Tax Manager - Tax Exempt

Deloitte • Costa Mesa, CA • 2h ago

Does working with tax-exempt organizations pique your interest? Are you a strategic and creative federal tax professional who likes solving complex tax issues? Do you enjoy providing tax compliance and consulting services to dynamic nonprofit clients? Do you like having well-rounded technical skills? Do you find it fulfilling to work with clients who are actively involved in improving the community through their philanthropic vehicles? If you answered "yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax-Exempt practice!

What You'll Do

As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially up to 100%) of your time serving nonprofit clients, including health care providers or plans, private foundations, public charities, higher education institutions, and other nonprofit organizations. Your time will be focused on providing tax compliance and consulting services, including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting, and more. You will work directly with sophisticated clients, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. As part of the Tax-Exempt practice, you will interact and work with like-minded Tax-Exempt specialists from across the country on a regular basis.

Responsibilities will include:

Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.

Advising clients on a variety of tax issues, including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.

Overseeing federal, international, and state tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.

Managing engagement workflow, engagement team resources, and engagement billing.

Providing technical training, leadership, counseling, and career guidance for the development and motivation of the engagement team.

The Team

We have a large national team of dedicated, experienced professionals committed to serving nonprofit organizations and sophisticated donors. Our practice includes partners, managing directors, and professionals who specialize in federal tax compliance (Form 990/990-PF), multistate tax compliance, international tax compliance and consulting, and transfer tax planning.The tax group regularly teams with our Consulting, Audit & Assurance, and Advisory colleagues on client planning projects. Some of our team members are fully dedicated to serving nonprofit clients, and others also specialize in Private Wealth or Corporate business tax services.Deloitte's Global Center for Excellence in Philanthropy ("GCEP"): This is a cross-functional team comprised of tax, audit, and consulting professionals from Deloitte's Monitor Institute. The GCEP serves innovative individuals, companies, and nonprofits working to drive societal change. Our team has spent decades providing philanthropic tax advisory services to some of the wealthiest and most sophisticated donors in the world.https://www2.deloitte.com/us/en/pages/tax/solutions/tax-services-for-exempt-organizations.html https://www.deloitte.com/us/en/programs/monitor-institute/services/nonprofit-and-philanthropy-consulting-services.html

Qualifications

Required

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week

Bachelor's degree in Accounting, Business, Finance, or other business-related field

5+ years of experience in federal taxation with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s), including a combination within health care providers, health plans, private foundations, and other community organizations

Limited immigration sponsorship may be available.

Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.

One of the following active accreditations obtained:

Licensed CPA in state of practice/primary office if eligible to sit for the CPA

If not CPA eligible:

Licensed Attorney

Enrolled Agent

Certifications:

Chartered Financial Advisor (CFA)

Certified Financial Planner (CFP)

Preferred

Advanced degree such as Master of Tax, JD, and/or LLM

Previous Big 4 or large CPA firm experience

Experience with federal tax compliance (Form 990 and 990-PF), tax analysis, and tax research

Solid understanding with respect to issues specific to tax-exempt organizations (unrelated business income, exemption planning, etc.)

Strong verbal and written communication; listening, interpersonal, and facilitation skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $107,925 to $205,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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