Nonprofit Tax Manager

About this role

Responsibilities

• Client Relationship Management: Act as the primary point of contact for clients during the filing season, strengthen relationships with client leadership, and ensure accurate narrative sections of the 990 are presented.
• 990 Preparation and Filings: Manage the full lifecycle of IRS Form 990, 990-EZ, and 990-N filings, collaborate with clients to obtain necessary information, and ensure compliance with IRS and state requirements.
• Other Filings: Support other nonprofit-related compliance filings, lead dissolution compliance filings, and provide letters to federal and state agencies regarding fines and penalties.
• Regulatory Expertise: Maintain a deep understanding of IRS Form 990 instructions and changing tax laws affecting exempt organizations, and monitor red flag areas like unrelated business income (UBI) and lobbying activities.
• Tax and Compliance Resource: Provide expertise to all SSC clients, respond to queries, and research state filing requirements to develop internal templates and workflows.