BDO USA · 2 days ago
Tax Senior Manager, Nonprofit
United States
Full-time
Remote
Senior Level, Lead/Staff
$140K/yr - $190K/yr
8+ years expBDO USA is a leading accounting and advisory organization, and they are seeking a Tax Senior Manager for their Nonprofit sector. This role involves advising clients on tax implications, ensuring compliance, and managing client relationships while leading a team of tax professionals.
AccountingConsultingFinancial Services
Responsibilities
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM)
Conducts review of T/R’s and resolves all tax issues with client; involves specialists where appropriate
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Reviews Forms 990, 990-PF and 990-T workpapers and disclosure for audited financial statements
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Identifies complex issues to be researched as needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Involves firm specialists, as appropriate
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Develops and implements a work plan to include/organize the Specialized Tax Services (STS) assistance on ongoing projects from client
Serves as a technical resource to peers within the region
Manages written or phone inquiries from federal and state agencies with little or no assistance
Ensures client service teams comply with Firm policy; regarding Written Tax Advice (WTA)
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing nonprofit tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Supervises RISE Nonprofit Tax Associates, Senior Associates, and Managers on all projects
Reviews work prepared by Nonprofit Tax team, and provides review comments
Trains Nonprofit Tax team on how to use all current software tools
Acts as a Career Advisor to Nonprofit Tax Associates, Senior Associates, and Managers
Schedules and manages workload of Nonprofit Tax Associates, Senior Associates, and Managers
Provides verbal and written performance feedback to Nonprofit Tax Associates, Senior Associates, and Managers
Trains Nonprofit Tax Associates, Senior Associates, and Managers on research skills and helps to appropriately frame nonprofit tax issues for analysis
Frames projects and issues for effective delegation to Nonprofit Tax Associates and Senior Associates
Qualification
Required
Bachelor's degree in Accounting, Finance, Economics, or Statistics OR Bachelor's degree in any other focus area and a CPA certification
Eight (8) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience
Supervisory experience
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations)
Proficient with the Microsoft Office Suite
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Ability to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and the ability to act as the primary client contact for preparation and presentation of issues and resolutions to clients
Preferred
Master's degree in Accountancy or Taxation
Possession of other professional degrees or certifications applicable to role
Experience with tax research databases and tax compliance process software
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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