Tax Manager - Private Foundations

Tax Manager Nonprofit, Private Foundations, Trusts & High-Net-Worth Individuals

Public Accounting | Greater Chicagoland Area | Hybrid | Direct Hire

Our client, a highly respected, nationally recognized CPA and advisory firm in the greater Chicagoland area, is seeking an experienced Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals to join its growing tax practice.

This established firm provides sophisticated tax planning, compliance, and advisory services to privately held businesses, business owners, families, nonprofit organizations, and high-net-worth individuals.

The ideal candidate will bring strong technical tax expertise, excellent client relationship skills, and the ability to serve as a trusted advisor on complex tax matters.

This opportunity offers direct Partner interaction, a hybrid work environment, significant professional growth, and a potential path to Partner within a collaborative and supportive firm.

Key Responsibilities

Tax Compliance & Advisory

• Manage and review complex federal and state tax returns for nonprofit organizations, private foundations, trusts, estates, and individuals.
• Oversee preparation and review of IRS Forms 990, 990-PF, 1040, and 1041.
• Provide technical guidance on nonprofit taxation, private foundation regulations, fiduciary taxation, and high-net-worth individual tax matters.
• Research complex tax issues, filing requirements, and regulatory developments.
• Identify tax planning opportunities and provide proactive recommendations to clients.
• Serve as an internal technical resource for nonprofit and private foundation tax matters.

Client Relationship Management

• Develop and maintain strong relationships with nonprofit organizations, private foundations, high-net-worth individuals, family offices, and professional advisors.
• Collaborate with attorneys, financial planners, wealth advisors, and other professional service providers.
• Serve as a trusted advisor by identifying client needs and recommending appropriate tax and advisory solutions.
• Work directly with firm Partners on client engagements and strategic initiatives.
• Participate in client presentations, educational programs, and business development activities.

Leadership & Practice Development

• Supervise, mentor, and develop tax associates and senior accountants.
• Review staff work and provide technical guidance and feedback.
• Improve tax department processes, workflow efficiency, and quality control.
• Collaborate with other practice areas to identify cross-service opportunities.
• Support the continued growth and development of the firm's nonprofit, foundation, and private client tax practice.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or a related field.
• 710+ years of relevant tax experience, including preparation, review, and management of complex tax returns.
• Demonstrated experience with Forms 990, 990-PF, 1040, and 1041.
• Strong technical knowledge of nonprofit, private foundation, fiduciary, and individual taxation.
• Experience working with nonprofit organizations, foundations, trusts, estates, and high-net-worth clients.
• At least one relevant professional credential or advanced qualification, such as CPA, EA, MST, JD, LLM, CTFA, or AEP.
• Strong client relationship management and advisory capabilities.
• Excellent communication, presentation, analytical, and organizational skills.
• Ability to manage multiple client engagements and competing deadlines.

Preferred

• Prior experience within a midsize or larger CPA firm, law firm, trust company, or family office.
• CPA designation or advanced tax degree.
• Experience advising high-net-worth families and private foundations.
• Demonstrated ability to identify additional client service opportunities.
• Previous experience supervising and mentoring tax professionals.
• Strong professional network within the nonprofit, legal, financial advisory, or wealth management communities.

Compensation & Benefit

What We Offer:

• Award-Winning Culture Named a "Best Place to Work"
• Path to Partner Real opportunities for career advancement
• 75% Remote Work Model with year-round flexible scheduling
• Summer Fridays Off (Memorial DayLabor Day)
• 37-hour workweeks outside of peak season
• Work-Life Balance Generous paid time off and a people-first culture
• Modern, Paperless Office with leading-edge technology
• Professional Development Curriculum to sharpen both technical and leadership skills
• Business Casual Dress Code
• Regular firm-wide events that celebrate team spirit, friendship, and success

As a member of our growing team, you'll gain hands-on training, direct client and partner contact, diverse industry exposure, and the opportunity to make a real difference. Most importantly, you'll be supported in becoming a key player in our firm's future.