BDO USA
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Tax Senior Manager, Nonprofit
role at
BDO USA .
Job Description The Tax Senior Manager, Nonprofit (Senior Manager) is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, and identifying different methods of complying with tax regulations while acting as the primary client contact for complex nonprofit tax issues. In this role, the Senior Manager applies knowledge to understand potential tax disclosure, exemption, and unrelated business income issues, recognizes and communicates potential risks, and makes top‑level decisions regarding filing, preparation, and resolution of questions from federal and state agencies. The Senior Manager is a critical member of the regional Nonprofit Tax team, participates in marketing and networking within the area of expertise, and maintains client relationships as the primary contact for complex questions.
Job Duties Tax Compliance
Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures self and client service teams comply with firm policies, standards, and the BDO Tax Quality Manual (TQM).
Conducts review of T/R’s and resolves all tax issues with client; involves specialists where appropriate.
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
Reviews Forms 990, 990‑PF and 990‑T workpapers and disclosure for audited financial statements.
Plans and reviews the tax process and procedures, including:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing, including management of identified out‑of‑scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research
Identifies complex issues to be researched as needed; frames issues and reports the analysis clearly and concisely.
Involves firm specialists as appropriate.
Tax Consulting
Assists with developing, recommending and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
Applies the combination of tax knowledge and business/industry knowledge to recommend solutions.
Develops and implements a work plan that includes or organizes the Specialized Tax Services (STS) assistance on ongoing client projects.
Serves as a technical resource to peers within the region.
Manages written or phone inquiries from federal and state agencies with little or no assistance.
Ensures client service teams comply with firm policy regarding Written Tax Advice (WTA).
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the firm, or firm personnel.
Reviews studies of tax implications and offers clients alternative courses of action.
Researches and implements nonprofit tax strategies, including experimentation with promising new strategies.
Identifies and leverages lessons learned on prior projects, offering input on how to improve processes and methods.
Supervisory Responsibilities
Supervises RISE Nonprofit Tax Associates, Senior Associates, and Managers on all projects.
Reviews work prepared by Nonprofit Tax team and provides review comments.
Trains Nonprofit Tax team on how to use all current software tools and research skills.
Acts as a career advisor to Associates, Senior Associates, and Managers.
Schedules and manages workload of team members and provides verbal and written performance feedback.
Frames projects and issues for effective delegation.
Education
Bachelor’s degree in Accounting, Finance, Economics, or Statistics OR Bachelor’s degree in any other focus area and a CPA certification (required).
Master’s degree in Accountancy or Taxation (preferred).
Experience
Eight (8) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience (required).
Supervisory experience (required).
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or equivalent) (required).
Possession of other professional degrees or certifications applicable to role (preferred).
Software
Proficient with the Microsoft Office Suite (required).
Experience with tax research databases and tax compliance process software (preferred).
Other Knowledge, Skills & Abilities
Superior verbal and written communication skills.
Ability to effectively delegate work as needed.
Strong analytical, research and critical thinking skills and decision‑making skills.
Ability to work well in a team environment.
Ability to develop and manage a team of tax professionals.
Ability to compose written tax advice.
Ability to effectively develop and maintain client relationships.
Executive presence and the ability to act as the primary client contact for preparation and presentation of issues and resolutions to clients.
Salary Range Illinois: $140,000 – $190,000 Minnesota: $130,000 – $190,000 NYC/Long Island/Westchester: $150,000 – $200,000
About BDO USA BDO is a proud ESOP company committed to delivering exceptional experiences to middle‑market leaders. We emphasize diversity, inclusion, innovation, resilience, and sustainability. Our culture centers on meaningful connections, curiosity, and authenticity, providing flexibility, advancement opportunities, and a work environment where your impact matters. BDO offers comprehensive compensation and Total Rewards benefits, with special emphasis on our ESOP program that empowers employees share in the firm’s growth.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer—M/F/Veteran/Disability.
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Tax Senior Manager, Nonprofit
role at
BDO USA .
Job Description The Tax Senior Manager, Nonprofit (Senior Manager) is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, and identifying different methods of complying with tax regulations while acting as the primary client contact for complex nonprofit tax issues. In this role, the Senior Manager applies knowledge to understand potential tax disclosure, exemption, and unrelated business income issues, recognizes and communicates potential risks, and makes top‑level decisions regarding filing, preparation, and resolution of questions from federal and state agencies. The Senior Manager is a critical member of the regional Nonprofit Tax team, participates in marketing and networking within the area of expertise, and maintains client relationships as the primary contact for complex questions.
Job Duties Tax Compliance
Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures self and client service teams comply with firm policies, standards, and the BDO Tax Quality Manual (TQM).
Conducts review of T/R’s and resolves all tax issues with client; involves specialists where appropriate.
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
Reviews Forms 990, 990‑PF and 990‑T workpapers and disclosure for audited financial statements.
Plans and reviews the tax process and procedures, including:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing, including management of identified out‑of‑scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research
Identifies complex issues to be researched as needed; frames issues and reports the analysis clearly and concisely.
Involves firm specialists as appropriate.
Tax Consulting
Assists with developing, recommending and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
Applies the combination of tax knowledge and business/industry knowledge to recommend solutions.
Develops and implements a work plan that includes or organizes the Specialized Tax Services (STS) assistance on ongoing client projects.
Serves as a technical resource to peers within the region.
Manages written or phone inquiries from federal and state agencies with little or no assistance.
Ensures client service teams comply with firm policy regarding Written Tax Advice (WTA).
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the firm, or firm personnel.
Reviews studies of tax implications and offers clients alternative courses of action.
Researches and implements nonprofit tax strategies, including experimentation with promising new strategies.
Identifies and leverages lessons learned on prior projects, offering input on how to improve processes and methods.
Supervisory Responsibilities
Supervises RISE Nonprofit Tax Associates, Senior Associates, and Managers on all projects.
Reviews work prepared by Nonprofit Tax team and provides review comments.
Trains Nonprofit Tax team on how to use all current software tools and research skills.
Acts as a career advisor to Associates, Senior Associates, and Managers.
Schedules and manages workload of team members and provides verbal and written performance feedback.
Frames projects and issues for effective delegation.
Education
Bachelor’s degree in Accounting, Finance, Economics, or Statistics OR Bachelor’s degree in any other focus area and a CPA certification (required).
Master’s degree in Accountancy or Taxation (preferred).
Experience
Eight (8) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience (required).
Supervisory experience (required).
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or equivalent) (required).
Possession of other professional degrees or certifications applicable to role (preferred).
Software
Proficient with the Microsoft Office Suite (required).
Experience with tax research databases and tax compliance process software (preferred).
Other Knowledge, Skills & Abilities
Superior verbal and written communication skills.
Ability to effectively delegate work as needed.
Strong analytical, research and critical thinking skills and decision‑making skills.
Ability to work well in a team environment.
Ability to develop and manage a team of tax professionals.
Ability to compose written tax advice.
Ability to effectively develop and maintain client relationships.
Executive presence and the ability to act as the primary client contact for preparation and presentation of issues and resolutions to clients.
Salary Range Illinois: $140,000 – $190,000 Minnesota: $130,000 – $190,000 NYC/Long Island/Westchester: $150,000 – $200,000
About BDO USA BDO is a proud ESOP company committed to delivering exceptional experiences to middle‑market leaders. We emphasize diversity, inclusion, innovation, resilience, and sustainability. Our culture centers on meaningful connections, curiosity, and authenticity, providing flexibility, advancement opportunities, and a work environment where your impact matters. BDO offers comprehensive compensation and Total Rewards benefits, with special emphasis on our ESOP program that empowers employees share in the firm’s growth.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer—M/F/Veteran/Disability.
#J-18808-Ljbffr