Managing Director - Exempt Organizations and Philanthropy - Washington National Tax
Core
Lead and manage client relationships for complex exempt organization tax matters, driving growth and profitability through new revenue generation and cross-selling.
Role type
Managing Director, Exempt Organizations and Philanthropy Tax Practice
Builds
High-value tax advisory services for public charities, private foundations, and other exempt entities
Domain
US Federal Tax Law, Exempt Organizations, Philanthropy
Deliverable
client delivery
Required skills
Exempt organization tax advisory, unrelated business income tax, Form 990-series reporting, international tax activities, governance considerations, legislative/regulatory analysis, IRS representation, private letter rulings, mergers and restructuring, thought leadership content creation
Preferred skills
Compensation tax advisory, tax-exempt investor issues, LLM in Taxation or Masters in Taxation
Technologies
None stated
Responsibilities
Lead and manage client relationships for complex engagements, Drive growth and profitability through new revenue generation, Serve as a national technical resource for exempt entities, Represent tax-exempt organizations before the IRS, Draft thought leadership alerts and articles, Assist with formation and restructuring of exempt organizations
Seniority
Managing Director, Senior IC with business development mandate