Eide Bailly
Tax Senior Manager - Nonprofit
Eide Bailly, Phoenix, Arizona, United States, 85003
Who We Are
Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!
Why You'll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.
Typical Day in the Life
A typical day as a Tax Senior Manager working with exempt organizations might include the following:Oversee a team of staff to serve exempt organization clients across all segments of the nonprofit industry.Assist in the management and delivery of client projects, including review and analysis of client data, preparation of required calculations, review of supporting documents and completion of IRS filings.Work with staff to ensure tax returns are completed correctly and by the required deadline.Review annual information returns for exempt organization clients including Form 990, Form 990-T and Form 990-PF (and related state returns).Manage numerous client expectations to ensure tax returns and other projects are completed correctly and by the required deadline.Provide consulting services related to exempt organization issues such as unrelated business income, exemption applications, compensation and benefits, private foundation excise taxes, corporate restructurings.Assist with analysis of alternative investments for foreign and state reporting issues and assist with state and foreign returns.Interface with clients and approach client interactions with maturity and discretion.Participate in audit planning meetings, client interviews and client board meetings.Work collaboratively with audit teams to complete Uncertain Tax Position memos and review applicable financial statement tax footnotes.Listen to client needs and recognize additional services that could provide value.Proactively recognize problems and risks and identify alternate solutions to client situations.Perform special tax projects and research for clients.Communicate with clients, audit teams, other tax professionals and other Eide Bailly Specialty Service providers.Develop and present on technical issues for internal and external seminars and trainings.Participate in professional association meetings and forums.Coach or mentor staff members to assist with enhancing their skills and further developing their career.Develop and manage client relationships.Network, build relationships and attract new clients or business for the Firm.Bill clients for the services and guidance provided.Who You Are
You have a Bachelor's Degree in Accounting or J.D. (required); Master's or LL.M. in Taxation preferred.You have 10+ years of tax experience with exempt organizations.You have a valid Certified Public Accountant license preferred, but not required if JD.You enjoy keeping up to date on the ever-changing tax industry's regulations and policies.You are proficient in tax research.You have a knack for solving problems and easily notice issues while bringing solutions to the table.You take pride in helping others and are passionate about working with nonprofits.You have knowledge of, and experience working with, tax-exempt organizations and high net worth individuals.You have the ability to read a financial statement and understand accounting principles.You possess excellent oral and written communication skills.You are a self-starter and are able to work independently.You hold yourself to high ethical standards and maintain client confidentiality.You delegate work to the right level setting clear expectations around results and timelines.You understand how to individualize your approach when managing staff.You use effective listening and questioning skills when talking with clients to understand their needs.You have strong written and oral communication skills.Clients trust you.You are motivated to advance in your career and look forward to growing and managing a book of business.
Must be authorized to work in the United States now or in the future without visa sponsorship.
What to Expect Next
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-AH1
#LI-HYBRID
Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!
Why You'll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.
Typical Day in the Life
A typical day as a Tax Senior Manager working with exempt organizations might include the following:Oversee a team of staff to serve exempt organization clients across all segments of the nonprofit industry.Assist in the management and delivery of client projects, including review and analysis of client data, preparation of required calculations, review of supporting documents and completion of IRS filings.Work with staff to ensure tax returns are completed correctly and by the required deadline.Review annual information returns for exempt organization clients including Form 990, Form 990-T and Form 990-PF (and related state returns).Manage numerous client expectations to ensure tax returns and other projects are completed correctly and by the required deadline.Provide consulting services related to exempt organization issues such as unrelated business income, exemption applications, compensation and benefits, private foundation excise taxes, corporate restructurings.Assist with analysis of alternative investments for foreign and state reporting issues and assist with state and foreign returns.Interface with clients and approach client interactions with maturity and discretion.Participate in audit planning meetings, client interviews and client board meetings.Work collaboratively with audit teams to complete Uncertain Tax Position memos and review applicable financial statement tax footnotes.Listen to client needs and recognize additional services that could provide value.Proactively recognize problems and risks and identify alternate solutions to client situations.Perform special tax projects and research for clients.Communicate with clients, audit teams, other tax professionals and other Eide Bailly Specialty Service providers.Develop and present on technical issues for internal and external seminars and trainings.Participate in professional association meetings and forums.Coach or mentor staff members to assist with enhancing their skills and further developing their career.Develop and manage client relationships.Network, build relationships and attract new clients or business for the Firm.Bill clients for the services and guidance provided.Who You Are
You have a Bachelor's Degree in Accounting or J.D. (required); Master's or LL.M. in Taxation preferred.You have 10+ years of tax experience with exempt organizations.You have a valid Certified Public Accountant license preferred, but not required if JD.You enjoy keeping up to date on the ever-changing tax industry's regulations and policies.You are proficient in tax research.You have a knack for solving problems and easily notice issues while bringing solutions to the table.You take pride in helping others and are passionate about working with nonprofits.You have knowledge of, and experience working with, tax-exempt organizations and high net worth individuals.You have the ability to read a financial statement and understand accounting principles.You possess excellent oral and written communication skills.You are a self-starter and are able to work independently.You hold yourself to high ethical standards and maintain client confidentiality.You delegate work to the right level setting clear expectations around results and timelines.You understand how to individualize your approach when managing staff.You use effective listening and questioning skills when talking with clients to understand their needs.You have strong written and oral communication skills.Clients trust you.You are motivated to advance in your career and look forward to growing and managing a book of business.
Must be authorized to work in the United States now or in the future without visa sponsorship.
What to Expect Next
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-AH1
#LI-HYBRID