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Spartan Placements LLC

Tax Manager - Exempt Organizations

Spartan Placements LLC, West Palm Beach, Florida, United States, 33412


TAX MANAGER - EXEMPT ORGANIZATIONS

West Palm Beach, Florida

Exciting news! We have a great opportunity for a Tax Manager in our Tax Exempt practice in West Palm Beach.

Our practice specializes in furnishing clients with comprehensive tax counsel and planning services pertaining to safeguarding tax-exempt status, overseeing the preparation and/or review of tax returns for exempt organizations and their taxable affiliates (including 990s/1120s/1065s), managing related filings such as international submissions as required, formulating IRS audit defense strategies, and addressing other pertinent tax issues. We engage in addressing pivotal client concerns in domestic federal taxation, focusing on implementing tax strategies that harmonize with the client's business objectives.

Responsibilities: Provide tax compliance and/or advisory services to tax-exempt organizations. Collaborate within a dedicated team of seasoned exempt organization tax professionals. Cultivate and oversee a portfolio of client relationships of diverse size and scope, serving as the primary point of contact for internal and external clients. Supervise teams of tax professionals and assistants working on client projects. Oversee risk and financial performance of engagements, including billing, collections, and tax project budgets. Participate in and contribute to market and business activities external to the firm. The ideal candidate will possess tax and/or audit experience with Not-for-Profit entities, including proficiency in preparing and reviewing tax-exempt organization filings such as Forms 990, 990-PF, 4720, 720, and associated schedules. Experience with Form 5500 & 8955-SSA is advantageous.

Required Skills:

Bachelor's degree in Accounting required; Master's in Tax is advantageous. Active CPA, EA, or licensed JD. 5+ years of experience in public accounting. Experience providing tax compliance and/or advisory services to tax-exempt organizations. ERISA experience is advantageous. Experience managing team members and engagements. Strong tax research skills. Excellent communication and presentation (both verbal and written) skills, coupled with exceptional client service aptitude. Proficiency with MS Office and tax compliance and research software such as CCH Engagement, CCH Axcess, and RIA Checkpoint. If you are:

A highly dedicated professional with remarkable credentials, motivated by fresh challenges and opportunities for growth. A team player committed to delivering world-class client service, with a keen interest in immersion across various industries. Seeking a work environment that fosters camaraderie, collaboration, and community engagement. We offer:

Abundant opportunities to contribute to one of the most esteemed professional services firms in South Florida. A distinctive culture centered on collaboration in every aspect of our work. A team of professionals propelled by a commitment to excellence, integrity, lifelong learning, mutual respect, adaptability, and making a positive impact. A network of 70 professionals dedicated to fostering a diverse and inclusive workplace and giving back to our communities. Diverse career paths supported by robust professional development initiatives and resources. A flexible work environment coupled with competitive benefits.

Imagine the path ahead, take bold steps forward, and think about joining us. We're excited to meet you!