[Hiring] Nonprofit Tax Manager @Castlerock Consulting

Role Description

Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance reporting. This is a part-time, fully remote position with flexible hours, reporting to our Director of Compliance. Compensation $55–$70/hour (SF Bay Area rate). Geographic adjustments apply for candidates outside the Bay Area.

• Client Relationship Management
  • Act as the primary point of contact for clients during the filing season.
  • Strengthen relationships with client leadership to position SSC as a trusted, long-term partner.
  • Maintain a high level of engagement during the tax preparation process.
  • Proactively identify client needs and collaborate to develop effective solutions to completing their filings.
  • Guide nonprofit boards and executive directors through the narrative sections of the 990 to ensure their "mission story" is told accurately.
  • Deliver high-quality 990 and related preparation and filing services to clients.
  • Resolve client issues and concerns in a timely and effective manner through constant communications.
• 990 Preparation and Filings
  • Work with the Director of Compliance to set up the client engagement, including preparation of the engagement letter, schedule, information requests, and fees.
  • Manage the full lifecycle of IRS Form 990, 990-EZ, and 990-N filings and related State filings.
  • Collaborate with the client to obtain the information to timely file the Federal and State forms.
  • Review client financial statements (Balance Sheet, Income Statement, etc.) to accurately transpose data into tax software.
  • Prepare complex schedules, including Schedules A, B, D and O, and other schedules as needed, and ensure all disclosures meet IRS requirements.
  • Ensure the filing of the regulatory compliance forms meeting the schedule or deadlines.
  • Send our services invoice to the client and follow up on collections.
• Other Filings
  • Support other nonprofit related compliance filings (e.g., 1023, 990-PF, 990-T, RRF-1, CA199 etc.)
  • Lead nonprofit dissolution compliance filings.
  • Annual 1099 filings in January and beyond.
  • Provide letters to Federal and State agencies regarding client fines and penalties, and other similar matters.
• Regulatory Expertise
  • Maintain a deep, current understanding of IRS Form 990 instructions and changing tax laws affecting exempt organizations.
  • Monitor "red flag" areas such as unrelated business income (UBI), excess benefit transactions, and lobbying activities.
• Tax and Compliance Resource
  • Provide nonprofit tax and compliance subject matter expertise to all of SSC.
  • Respond to client queries regarding nonprofit regulatory compliance filings.
  • Research specific state filing requirements.
  • Help develop internal templates and workflows to improve filing efficiency.
• General Responsibilities
  • Represent Shining Star: Lead by example of upholding our company values, meeting goals and contributing to our mission.
  • Participate, lead and learn: Lead and engage in individual and team training and meetings.
  • Communicate effectively: Respond to company communications promptly.

Qualifications

• 5+ years of tax compliance experience in Tax and Compliance, some of which must be in nonprofit returns.
• Strong communication and organization skills.
• Ability to manage multiple priorities and deadlines in a dynamic environment involving many clients.
• EA, or working towards certification.
• Proficiency in tax software and systems including MS Word and Excel.

Requirements

• Nonprofit tax and accounting experience.
• Degree in a relevant field (e.g., business administration, public administration, nonprofit management).
• CPA or working towards certification, not required but helpful.
• Proven track record of complete and timely compliance filings.

Benefits

• Competitive pay rate of $55-$70 per hour, depending on experience and home location. Geographic adjustments apply for candidates outside the Bay Area.
• Medical, Dental, and Vision insurance for full-time employees and some part-time employees.
• Short-term disability, Long-term disability, and Life insurance for full-time employees only.
• All employees have access to SIMPLE IRA retirement savings plan with employer contribution.
• PTO at a competitive accrual rate.