Company Overview
A leading foundation is seeking a Tax Manager to join their accounting and reporting team. The role focuses on managing the full tax cycle with an emphasis on compliance and complex investment areas.
Job Responsibilities
- Manage all aspects of the tax cycle, including annual form 990-PF and 990-T filings for two entities.
- Partner with external tax preparers for successful filing of all federal and state returns.
- Record, track, and analyze investment activity for tax and GAAP reporting.
- Monitor foundation activities for IRS compliance and collaborate on compliance initiatives.
- Manage recurring tax reporting requirements and respond to external requests.
- Monitor and calculate unrelated business taxable income (UBTI).
- Develop and deliver tax compliance training materials and presentations.
- Remain current on US GAAP, IRS regulations, and other regulatory developments.
- Research technical accounting and tax issues and draft accounting memos.
- Support efforts to improve processes and automate manual tasks.
Qualifications
- Bachelor's degree in accounting, tax, finance, or business preferred.
- CPA or CPA license in progress preferred.
- Minimum five years of relevant tax and accounting experience required.
- Experience with private foundations and complex investment portfolios preferred.
Compensation
Salary: $120,000 – $150,000
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