Tax Director | Non-profit

#LI-CL1 #LI-Hybrid

Essential Functions and Primary Duties

• Lead tax compliance and consulting engagements for a diverse portfolio of nonprofit and educational organizations, including public charities, private foundations, educational and health & human services organizations
• Review and oversee preparation of complex nonprofit tax filings, including Forms 990, 990-1, 990-PF, state charitable registrations and related informational returns.
• Serve as a trusted advisor to nonprofit clients on tax-exempt compliance matters, including UBIT, executive compensation, intermediate sanctions, charitable contribution rules and private foundation regulations 
• Partner with audit, advisory and consulting teams to deliver integrated solutions and identify opportunities to expand client relationships across broader firm service lines.
• Help lead & grow the Exempt Organizations tax practice
• Work with other nonprofit tax professionals in the firm to further Industry goals
• Present tax filings, key tax matters, and compliance considerations to Audit Committees, provide technical guidance on nonprofit tax matters, including exempt status maintenance, structuring considerations, unrelated business activities, and emerging regulatory developments.
• Develop and mentor tax professionals, fostering technical excellence, accountability, and strong client service within the nonprofit tax practice.
• Build and maintain strong client relationships with CEOs, CFOs, controllers, audit committees, and board leadership in the nonprofit sector.
• Stay current on federal, state, and local tax developments impacting exempt organizations and proactively communicate practical implications to clients and internal teams
• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• Responsible for managing staff
• Act as an internal advisor on technical matters as a Subject Matter Expert
• Drive a team environment; demonstrate support of management decisions and builds a positive culture

Preferred Qualifications

• Master's degree preferred in Accounting, Taxation or related field preferred

Minimum Qualifications 

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs