Tax Manager - Exempt Organizations
Core
Provide tax compliance and advisory services to complex tax-exempt organizations, including hospitals and health systems.
Role type
Senior IC tax manager (exempt organizations)
Builds
Tax returns (990s, 1120s, 1065s), audit defense strategies, and client tax planning solutions
Domain
Taxation (Exempt Organizations/Nonprofits)
Deliverable
client delivery
Required skills
Tax compliance, tax advisory, team management, engagement risk management, Form 990 reporting, IRC Sections 501(c)(3)/511-514/4958/509(a), Schedule H/K
Preferred skills
Large complex exempt org experience, complex investment portfolio management, cross-service line coordination
Technologies
Form 990, Schedule H, Schedule K, IRC Sections 501(c)(3), 511-514, 4958, 509(a)
Responsibilities
Manage teams of tax professionals and assistants; build and manage client portfolios; manage risk and financial performance of engagements; participate in market and business activities
Seniority
Manager, hands-on IC