Non-Profit Tax Manager

Work Area | Department: Columbus Office | Tax

The Non‑Profit Tax Manager will be responsible for applying industry‑specific knowledge to manage tax compliance, planning, research, and advisory services for a diverse group of nonprofit organizations including tax‑exempt organizations, foundations, charities, and credit unions. This role will oversee assigned nonprofit tax engagements, review Form 990 and Form 990‑T returns, supervise and develop engagement team members, and serve as a primary contact for client questions related to nonprofit tax matters.

This individual will focus on four major initiatives established by the firm:
Profitability, Practice Growth;
Client Focus; and Brand Culture/Development.

• Manage assigned nonprofit tax engagements, including project oversight, engagement planning, team coordination, and timely delivery of client work.
• Perform detailed review of Form 990, Form 990‑T and related tax returns and work with the team to deliver a high‑quality product to clients.
• Engage with clients to understand their specific needs and provide responsive, practical guidance on nonprofit tax matters.
• Plan and review tax processes and procedures to achieve engagement management metrics.
• Identify when research is needed and perform technical research that provides clear and concise analysis and recommendations.
• Stay updated on legislative changes and industry trends impacting nonprofit organizations to ensure compliance and relevance.
• Consult and respond to assistance requests from other GBQ offices on nonprofit tax issues that arise.

• Contribute to the GBQ nonprofit tax team by supporting strategic initiatives aimed at developing people, improving processes, and supporting revenue growth.
• Consistently achieve targets for realization, utilization and collection of A/R established by department.
• Assist in establishing and implementing policies that improve departmental processes and efficiencies.
• Consistently utilize all firm and department software efficiently.
• Manage multiple clients and deliver a high‑quality product in a timely manner that meets or exceeds clients’ expectations and internal deadlines.

• Support marketing efforts with nonprofit tax knowledge and technical guidance to help attract and retain business.
• Demonstrate strong communication, leadership, and interpersonal skills when working with clients, prospects, and firm associates.
• Build relationships through networking, professional organizations, and involvement in the nonprofit community.

• Demonstrate ability to identify client opportunities, risks and issues, and communicate recommendations to clients and firm associates.
• Effectively develop and maintain client relationships and serve as a primary day‑to‑day tax contact for assigned nonprofit clients.
• Demonstrate appropriate understanding of client’s business, industry, and resources available to provide value to clients.
• Effectively manage competing priorities and projects under tight deadlines while exceeding client expectations.
• Demonstrate executive presence and assist in the preparation and presentation of issues and resolutions to clients.

• Exemplifies Brand Attributes of the firm and promotes a positive work environment for team members.
• Support and ensure adherence to all administrative policies and procedures of the Firm.
• Exhibit ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates and firm leaders.

• Bachelor’s degree in accounting, finance or a related field.
• CPA certification required.
• Approximately 5‑7 years of prior relevant nonprofit tax experience and/or public accounting, private industry accounting or consulting/professional services experience.
• Strong experience managing tax engagements and supervising teams and/or projects.
• Advanced experience with Microsoft Office Suite and strong working knowledge of tax research and compliance software.
• Ability to manage multiple prominent work projects simultaneously.
• Strong verbal and written communication skills.
• Ability to delegate work as needed and provide coaching and feedback to team members.
• Ability to work well in a team environment.
• Reliable transportation for on‑site client work. Ability to be on‑site at a client or GBQ office as needed.
• The ability to work evenings and weekends based on time of year and client demands.

• Will report directly to Director, Tax & Advisory or other designated Performance Manager.