Tax Manager, Exempt Organizations

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Job Description:

A Manager in the Exempt Organizations Tax Services (EO) practice at Crowe LLP plays a key leadership role in a highly specialized national team focused exclusively on serving the unique needs of tax-exempt clients. Our EO team is highly collaborative, combining extensive industry knowledge with tax technical expertise to deliver tailored solutions that help organizations meet their compliance obligations and strategic goals.

We serve a diverse array of tax-exempt clients, including healthcare, higher education, private foundations, trade associations, and social service agencies and more. Our work extends far beyond tax return compliance-we act as long-term advisors and strategic partners with our clients, helping them navigate complex areas such as unrelated business income (UBI), executive compensation, intermediate sanctions, public support analysis, charitable giving, and the changing regulatory landscape.

As a Manager, you will lead client engagements and be a primary point of contact, while also mentoring and developing junior team members. You'll work closely with clients to understand their mission, operations, and challenges, and provide customized, value-added guidance that supports their success and long-term sustainability. You will also collaborate with other teams within Crowe to bring cross-functional insight to client engagements and help expand the reach and impact of the EO practice.

Key Responsibilities

Client Service & Technical Expertise

• Manage the preparation and review of IRS Forms 990, 990-T, 990-PF, and state filings for exempt organizations
• Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution substantiation
• Interpret and apply tax law to unique nonprofit issues and stay current on developments impacting the exempt sector
• Collaborate with other Crowe practice groups to provide integrated solutions to clients

Engagement Management

• Oversee all phases of the engagement process, including planning, execution, quality review, and billing
• Ensure the delivery of high-quality, timely work within budget and scope expectations
• Build and maintain strong client relationships, acting as the primary point of contact for assigned engagements

Leadership & Development

• Supervise, coach, and mentor staff and senior associates; provide timely and constructive performance feedback
• Identify and support training and development opportunities for team members
• Contribute to business development through proposal writing, client presentations, and participation in thought leadership or speaking engagements

Practice Growth

• Assist in growing the EO practice by identifying opportunities to expand services to existing clients and support the acquisition of new clients
• Develop internal best practices and tools to enhance group effectiveness and efficiency
• Participate in Crowe's national EO strategy development and implementation

Qualifications:

Required

• Bachelor's degree in Accounting or related field
• Active CPA or JD license required
• 5+ years tax experience in public or industry with exempt organization background
• Strong understanding of Form 990, 990-T and 990-PF and related exempt organization tax issues
• Demonstrated project management, organizational, and leadership skills
• Excellent written and verbal communication skills
• Ability to manage competing priorities and meet deadlines

Preferred

• Proficiency with tax software such as CCH, 990 Tracker, or similar platform
• Experience with Alteryx
• Master's in Taxation or LL.M. in Tax is a plus

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.