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Crowe

Tax Manager, Exempt Organizations

Crowe, San Jose

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Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
A Manager in the Exempt Organizations Tax Services (EO) practice at Crowe LLP plays a key leadership role in a highly specialized national team focused exclusively on serving the unique needs of tax-exempt clients. Our EO team is highly collaborative, combining extensive industry knowledge with tax technical expertise to deliver tailored solutions that help organizations meet their compliance obligations and strategic goals.
We serve a diverse array of tax-exempt clients, including healthcare, higher education, private foundations, trade associations, and social service agencies and more. Our work extends far beyond tax return compliance—we act as long-term advisors and strategic partners with our clients, helping them navigate complex areas such as unrelated business income (UBI), executive compensation, intermediate sanctions, public support analysis, charitable giving, and the changing regulatory landscape.
As a Manager, you will lead client engagements and be a primary point of contact, while also mentoring and developing junior team members. You’ll work closely with clients to understand their mission, operations, and challenges, and provide customized, value-added guidance that supports their success and long-term sustainability. You will also collaborate with other teams within Crowe to bring cross-functional insight to client engagements and help expand the reach and impact of the EO practice.
Key Responsibilities
Client Service & Technical Expertise

  • Manage the preparation and review of IRS Forms 990, 990-T, 990-PF, and state filings for exempt organizations
  • Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution substantiation
  • Interpret and apply tax law to unique nonprofit issues and stay current on developments impacting the exempt sector
  • Collaborate with other Crowe practice groups to provide integrated solutions to clients
Engagement Management
  • Oversee all phases of the engagement process, including planning, execution, quality review, and billing
  • Ensure the delivery of high-quality, timely work within budget and scope expectations
  • Build and maintain strong client relationships, acting as the primary point of contact for assigned engagements
Leadership & Development
  • Supervise, coach, and mentor staff and senior associates; provide timely and constructive performance feedback
  • Identify and support training and development opportunities for team members
  • Contribute to business development through proposal writing, client presentations, and participation in thought leadership or speaking engagements
Practice Growth
  • Assist in growing the EO practice by identifying opportunities to expand services to existing clients and support the acquisition of new clients
  • Develop internal best practices and tools to enhance group effectiveness and efficiency
  • Participate in Crowe’s national EO strategy development and implementation
Qualifications:
Required
  • Bachelor's degree in Accounting or related field
  • Active CPA or JD license required
  • 5+ years tax experience in public or industry with exempt organization background
  • Strong understanding of Form 990, 990-T and 990-PF and related exempt organization tax issues
  • Demonstrated project management, organizational, and leadership skills
  • Excellent written and verbal communication skills
  • Ability to manage competing priorities and meet deadlines
Preferred
  • Proficiency with tax software such as CCH, 990 Tracker, or similar platform
  • Experience with Alteryx
  • Master’s in Taxation or LL.M. in Tax is a plus
We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,500.00 - $201,000.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Seniority level

  • Seniority level

    Not Applicable

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance
  • Industries

    Accounting, Financial Services, and IT Services and IT Consulting

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