Nonprofit Tax Manager

Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance reporting. Shining Star provides outsourced accounting services for 90+ nonprofit organizations. This is a part-time, fully remote position with flexible hours, reporting to our Director of Compliance. Compensation $55-$70/hour (SF Bay Area rate). Geographic adjustments apply for candidates outside the Bay Area.

Primary Duties:

1. Client Relationship Management

• Act as the primary point of contact for clients during the filing season.
• Strengthen relationships with client leadership to position SSC as a trusted, long-term partner.
• Maintain a high level of engagement during the tax preparation process.
• Proactively identify client needs and collaborate to develop effective solutions to completing their filings.
• Guide nonprofit boards and executive directors through the narrative sections of the 990 to ensure their "mission story" is told accurately.
• Deliver high-quality 990 and related preparation and filing services to clients.
• Resolve client issues and concerns in a timely and effective manner through constant communications.

2. 990 Preparation and Filings

• Work with the Director of Compliance to set up the client engagement, including preparation of the engagement letter, schedule, information requests, and fees.
• Manage the full lifecycle of IRS Form 990, 990-EZ, and 990-N filings and related State filings.
• Collaborate with the client to obtain the information to timely file the Federal and State forms.
• Review client financial statements (Balance Sheet, Income Statement, etc.) to accurately transpose data into tax software.
• Prepare complex schedules, including Schedules A, B, D and O, and other schedules as needed, and ensure all disclosures meet IRS requirements.
• Ensure the filing of the regulatory compliance forms meeting the schedule or deadlines.
• Send our services invoice to the client and follow up on collections.

3. Other Filings

• Support other nonprofit related compliance filings (e.g., 1023, 990-PF, 990-T, RRF-1, CA199 etc.)
• Lead nonprofit dissolution compliance filings
• Annual 1099 filings in January and beyond
• Provide letters to Federal and State agencies regarding client fines and penalties, and other similar matters.

4. Regulatory Expertise

• Maintain a deep, current understanding of IRS Form 990 instructions and changing tax laws affecting exempt organizations.
• Monitor "red flag" areas such as unrelated business income (UBI), excess benefit transactions, and lobbying activities.

5. Tax and Compliance Resource

• Provide nonprofit tax and compliance subject matter expertise to all of SSC
• Respond to client queries regarding nonprofit regulatory compliance filings
• Research specific state filing requirements
• Help develop internal templates and workflows to improve filing efficiency

General responsibilities as a Shining Star employee will include:

• Represent Shining Star:
  Lead by example of upholding our company values, meeting goals and contributing to our mission.
• Participate, lead and learn:
  Lead and engage in individual and team training and meetings.
• Communicate effectively:
  Respond to company communications promptly.

Qualifications

Required Qualifications

• 5+ years of tax compliance experience in Tax and Compliance, some of which must be in nonprofit returns.
• Strong communication and organization skills.
• Ability to manage multiple priorities and deadlines in a dynamic environment involving many clients.
• EA, or working towards certification
• Proficiency in tax software and systems including MS Word and Excel

Preferred Qualifications

• Nonprofit tax and accounting experience.
• Degree in a relevant field (e.g., business administration, public administration, nonprofit management).
• CPA or working towards certification, not required but helpful.
• Proven track record of complete and timely compliance filings.

Necessary Skills

• A passion for nonprofit work and a commitment to social impact.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication and interpersonal skills with a focus on building relationships. with clients and engaging the Tax and Compliance Team and across all of SSC.

Shining Star Benefits & Compensation

• Competitive pay rate of $55-$70 per hour, depending on experience and home location. Geographic adjustments apply for candidates outside the Bay Area.
• Medical, Dental, and Vision insurance for full-time employees and some part-time employees.
• Short-term disability, Long-term disability, and Life insurance for full-time employees only.
• All employees have access to SIMPLE IRA retirement savings plan with employer contribution.
• PTO at a competitive accrual rate.

Working at Shining Star:

The goal of Shining Star Consulting (SSC) is to provide accounting and finance area support to nonprofit organizations in order to help them successfully carry out their missions. We offer a range of services including financial leadership, clarity, efficiency, and knowledge of finances, ongoing…