Tax Manager, Exempt Organizations jobs in United States
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Crowe · 1 day ago

Tax Manager, Exempt Organizations

Crowe is a leading public accounting, consulting, and technology firm in the United States, seeking a Manager in their Exempt Organizations Tax Services practice. The role involves leading client engagements, providing tailored tax solutions to tax-exempt clients, and mentoring junior team members while collaborating with various practice groups to enhance service delivery.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting
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Responsibilities

Manage the preparation and review of IRS Forms 990, 990-T, 990-PF, and state filings for exempt organizations
Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution substantiation
Interpret and apply tax law to unique nonprofit issues and stay current on developments impacting the exempt sector
Collaborate with other Crowe practice groups to provide integrated solutions to clients
Oversee all phases of the engagement process, including planning, execution, quality review, and billing
Ensure the delivery of high-quality, timely work within budget and scope expectations
Build and maintain strong client relationships, acting as the primary point of contact for assigned engagements
Supervise, coach, and mentor staff and senior associates; provide timely and constructive performance feedback
Identify and support training and development opportunities for team members
Contribute to business development through proposal writing, client presentations, and participation in thought leadership or speaking engagements
Assist in growing the EO practice by identifying opportunities to expand services to existing clients and support the acquisition of new clients
Develop internal best practices and tools to enhance group effectiveness and efficiency
Participate in Crowe’s national EO strategy development and implementation

Qualification

CPAJD licenseTax experienceForm 990 expertiseTax software proficiencyProject managementLeadership skillsCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting or related field
Active CPA or JD license required
5+ years tax experience in public or industry with exempt organization background
Strong understanding of Form 990, 990-T and 990-PF and related exempt organization tax issues
Demonstrated project management, organizational, and leadership skills
Excellent written and verbal communication skills
Ability to manage competing priorities and meet deadlines

Preferred

Proficiency with tax software such as CCH, 990 Tracker, or similar platform
Experience with Alteryx
Master's in Taxation or LL.M. in Tax is a plus

Benefits

Comprehensive total rewards package

Company

Crowe LLP is a public accounting, consulting, and technology firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-08-29Acquired

Leadership Team

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James L. Powers
CEO
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Joy Mikolajczak Duce
Managing Principal/Partner - Human Capital Consulting
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