Tax Director - Nonprofit (NFP)

Posted about 1 month agoViewed
160000 - 227000 USD per year
San Francisco Bay AreaFull-TimeNonprofit Tax
Company:
Location:San Francisco Bay Area
Languages:English
Seniority level:Director, 10+ years
Experience:10+ years
Skills:
LeadershipBusiness DevelopmentPeople ManagementMicrosoft ExcelMentoringAccountingComplianceRisk Management
Requirements:
CPA or EA (required). MS-Tax or JD/LLM (preferred). 10+ years in exempt-organization tax with progressive leadership. Deep hands-on expertise with 990/990-PF/990-T, UBIT, public-support tests, private-foundation rules, and multi-state filings. Controversy experience is a plus. Authoritative knowledge of IRC sections applicable to exempt orgs, partnership taxation for NFP investments, and state/local requirements. Strong research, writing, and review skills. Visible leadership in practice initiatives. Ability to manage larger/complex clients, run engagements end-to-end, meet economic goals, and coach/develop staff. Active community involvement aligned with BPM values. Executive presence with boards, finance committees, and senior management. Clear communication of complex tax concepts to non-tax audiences. Proficiency with leading tax software/workflow platforms. Comfort with data/automation to enhance efficiency and insights.
Responsibilities:
Lead compliance for complex exempt-organization filings (Forms 990/990-PF/990-T, schedules, state filings). Advise on UBIT/UBTI analyses, PRIs, joint ventures, partnerships/LLCs, and alternative investments. Guide exemption matters (Forms 1023/1024, reorganizations, public-support tests) and handle IRS/state controversy support. Partner with audit/advisory teams on tax topics related to financing, bond compliance, endowments, and contributed-revenue models. Drive client experience and growth by scoping, pricing, leading proposals, and cultivating C-suite/board relationships. Lead and coach managers/seniors/associates, set expectations, deliver feedback, and build training content. Contribute to practice leadership by refining methodologies, strengthening workflows, and advancing data/automation. Champion sustainable workplace practices and remote-first operations.
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