Tax Manager - Not-for-Profit

NYC Office 245 Park Avenue 12th Floor New York, NY 10167, USA Harrison Office 500 Mamaroneck Ave Harrison, NY 10528, USA Stamford CT Office 3001 Summer Street 5th Floor Stamford, CT 06905, USA PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you! We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational institutions, healthcare organizations, religious organizations, and other nonprofit entities. The ideal candidate will possess strong technical expertise in exempt organization taxation, excellent client service skills, and experience supervising and mentoring staff. Key Responsibilities Review Forms 990, 990-EZ, 990-PF, 990-T, and related state filings Review unrelated business income tax (UBIT) calculations and filings Research and analyze complex tax issues affecting exempt organizations Provide advisory services including: Private foundation compliance; Excess benefit transactions; Intermediate sanctions; Public support testing and; State charitable registrations Supervise, train, and mentor tax staff, seniors, and supervisors Manage multiple client engagements simultaneously while meeting deadlines Serve as a primary day-to-day contact for nonprofit clients Coordinate with audit and advisory teams to provide integrated client service Assist with IRS correspondence and notice resolution Participate in practice development and client relationship building Qualifications Bachelor's degree in Accounting from an accredited college/university required 7+ years of progressive tax experience in public accounting, with a focus on not-for-profit taxation required Active CPA license or EA certification required Experience working with large exempt organizations Experience reviewing complex returns and supervising staff Working knowledge of tax laws and regulations impacting exempt organizations Strong interpersonal, verbal, and written communication skills Excellent analytical skills with strong attention to detail Ability to effectively manage workload and deadlines across multiple client engagements Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA); Knowledge of ProSystems FX preferred The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies Advisory, LLP (PKFOD) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr PKFOD