Tax Senior Manager, Nonprofit

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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 makes top‑level decisions regarding filing, preparation, and resolution of questions from federal and state agencies.

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

• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures self and client service teams comply with 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 the 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 procedures, including:
  • 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

• Identifies complex issues to be researched as needed; frames issues and reports the analysis clearly and concisely.
• Involves firm specialists as appropriate.

• Assists with developing, recommending and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
• Applies the combination of tax knowledge and business/industry knowledge to recommend solutions.
• Develops and implements a work plan that includes or organizes the Specialized Tax Services (STS) assistance on ongoing client projects.
• 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).

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

• 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 and research skills.
• Acts as a career advisor to Associates, Senior Associates, and Managers.
• Schedules and manages workload of team members and provides verbal and written performance feedback.
• Frames projects and issues for effective delegation.

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics OR Bachelor’s degree in any other focus area and a CPA certification (required).
• Master’s degree in Accountancy or Taxation (preferred).

• Eight (8) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience (required).
• Supervisory experience (required).