Tax Senior Manager, Nonprofit

Job Summary

The Tax Senior Manager, Nonprofit (Senior Manager) is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, and identifying different methods of complying with tax regulations while acting as the primary client contact for complex nonprofit tax issues. In this role, the Senior Manager applies knowledge to understand potential tax disclosure, exemption, and unrelated business income issues, recognizes and communicates potential risks and changes in tax policy, and makes top‑level decisions regarding filing and preparation of questions from federal/state agencies.

The Senior Manager is also a critical member of the regional Nonprofit Tax team, actively participates in marketing and networking within their area of expertise, maintains client relationships, and serves as primary contact for complex questions.

Tax Compliance

• Ensures both client compliance with applicable authorities and minimal tax and reporting burdens, and ensures self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual (TQM)
• Conducts review of T/R’s and resolves all tax issues with client; involves specialists where appropriate
• Plans for early recognition of material tax and compliance issues and consults with client and/or partner as appropriate
• Reviews Forms 990, 990‑PF and 990‑T work papers and disclosure for audited financial statements
• Plans and reviews the tax process and the procedures to be performed to include:
  • Budgeting and staffing
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing including management of identified out‑of‑scope activity and communication to client
  • Timely collection of A/R
  • Manages client relationships/expectations in accordance with the project
  • Provides advice to clients in a timely manner

Research

• Identifies complex issues to be researched as needed; frames issues and reports analysis
• Involves firm specialists, as appropriate

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Applies tax knowledge and business/industry insight to recommend solutions
• Develops and implements a work plan to include/organize the Specialized Tax Services (STS) assistance on ongoing projects from client
• Serves as a technical resource to peers within the region
• Manages written or phone inquiries from federal and state agencies with little or no assistance
• Ensures client service teams comply with Firm policy regarding Written Tax Advice (WTA)

Strategy Development

• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing nonprofit tax benefits
• Reviews studies of tax implications and offers clients alternative courses of action
• Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods

Supervisory Responsibilities

• Supervises RISE Nonprofit Tax Associates, Senior Associates, and Managers on all projects
• Reviews work prepared by Nonprofit Tax team, and provides review comments
• Trains Nonprofit Tax team on how to use all current software tools
• Acts as a career advisor to Nonprofit Tax Associates, Senior Associates, and Managers
• Schedules and manages workload of Nonprofit Tax Associates, Senior Associates, and Managers
• Provides verbal and written performance feedback to Nonprofit Tax Associates, Senior Associates, and Managers
• Trains non‑profit tax associates, senior associates, and managers on research skills and helps to appropriately frame nonprofit tax issues for analysis
• Frames projects and issues for effective delegation to Nonprofit Tax Associates and Senior Associates

Other Duties as Required

• Other duties as assigned by the manager or partner.

• Bachelor’s degree in Accounting, Finance, Economics,…