Tax Manager - Not-for-Profit Tax & Advisory

Job Description

Job Description

What's the role?

Not-for-Profit Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring tax compliance and advisory services are delivered to nonprofit organizations within expected timelines. This includes:

• Preparing and reviewing Form 990 filings and related compliance documents.
• Advising nonprofit organizations on tax-exempt compliance requirements and best practices.
• Assisting organizations with maintaining and preserving tax-exempt status.
• Consulting on governance, compliance, and strategic tax-related matters affecting nonprofit entities.
• Building new and strengthening existing client relationships while demonstrating knowledge of nonprofit operations and regulations.
• Communicating and meeting with clients as requested; providing recommendations to assist clients with financial and tax needs.

What experience and skills do I need to be successful?

• 5+ years in a similar role within a public accounting firm.
• Bachelor's Degree in Accounting highly desired or equivalent work experience.

• Experience serving nonprofit and tax-exempt organizations.

• Experience preparing and reviewing Form 990s.
• CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• Onsite, hybrid, or remote work arrangements. Remote work allowed.
• Relocation packages including ability to work remotely during transition to area.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

So how can I be considered for these opportunities?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.

What else are you hiring for?

See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.