Tax Senior Manager-Private Foundations jobs in United States
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Clark Nuber PS · 2 months ago

Tax Senior Manager-Private Foundations

Clark Nuber is seeking a Tax Senior Manager to lead engagements for private foundations and high-net-worth individuals committed to charitable giving. The role involves managing client engagements, providing technical expertise, conducting tax research, and supporting practice development efforts.

Accounting
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Growth Opportunities

Responsibilities

Manage client engagements by ensuring proper planning and execution in accordance with professional and firm standards for quality and efficiency. Communicate with clients to determine timelines, schedule staff, oversee and supervise staff performance during engagement, review staff work, provide technical assistance when required. Perform thorough technical review of tax returns and work papers at a level which prevents issues from being missed. Approve to process tax returns and consulting work. Ensure engagement deliverables are produced and delivered to client within agreed upon time frame and in accordance with applicable professional and firm quality assurance standards
Serve as a technical resource for managers, seniors and associates, as well as clients, in area of specialization and expertise; identify new technical issues in specialty area and take initiative to communicate with others on staff to increase awareness and understanding of the issue(s)
Conduct sophisticated tax research, consulting and analysis to plan transactions and to resolve compliance issues
Provide consulting services to clients in area of specialization to provide business advice related to tax planning and compliance and related areas. Assist clients with all aspects of IRS examinations, appeals and other practices which include researching and analyzing tax issues, and writing technical tax memoranda
Participate in activities which support practice development and firm growth strategies and goals. Assist shareholders in preparation and presentation of new client proposals, identify and propose new work for existing clients and engage in professional activities such as writing and publishing articles, preparing and delivering speeches, teaching courses or attending professional events
Lead on-going administrative duties/initiatives for the Tax department as assigned. Develop and present in-house educational courses for staff that support organizational needs and provide on-going professional education. Attend CPE courses for required professional development. Provide input to assigned staff performance feedback upon completion of engagements. Participate in a variety of department and organizational initiatives such as annual recruiting activities, or ad hoc task forces as assigned
Engage in on-going communication throughout the year with clients to ensure relationship with them is maintained and enhanced
Perform other duties as assigned by shareholders to support the needs of the organization

Qualification

Tax planningCompliance expertiseIRS examinationsCPA licenseClient communicationTechnical researchProject managementTeam leadership

Required

Bachelor's degree in accounting or finance or related field or a combination of education and directly related work experience
CPA license or equivalent
8+ years' progressively more responsible assignments in public accounting where a broad expertise in taxation and compliance can be demonstrated
Demonstrated successful experience as a supervisor
Must pass a credit check at any time to remain eligible for this position

Benefits

Comprehensive Insurance Coverage
Time Off & Flexibility
Professional Growth
Financial Wellness

Company

Clark Nuber PS

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Clark Nuber is an award-winning Certified Public Accounting firm located in the Seattle Metro Area.

Funding

Current Stage
Growth Stage

Leadership Team

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Tom Sulewski
President and CEO
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Jason Chong
Chief Information Officer
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Company data provided by crunchbase