Tax Manager, High Net Worth / Foundations
Tax Manager, High Net Worth / Foundations
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Salary Not Disclosed
1 Vacancy
Job Description
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.
Offering more for your career
Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. Thats why we prioritize the following for our people.
Diversity Equity and Inclusion Advisory Council that advocates for important employee initiatives
Dedicated learning and development budget for each employee
Coaches and talent advisors who are dedicated to your career growth and development helping you thrive in the workplace
Referral performance and business development bonus opportunities
Offering more for your life
Our competitive benefits package is designed to positively impact your life outside of work.
Hybrid and flexible work environment
Employer-paid dependent care life insurance disability accident and critical illness and pet insurance
401(k) plan with company matching
PTO paid holidays and summer hours
Offering more for your community
Windham Brannon believes that we succeed as a firm when those in our community can succeed too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month and we provide regular volunteer support to several not-for-profit organizations throughout the year.
Our Tax practice is growing and we are looking to add a manager to the team
What you will be doing
- Interact closely with clients to provide innovative tax planning consulting and compliance expertise.
- Review form 990-PF for Private Foundations..
- Review of individual and trust income tax returns. Experience with non-profits partnerships and corporations is beneficial.
- Manage and implement multiple and often complex projects simultaneously which include client communication review of detailed calculations analysis data gathering and coordination of Windham Brannon and client resources.
- Conduct research and analysis for tax implications of federal and state Unrelated Business Income Tax (UBIT) issues related to nonprofit specific activities.
- Manage the preparation of Tax-Exempt Status Reinstatements including working with the client to gather or recreate the necessary information and review of Form 1023 Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.
- Collaborate with members of clients other outside advisors in providing holistic and comprehensive planning services to the client.
- Review and conduct research & analysis of a wide range of tax issues.
- Motivate and mentor junior staff members by providing them with leadership counseling and professional guidance.
- Be a resource for the firm regarding nonprofit financial best practices.
- Play a major role in helping to educate of staff working on Private Foundations and nonprofits of the tax laws and regulations including annual training of newly hired staff on Foundation and nonprofit tax preparation.
- Develop new business relationships with potential clients and outside advisors to grow Windham Brannons clientele base and work to foster on-going efforts to obtain additional opportunities for the Firm.
What you bring
- A minimum of 5 years of experience in Public Accounting; including previous work at the manager level
- An active CPA or Internal Revenue Service Enrolled Agent (EA) license
- 6 years of experience preparing and reviewing private foundations public charities and other nonprofits
- Prior experience supervising tax professionals on a project or engagement basis
- A strong sense of ownership for delivering responsive client service
- Excellent communication and time management skills
*Atlanta or Chattanooga based candidate preferred but would consider remote (EST or CST time zone).
Required Experience:
Manager
Employment Type
Full-Time
