Tax Manager - Private Foundations

Join One of Chicagoland’s Top CPA Firms

Recognized as one of the top CPA firms in the Chicagoland area and a Great Lakes Regional Leader (Crain’s Chicago Business and Accounting Today, 2020), our firm is committed to helping both our clients and our people succeed
. With over 70 years in business
, we continue to grow by acquiring forward-thinking firms and investing in talented professionals.

We offer a clear career path
, significant growth and income potential
, and comprehensive benefits in a supportive, collaborative, and people-first environment.

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

Public Accounting | Greater Chicagoland Area | Hybrid | Direct Hire

The Opportunity

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.
• 7–10+ 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…