Tax Manager - Exempt Organizations
$95,400–$180,400 year
On-siteChicago, Illinois, United States
Job Summary
Provide tax compliance and advisory services to complex tax-exempt organizations, including hospitals and health systems. Prepare and review tax returns for exempt organizations and their taxable affiliates, manage IRS audit defense strategies, and implement tax strategies aligned with client business objectives. Build and manage a portfolio of client relationships while acting as the primary point of contact for internal and external clients. Lead teams of tax professionals and assistants, managing risk and financial performance of engagements including billings, collections, and project budgets. Participate in market and business activities external to the firm. This role is exempt and offers a competitive compensation range of $95,400 - $180,400 with a discretionary bonus.
Required Qualifications
- 5+ years of experience in public accounting
- CPA license in one's principal place of business/home state
- licensed J.D.
- Enrolled Agent
- Experience providing tax compliance and/or advisory services to complex tax-exempt organizations, including hospitals and health systems
- Experience managing team members and engagements
Desired Qualifications
- Direct experience serving large, complex exempt organizations, including nonprofit hospitals, integrated health systems, academic medical centers, and multi-entity structures
- Strong technical knowledge of IRC Sections 501(c)(3), 511–514 (unrelated business income), 4958 (intermediate sanctions), and 509(a)
- Experience working with organizations that maintain complex investment portfolios, including private equity, hedge funds, alternative investments, and related K-1 / K-3 reporting considerations
- In-depth experience with Schedule H (hospitals), Schedule K, and other complex Form 990 reporting requirements
- Strong project management skills, including the ability to coordinate across service lines and geographies to deliver integrated client solutions
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