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, Tax Advisory (Exempt Organizations)
Builds
High-value tax advice and integrated client service for public charities, private foundations, and other exempt entities.
Domain
Tax Law / Non-Profit Sector
Deliverable
client delivery
Required skills
Exempt organization tax advisory, client relationship management, revenue generation, complex tax concept communication, project management, IRS representation, legislative/regulatory analysis, thought leadership content creation
Preferred skills
Compensation advisory, tax-exempt investor issues, LLM in Taxation or Masters in Taxation
Technologies
Form 990-series reporting, private letter ruling requests, determination letters
Responsibilities
Lead and manage client relationships for complex engagements; Drive growth and profitability through new revenue generation; Communicate complex tax concepts clearly; Serve as a national technical resource; Provide technical guidance on operational and transactional matters; Analyze legislative and regulatory developments; Represent tax-exempt organizations before the IRS; Draft thought leadership content; Provide internal knowledge sharing and training
Seniority
Senior, hands-on IC with leadership responsibilities