Nonprofit Tax Manager

Nonprofit Tax Manager

Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance reporting. Shining Star provides outsourced accounting services for 90+ nonprofit organizations. This is a part-time, fully remote position with flexible hours, reporting to our Director of Compliance. Compensation $55–$70/hour (SF Bay Area rate). Geographic adjustments apply for candidates outside the Bay Area.

Primary Duties:

1. Client Relationship Management

• Act as the primary point of contact for clients during the filing season.
• Strengthen relationships with client leadership to position SSC as a trusted, long-term partner.
• Maintain a high level of engagement during the tax preparation process.
• Proactively identify client needs and collaborate to develop effective solutions to completing their filings.
• Guide nonprofit boards and executive directors through the narrative sections of the 990 to ensure their "mission story" is told accurately.
• Deliver high-quality 990 and related preparation and filing services to clients.
• Resolve client issues and concerns in a timely and effective manner through constant communications.

2. 990 Preparation and Filings

• Work with the Director of Compliance to set up the client engagement, including preparation of the engagement letter, schedule, information requests, and fees.
• Manage the full lifecycle of IRS Form 990, 990-EZ, and 990-N filings and related State filings.
• Collaborate with the client to obtain the information to timely file the Federal and State forms.
• Review client financial statements (Balance Sheet, Income Statement, etc.) to accurately transpose data into tax software.
• Prepare complex schedules, including Schedules A, B, D and O, and other schedules as needed, and ensure all disclosures meet IRS requirements.
• Ensure the filing of the regulatory compliance forms meeting the schedule or deadlines.
• Send our services invoice to the client and follow up on collections.

3. Other Filings

• Support other nonprofit related compliance filings (e.g., 1023, 990-PF, 990-T, RRF-1, CA199 etc.)
• Lead nonprofit dissolution compliance filings
• Annual 1099 filings in January and beyond
• Provide letters to Federal and State agencies regarding client fines and penalties, and other similar matters.

4. Regulatory Expertise

• Maintain a deep, current understanding of IRS Form 990 instructions and changing tax laws affecting exempt organizations.
• Monitor "red flag" areas such as unrelated business income (UBI), excess benefit transactions, and lobbying activities.

5. Tax and Compliance Resource

• Provide nonprofit tax and compliance subject matter expertise to all of SSC
• Respond to client queries regarding nonprofit regulatory compliance filings
• Research specific state filing requirements
• Help develop internal templates and workflows to improve filing efficiency

General responsibilities as a Shining Star employee will include:

• Represent Shining Star: Lead by example of upholding our company values, meeting goals and contributing to our mission.
• Participate, lead and learn: Lead and engage in individual and team training and meetings.
• Communicate effectively: Respond to company communications promptly.

Qualifications

Required Qualifications

• 5+ years of tax compliance experience in Tax and Compliance, some of which must be in nonprofit returns.
• Strong communication and organization skills.
• Ability to manage multiple priorities and deadlines in a dynamic environment involving many clients.
• EA, or working towards certification
• Proficiency in tax software and systems including MS Word and Excel

Preferred Qualifications

• Nonprofit tax and accounting experience.
• Degree in a relevant field (e.g., business administration, public administration, nonprofit management).
• CPA or working towards certification, not required but helpful.
• Proven track record of complete and timely compliance filings.

Necessary Skills

• A passion for nonprofit work and a commitment to social impact.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication and interpersonal skills with a focus on building relationships. with clients and engaging the Tax and Compliance Team and across all of SSC.

Shining Star Benefits & Compensation

• Competitive pay rate of $55-$70 per hour, depending on experience and home location. Geographic adjustments apply for candidates outside the Bay Area.
• Medical, Dental, and Vision insurance for full-time employees and some part-time employees.
• Short-term disability, Long-term disability, and Life insurance for full-time employees only.
• All employees have access to SIMPLE IRA retirement savings plan with employer contribution.
• PTO at a competitive accrual rate.

Working at Shining Star:

The goal of Shining Star Consulting (SSC) is to provide accounting and finance area support to nonprofit organizations in order to help them successfully carry out their missions. We offer a range of services including financial leadership, clarity, efficiency, and knowledge of finances, ongoing accounting support as well as Grants Management and 990 Filing services. Over time, we will work with the client organization to get their accounting records up to date and ensure the financial information is reliable and timely, and we help implement systems and processes to make the accounting more efficient and effective.

The Shining Star Way - Why Our Employees Love Us!

• High level of FLEXIBILITY! Our employees love the level of flexibility they are given with their work schedule and structure.
• High level of AUTONOMY! Our employees love the opportunities we provide for them to grow and improve their skills with a perfect balance of support and autonomy.
• Making an IMPACT! As a firm that works exclusively with nonprofits, you will be supporting organizations as they work to positively impact their communities.

Equal Employment Opportunity

Our organization is committed to equal opportunity and non-discrimination in all of our employment practices. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions at our organization are based on business needs, job requirements, and individual qualifications, without regard to any protected status.