Tax Manager - Not--Profit

Position: Tax Manager - Not-for-Profit
About PKF O’Connor DaviesPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact.

We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational institutions, healthcare organizations, religious organizations, and other nonprofit entities.

The ideal candidate will possess strong technical expertise in exempt organization taxation, excellent client service skills, and experience supervising and mentoring staff.

Key Responsibilities Review Forms 990, 990-EZ, 990-PF, 990-T, and related state filings

Review unrelated business income tax (UBIT) calculations and filings

Research and analyze complex tax issues affecting exempt organizations

Provide advisory services including:
Private foundation compliance;
Excess benefit transactions;
Intermediate sanctions;
Public support testing and;
State charitable registrations

Supervise, train, and mentor tax staff, seniors, and supervisors

Manage multiple client engagements simultaneously while meeting deadlines

Serve as a primary day-to-day contact for nonprofit clients

Coordinate with audit and advisory teams to provide integrated client service

Assist with IRS correspondence and notice resolution

Participate in practice development and client relationship building Qualifications Must be able to work in the office a minimum of 3 days per week.

Bachelor's degree in Accounting from an accredited college/university requiredMST a plus7+ years of progressive tax experience in public accounting, with a focus on not-for-profit taxation required

Active CPA license or EA certification required

Experience working with large exempt organizations

Experience reviewing complex returns and supervising staff

Working knowledge of tax laws and regulations impacting exempt organizations

Strong interpersonal, verbal, and written communication skills

Excellent analytical skills with strong attention to detail

Ability to effectively manage workload and deadlines across multiple client engagements

Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA);
Knowledge of Pro Systems FX preferred

Compensation & Benefits:

The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and…