Senior Manager, Tax

General information

Description & Requirements

• Providing tax compliance, tax provision, and tax advisory services to tax-exempt organizations with an emphasis on higher education institutions, associations, healthcare entities, social service organizations, and grant-making foundations including private foundations
• Helping in developing, building, and managing client relationships
• Assisting in managing, developing, and coaching professional tax staff
• Reviewing returns prepared by tax associates and seniors
• Effectively delegating responsibilities to others and monitoring efforts of engagement teams
• Successfully researching complex tax issues, applying findings to projects, and communicating those findings in writing
• Having frequent contact with client personnel at top levels and being able to consistently sell additional services to them
• Having a disciplined approach that is reasonably successful in attracting new clients and developing referral sources

• 7 years or more in public accounting or corporate tax department with a minimum of 5 years working in the Nonprofit area
• Bachelor's degree in Accounting, Finance, or a related field
• CPA license

• Master’s degree in Taxation or Law degree
• Partnership tax experience
• Experience managing multiple client engagements
• Excellent client relationship and time management skills
• Attention to detail without losing sight of the big picture
• Excellent supervisory and time management skills
• Ability to work efficiently under pressure and against client deadlines
• High-level analytical and reasoning skills