Tax Manager for Charitable Entities

1 week ago


Charlotte, North Carolina, United States Jobot Full time
FULLY REMOTE - Tax Exempt Organizations

This opportunity is hosted by Jobot.

A bit about us:

At Jobot, we pride ourselves on being a unique accounting firm. We offer engaging and intricate work, a supportive team, competitive compensation and benefits, and a commitment to collaboration, diversity, and professional growth. We focus on fostering long-term career success, ensuring reasonable work hours. Full-time managers are expected to work 2300 total hours and 1375 billable hours annually, with a target of hours per week during busy seasons and generally no weekend work expected.

Why join us?
  • Recognized as a Top 100 firm (IPA)
  • Awarded the Best of Accounting Diamond Award for Exceptional Client Service (ClearlyRated)
  • Featured in America's Best Tax and Accounting Firms (Forbes)
  • UNLIMITED PTO
  • Summer Fridays
  • Flexible work-from-home options with necessary technology provided
  • Opportunities for continuing education
  • Competitive salary and merit-based bonuses
  • Traditional and Roth 401k with generous matching
  • Comprehensive medical, dental, and vision plans with HSA/FSA options
  • Tuition reimbursement programs
  • CPA Exam reimbursement
  • Certification reimbursement
  • Reimbursement for organization and association dues
  • Volunteer days
  • Coaching and mentoring initiatives
  • Opportunities for women in leadership
  • Team-building social events


Job Responsibilities

  • Cultivate and sustain strong relationships with existing and prospective clients; effectively manage overall client interactions to ensure satisfaction
  • Lead strategy formulation and execution, profitability, and expansion for the nonprofit division
  • Encourage collaboration across service lines to deliver exceptional client service
  • Review nonprofit tax returns prepared by the team and provide constructive feedback to enhance their skills; sign all returns
  • Conduct tax research and provide guidance on various tax matters
  • Promote teamwork and innovation to improve the client service experience
  • Mentor and motivate engagement teams by offering guidance, leadership, and career advice; ensure continuous development of tax professionals
  • Maintain and demonstrate technical expertise
  • Seek opportunities to expand leadership roles within the firm by participating in various initiatives such as training, recruiting, and process improvements

Qualifications

  • Extensive experience with 501(c)(3) (both public charities and private foundations) and 501(c)(6) clients is essential; familiarity with 501(c)(4), 501(c)(5), 501(c)(6), 501(c)(7), and 527 organizations is preferred
  • Consulting experience on matters such as stock gifts to private foundations, self-dealing, conversions, applications for exempt status, and distribution planning
  • 8+ years of recent experience in public accounting (or a combination of industry and public accounting) that includes working in a paperless and cloud-based environment, reviewing and signing complex returns, researching intricate tax issues, managing client engagements, supervising project teams, establishing effective client partnerships, billing, and business development
  • CPA certification required


Interested in learning more? Please apply through the appropriate channels.

  • Charlotte, North Carolina, United States Jobot Full time

    FULLY REMOTE - Tax Exempt OrganizationsThis Jobot Job is hosted by: Albert SimonsA bit about us:We are a unique accounting firm known for our engaging and intricate work, exceptional team, competitive compensation, and a strong commitment to collaboration, diversity, and professional growth. We prioritize sustainable career paths, ensuring our team members...


  • Charlotte, North Carolina, United States Tax Management Associates Full time

    Job OverviewAre you ready to expand your professional skills while exploring diverse industries? This position is perfect for an accounting expert who thrives on problem-solving and enjoys flexible work arrangements. While prior experience in business taxation is advantageous, we provide comprehensive training for those who are eager to learn.Key...


  • Charlotte, North Carolina, United States Tax Management Associates Full time

    Job OverviewAre you ready to expand your expertise in the field of taxation? We offer an exciting opportunity for professionals who thrive on analytical challenges, enjoy engaging with diverse individuals, and are eager to explore various sectors. This position is perfect for those with a background in accounting who appreciate flexibility in their work...


  • Charlotte, North Carolina, United States Jobot Full time

    Senior Tax ManagerJobot is seeking a qualified Senior Tax Manager to enhance our team. This role is pivotal in guiding our tax strategies and ensuring compliance for our clients. We provide a comprehensive compensation package, including benefits and opportunities for professional advancement.Key Responsibilities:Oversee tax compliance and reporting for a...


  • Charlotte, North Carolina, United States SCOR Group Full time

    Location: Charlotte, North Carolina, United StatesRole OverviewThis position is pivotal in delivering comprehensive analysis related to Solvency II and IFRS17 for each legal entity within the SCOR Group that engages in US business.Key ResponsibilitiesPrimary Duties Include:Act as a business partner for the US Reserving team, collaborating with other legal...


  • Charlotte, North Carolina, United States SCOR Group Full time

    Location: Charlotte, North Carolina, United StatesKey ResponsibilitiesThis position is pivotal in delivering comprehensive analysis related to Solvency II and IFRS17 for each legal entity within the SCOR Group that engages in US business:Act as a business partner for the US Reserving team, collaborating with other legal entity reserving teams across the SCOR...


  • Charlotte, North Carolina, United States Jobot Full time

    Senior Tax ManagerJobot is seeking a skilled Senior Tax Manager to enhance our team. We are a dynamic firm dedicated to providing exceptional tax services. This role offers a competitive salary along with a comprehensive benefits package, including bonuses and avenues for professional development.Key Responsibilities:Oversee tax compliance and reporting for...


  • Charlotte, North Carolina, United States Kabat, Schertzer, De La Torre, Taraboulos & Co. Full time

    Senior Tax Strategy Manager At Kabat, Schertzer, De La Torre, Taraboulos & Co., we pride ourselves on being recognized as one of the top Accounting and Tax Firms in America and a premier workplace in South Florida. Our success stems from a vibrant and innovative atmosphere, free from office politics, where work-life balance is genuinely valued. We are in...

  • Tax Director

    4 weeks ago


    Charlotte, North Carolina, United States Cherry Bekaert Full time

    Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working...


  • Charlotte, North Carolina, United States JELD-WEN, Inc. Full time

    About the RoleJELD-WEN, Inc. is seeking a highly skilled International Tax Director to join our team. As a key member of our Global Tax Department, you will be responsible for leading our income tax planning, compliance, and reporting efforts for our international operations.Key ResponsibilitiesDevelop and implement tax planning strategies to optimize our...

  • Tax Advisor

    2 weeks ago


    Charlotte, North Carolina, United States Jobot Full time

    Join Our Dynamic TeamWe are a rapidly expanding full-service CPA firm seeking a knowledgeable Tax Consultant to become part of our team. Our firm delivers audit and tax solutions across a variety of sectors including construction, manufacturing, public sector, and charitable organizations.What We Offer: Competitive salary structure Comprehensive benefits...


  • Charlotte, North Carolina, United States Bank of America Full time

    CFO Senior Legal Entity Controller Charlotte, North Carolina Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to...


  • Charlotte, North Carolina, United States Jobot Full time

    FULLY REMOTE - Tax Exempt OrganizationsThis Jobot Job is hosted by: Albert SimonsA bit about us:We are a unique accounting firm that stands out through interesting and complex work, exceptional people, competitive compensation, and a commitment to collaboration, diversity, and professional growth. We prioritize sustainable career paths and facilitate...


  • Charlotte, North Carolina, United States LHH Full time

    We are seeking an experienced Senior Tax Accountant to join our team at LHH. This is a fully remote position that will focus on corporate income tax accounting and compliance, including expertise with 1120 returns and ASC 740. The ideal candidate will have a deep understanding of U.S. federal and state tax regulations for corporations, with the ability to...


  • Charlotte, North Carolina, United States Hispanic Technology Executive Council Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Charlotte, North Carolina, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Charlotte, North Carolina, United States Jobot Full time

    FULLY REMOTE - Tax Exempt OrganizationsThis Jobot Job is hosted by: Albert SimonsA bit about us:We are a unique accounting firm known for our interesting and complex work, exceptional people, competitive compensation, and a commitment to collaboration, diversity, and professional growth. We prioritize sustainable career paths and reasonable work hours, with...


  • Charlotte, North Carolina, United States Bank of America Full time

    Position: Chief Financial Officer - Senior Legal Entity ControllerLocation: Charlotte, North CarolinaOverview:At Bank of America, our mission is to enhance financial well-being through every connection we make. We prioritize Responsible Growth, which is the foundation of our operations and how we serve our clients, colleagues, communities, and shareholders...

  • Tax Professional

    7 days ago


    Charlotte, North Carolina, United States KPMG Full time

    About the RoleKPMG is seeking a highly motivated and detail-oriented Tax Intern to join our team. As a Tax Intern, you will have the opportunity to work with a dynamic team of professionals and gain valuable experience in the field of taxation.ResponsibilitiesPerform tax-related tasks, including compliance, advising, and planning for a variety of clients in...


  • Charlotte, North Carolina, United States Jobot Full time

    Join Our Dynamic TeamWe are a progressive full-service CPA firm seeking a skilled Tax Associate to become part of our team. Our firm delivers audit and tax solutions across a variety of sectors including construction, manufacturing, public sector, and charitable organizations.What We Offer: Competitive salary structure Comprehensive benefits package Varied...