax compliance and advisory for exempt orgs, team management, engagement risk management, financial performance management, market/business development
Preferred skills
Experience with large complex exempt orgs (nonprofit hospitals, academic medical centers), IRC Sections 501(c)(3)/511–514/4958 expertise, complex investment portfolio reporting, Schedule H/K expertise, cross-service line project coordination
Technologies
Form 990, Form 1120, Form 1065, Schedule H, Schedule K
Responsibilities
Manage teams of tax professionals and assistants, build and manage client portfolios, manage engagement budgets and collections, participate in external market activities
Seniority
Manager, hands-on IC with team leadership