Tax Manager, High Net Worth / Foundations - Remote

Overview

Windham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

In Short

• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
• Review form 990-PF for Private Foundations.
• Review individual and trust income tax returns.
• Manage and implement multiple and often complex projects simultaneously.
• Conduct research and analysis for tax implications of federal and state UBIT issues.
• Manage the preparation of Tax-Exempt Status Reinstatements.
• Collaborate with outside advisors to provide comprehensive planning services.
• Motivate and mentor junior staff members.
• Be a resource for nonprofit financial best practices.
• Develop new business relationships to grow clientele.

Requirements

• A minimum of 5 years of experience in Public Accounting.
• An active CPA or IRS Enrolled Agent license.
• 6+ years of experience with private foundations and nonprofits.
• Prior experience supervising tax professionals.
• A strong sense of ownership for delivering client service.
• Excellent communication and time management skills.

Benefits

• Hybrid and flexible work environment.
• Employer-paid dependent care, life insurance, and disability.
• 401(k) plan with company matching.
• PTO, paid holidays, and summer hours.
• Dedicated learning and development budget for each employee.