Tax Manager - Not-for-Profit

About PKF O’Connor Davies 

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Tax Manager to join our Not-for-Profit tax practice. The individual will be responsible for the preparation and review of Not-for-Profit tax returns. The individual will be responsible for researching and applying tax foundational knowledge to identify potential tax issues, participate in the tax planning process, recognize, and communicate potential risks and work with tax software applications. The individual will work closely with partners and clients regarding tax compliance, planning and review.

Essential Duties:

• Review and prepare complex Forms 990, 990-PF and 990-T and provide advice to clients regarding exempt organization and tax return issues.
• Ensure that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards.
• Ability to manage multiple clients and deadlines to match internal and client expectations for timely delivery of service.
• Gather and manipulate audit and client information as needed to prepare returns.
• Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report the analysis.
• Develop, train, and supervise Staff level team members.
• Work closely with tax partners to satisfy the needs with planning compliance.

Qualifications:

• Bachelor's degree in Accounting from an accredited college/university required.
• MST degree a plus.
• 7+ years of progressive tax experience in public accounting required.
• Active CPA license or EA certification preferred.
• Proficient 990, 990-PF and 990-T tax compliance and review experience required.
• Able to provide tax planning and advisory services to colleges and universities, public charities, private foundations, healthcare entities, and other types of tax-exempt entities.
• Knowledge of Internal Revenue Service (IRS) codes and exempt organization tax matters
• Strong Microsoft Office Suite skills.
• Knowledge of tax software, ProSystem fx, Engagement.
• Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities.
• Ability to work additional hours to meet client deliverables.
• Must have access to a car/public transportation and be willing to travel locally to clients and/or other PKFOD offices when required.

Compensation & Benefits:

The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies, LLC (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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