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Non Profit Tax Manager at BERDON LLP
Job Description
About the job
Senior Nonprofit Tax Professional Opportunity
Berdon LLP has an opportunity in its Tax practice for a committed tax professional with strong skills and experience in nonprofit tax matters.
The individual will be responsible for working on tax compliance and consulting engagements primarily for Berdon's nonprofit clients. Strong business and/or high net worth client tax representation skills will be called upon as well. Responsibilities include interacting with clients to provide effective tax planning, consulting, and compliance expertise; working closely with partners and managers on client and business development activities; as well as mentoring and supervising staff.
Essential Functions:
• Detail and quality reviews of returns for operating tax-exempt organizations, including Forms 990 and 990-T.
• Detail and quality review of returns for private foundations (Form 990-PF).
• Detail and quality reviews of returns for high net worth and/or business clients.
• Research various tax issues affecting tax-exempt organizations by using the Internal Revenue Code, regulations, rulings, case law, and other relevant authorities/guidance.
• Prepare exemption applications and ruling requests.
• Train and supervise tax staff.
• Work with other professional service lines within the firm (eg, audit, valuation) to service clients tax and accounting needs.
• Participate in essential tax department functions including designing and implementing educational programs, identify and disseminate information concerning relevant tax law changes and developments, including to the firm's client base and/or media and professional publications.
Qualifications:
• An undergraduate or graduate degree in accounting or law
• CPA or JD required
• MS in Taxation and/or LLM preferred
• 10+ years' experience working in tax for a public accounting firm or comparable industry experience
• Strong project and people management skills
• Deep experience with non-profit tax compliance and planning matters, including research and writing,
• Excellent written and verbal communication skills
• Working knowledge of CCH Axcess and other compliance and planning software applications (eg, BNA Tax Planner)
Salary Range: $112,500 - $166,500 [Manager]
$150,000 - $235,000 [Senior Manager]
Senior Nonprofit Tax Professional Opportunity
Berdon LLP has an opportunity in its Tax practice for a committed tax professional with strong skills and experience in nonprofit tax matters.
The individual will be responsible for working on tax compliance and consulting engagements primarily for Berdon's nonprofit clients. Strong business and/or high net worth client tax representation skills will be called upon as well. Responsibilities include interacting with clients to provide effective tax planning, consulting, and compliance expertise; working closely with partners and managers on client and business development activities; as well as mentoring and supervising staff.
Essential Functions:
• Detail and quality reviews of returns for operating tax-exempt organizations, including Forms 990 and 990-T.
• Detail and quality review of returns for private foundations (Form 990-PF).
• Detail and quality reviews of returns for high net worth and/or business clients.
• Research various tax issues affecting tax-exempt organizations by using the Internal Revenue Code, regulations, rulings, case law, and other relevant authorities/guidance.
• Prepare exemption applications and ruling requests.
• Train and supervise tax staff.
• Work with other professional service lines within the firm (eg, audit, valuation) to service clients tax and accounting needs.
• Participate in essential tax department functions including designing and implementing educational programs, identify and disseminate information concerning relevant tax law changes and developments, including to the firm's client base and/or media and professional publications.
Qualifications:
• An undergraduate or graduate degree in accounting or law
• CPA or JD required
• MS in Taxation and/or LLM preferred
• 10+ years' experience working in tax for a public accounting firm or comparable industry experience
• Strong project and people management skills
• Deep experience with non-profit tax compliance and planning matters, including research and writing,
• Excellent written and verbal communication skills
• Working knowledge of CCH Axcess and other compliance and planning software applications (eg, BNA Tax Planner)
Salary Range: $112,500 - $166,500 [Manager]
$150,000 - $235,000 [Senior Manager]
Job Responsibilities
- The individual will be responsible for working on tax compliance and consulting engagements primarily for Berdon's nonprofit clients
- Strong business and/or high net worth client tax representation skills will be called upon as well
- Responsibilities include interacting with clients to provide effective tax planning, consulting, and compliance expertise; working closely with partners and managers on client and business development activities; as well as mentoring and supervising staff
- Detail and quality reviews of returns for operating tax-exempt organizations, including Forms 990 and 990-T
- Detail and quality review of returns for private foundations (Form 990-PF)
- Detail and quality reviews of returns for high net worth and/or business clients
- Research various tax issues affecting tax-exempt organizations by using the Internal Revenue Code, regulations, rulings, case law, and other relevant authorities/guidance
- Prepare exemption applications and ruling requests
- Train and supervise tax staff
- Work with other professional service lines within the firm (eg, audit, valuation) to service clients tax and accounting needs
- Participate in essential tax department functions including designing and implementing educational programs, identify and disseminate information concerning relevant tax law changes and developments, including to the firm's client base and/or media and professional publications
Requirements / Qualifications
-
An undergraduate or graduate degree in accounting or law
-
CPA or JD required
-
10+ years' experience working in tax for a public accounting firm or comparable industry experience
-
Strong project and people management skills
-
Deep experience with non-profit tax compliance and planning matters, including research and writing,
-
Excellent written and verbal communication skills
-
Working knowledge of CCH Axcess and other compliance and planning software applications (eg, BNA Tax Planner)
Benefits/What We offer
-
Salary Range: $112,500 - $166,500 [Manager]
-
$150,000 - $235,000 [Senior Manager]
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