GR8 Global
Website:
gr8global.com
Job details:
We are seeking an experienced Tax Manager – Form 990 to lead the preparation and review of U.S. Exempt Organization (EO) tax returns for nonprofit organizations. The ideal candidate will have extensive experience with IRS Form 990, including Federal and State compliance, review of complex tax engagements, client management, and mentoring teams. The role requires strong technical knowledge of U.S. nonprofit taxation, governance reporting, and exempt organization compliance.
Key Responsibilities
- Manage the preparation and review of IRS Form 990, 990-EZ, 990-PF, and related schedules.
- Review Federal and State tax filings for nonprofit and tax-exempt organizations.
- Ensure compliance with IRS regulations, filing requirements, and reporting deadlines.
- Review financial statements, trial balances, and supporting schedules for tax reporting.
- Review governance disclosures, executive compensation reporting, and public support tests where applicable.
- Provide technical guidance on exempt organization tax matters and nonprofit compliance.
- Manage multiple client engagements while ensuring timely delivery and quality standards.
- Coordinate with U.S. onshore teams and clients to resolve technical tax issues.
- Perform technical tax research and document conclusions on complex tax matters.
- Review workpapers, provide constructive feedback, and mentor junior team members.
- Identify process improvements and support automation and standardization initiatives.
- Participate in client meetings and contribute to practice development.
Required Skills & Qualifications
- 5+ years of experience in U.S. Exempt Organization (EO) Tax.
- Strong experience reviewing Form 990, 990-EZ, and 990-PF returns.
- Solid understanding of nonprofit taxation, tax-exempt organizations, and IRS filing requirements.
- Experience with Federal and State nonprofit tax compliance.
- Hands-on experience with tax software such as CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem RS, or similar.
- Strong analytical, review, and problem-solving skills.
- Excellent communication and stakeholder management skills.
- Proven experience managing teams and reviewing complex tax engagements.
Click on Apply to know more.