In-House
Costa Mesa, CA
Attorney in Costa Mesa, CA
Non-practicing Attorney
Min 5 yrs required
No
Job Title: Tax Manager - Tax Exempt
Job Responsibilities:
As a Tax Manager within the Tax-Exempt practice, you will dedicate at least half, and potentially up to 100%, of your time serving non-profit clients such as health care providers or plans, private foundations, public charities, higher educational institutions, and other non-profit organizations. Your primary focus will be on providing tax compliance and consulting services, which include restructuring, acquisition planning, tax controversy, philanthropic tax planning, and unrelated business tax consulting. You will be expected to work directly with sophisticated clients, manage the tax engagement team, and have access to a group of specialists when necessary. Additionally, you will be part of a strong support system from company leadership to ensure your success in this role and your career. You will interact and collaborate with like-minded Tax-Exempt specialists nationwide regularly.
Specific responsibilities include:
- Maintaining and developing strong client relationships on various federal tax consulting and compliance engagements.
- Advising clients on a variety of tax issues, including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.
- Overseeing federal tax compliance and consulting projects that require tax analysis for a variety of entities and their affiliates.
- Managing engagement workflow, engagement team resources, and engagement billing.
- Providing technical training, leadership, counseling, and career guidance for the development and motivation of the engagement team.
Education and Experience Information:
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
- 5+ years of experience in federal taxation with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s), including a combination within health care providers, health plans, private foundations, and other community organizations.
- Bachelor's degree in Accounting, Business, Finance, or other business-related field.
- One of the following active accreditations obtained:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed attorney.
- Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
Preferred:
- Advanced degree such as a Masters of Tax, JD, and/or LLM.
- Previous Big 4 or large CPA firm experience.
- Solid understanding and experience with federal tax compliance, tax analysis, and tax research.
- Solid understanding of mergers, acquisitions, and restructuring specific to tax-exempt organizations.
- Excellent research and writing skills.
- Excellent presentation and communications skills.
- Strong management experience.
- Strong analytical skills.
Salary Information:
The wage range for this role considers a 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. A reasonable estimate of the current range is $93,660 to $213,200. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Company Culture and Benefits:
At the company, great people make a great organization. The company values its people and offers employees a broad range of benefits. The inclusive culture empowers individuals to be who they are, contribute their unique perspectives, and make a difference individually and collectively. This enables the company to leverage different ideas and perspectives, bringing more creativity and innovation to help solve clients' most complex challenges. The company's purpose is to make an impact that matters for its people, clients, and communities. This purpose is synonymous with how the company works every day, defining who they are. The company offers opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, professionals have a variety of opportunities to continue growing throughout their careers.
Legal and Equal Employment Opportunity Information:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Jun 11, 2025
|
May 26, 2025
|
Tell us where to send your access instructions: