PKF O'Connor Davies

Nonprofit Senior Tax Manager

Job Locations US-NY-New York
# of Openings
1
Category
Tax

Overview

PKF O’Connor Davies, LLP is looking for an experienced Nonprofit Senior Tax Manager to join their New York City office. The NFP tax group provides tax compliance and advisory services to Nonprofit Organizations, Private Foundations, Public Charities, Religious, Pension Trust/Benefit Plans and other charitable and tax-exempt organizations. Our compliance services include the preparation of 990, 990-T, 990-PF, and others.

 

The Senior Tax Manager will be responsible for overseeing all of the NYC office nonprofit engagements. Responsibilities include interacting closely with clients to provide innovative tax planning, consulting, and compliance expertise; providing primary and secondary review of complex tax returns; developing and managing staff; and working closely with leadership and staff on client management, practice development, and business development activities.

 

This position offers great opportunities for advancement, including partnership opportunities.

Essential Duties

  • Provide tax compliance and advisory services to Tax-Exempt organizations.
  • Manage a portfolio of clients of varying size and scope, acting as the point of contact.
  • Build and manage client relationships.
  • Manage teams of tax professionals working on client projects.
  • Manage risk and financial performance of engagements including billing, collections and budget for projects.
  • Advise clients and deliver high quality tax service and advice.
  • Assist Partner in Charge of group with all aspects; inclusive technical reviews, staff training/development/management, etc.
  • Research and write complex tax issues and matters.

Qualifications

  • Bachelor’s degree in Accounting. Masters in Taxation preferred.
  • CPA designation required.
  • 10+ years of progressive experience in public accounting.
  • Hands on experience with review and complex preparation of Forms 990, 990-PF, 990-T and state charitable registrations.
  • Knowledge of unrelated business tax, benefit and other tax-exemption/non-profit organization issues.
  • Experience with individual and corporate taxes a plus.
  • Possess effective technical knowledge related to work engagements.
    Excellent organization, problem solving, critical/analytical thinking, written and oral communication, and interpersonal skills.
  • Demonstrated understanding and proper application of rules, regulations and codes of conduct of relevant governing bodies (i.e. State Boards of Accountancy, IRS, AICPA, PICPA, etc).
  • Manage, develop, train, and mentor several staff and assess performance for engagement and year-end reviews.

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