Tax Senior Manager (Non-Profit)

Posted 7 Days Ago
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Philadelphia, PA
5-7 Years Experience
Fintech • Payments • Financial Services
The Role
Seeking a Nonprofit Senior Manager at Marcum LLP to oversee accounting and taxation practices for entities in the nonprofit sector. Responsibilities include planning engagements, preparing tax returns, conducting research on complex tax matters, setting revenue goals, managing risk, and developing staff. Must have 5+ years of experience in finance and demonstrate strong technical knowledge. Full-time position with competitive salary and benefits in Philadelphia, PA.
Summary Generated by Built In

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP is seeking a Nonprofit Senior Manager to join our growing and well established national firm in our Philadelphia, PA office.

The Tax Senior Manager is responsible for using their specialized education in the fields of accounting and taxation to apply professional independent judgment and skepticism while overseeing accountants. The senior manager develops and maintains expertise on specialized accounting and taxation practices applicable to entities in the industry or specialization including unrelated business income, tax-exemption issues, private foundations, public support test and experience with IRS examinations. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.
Essential Duties:

  • Effectively plan multiple engagements simultaneously, managing operations and revenue, and delegates to and supervises associates. Considered a primary resource of technical knowledge and demonstrates sound knowledge of topics through a broad range of experiences
  • Prepare federal and state tax returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns. Assumes responsibility for complex tax returns.
  • Successfully completes research on highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions in the circumstances
  • Set achievable “new business” as well as “cross-selling” revenue goals for current and subsequent years. Utilizes the Business Development Platform to track opportunities and wins
  • Participate in client proposals, planning and attendance
  • Initiates risk management strategies and tactics. Identify and communicates areas of exposure to risk, and participates in discussions to mitigate the risk. Ensure quality control procedures are being executed
  • Manage people and functions through the following skills, but not limited to; coaching, decision making, problem solving, strategy & planning, delegation, leadership and team building

Additional responsibilities:

  • Proactively participate in professional development opportunities, i.e. Mentoring Program, Coaching, Continuing Professional Education Courses, etc.
  • Keep current on professional pronouncements (i.e. tax law changes, FASB/ASC, pronouncements, etc.)
  • Contributes to articles or other media to be included in the Firm’s newsletters and/or industry publications by assisting with research and writing projects, or other media.
  • Displays willingness to participate in Firm marketing and recruiting activities. Help identify and recruit quality candidates.
  • Working beyond standard hours is expected during busy season
  • Minimal travel to client sites may be required
  • Additional responsibilities, not listed above may be expected as needed

Qualifications:

  • BA/BS/MS in Accounting or Tax from an accredited college or university (minimum of 150 college credits earned before start date). Masters in Taxation degree or LLM in Taxation preferred
  • Must have CPA license
  • Working knowledge of tax laws/Generally Accepted Accounting Principles
  • Firm understanding of tax-exempt organizations, IRC and related law
  • Experience reviewing Form 990 and training staff and seniors to prepare the form
  • 1+ years of relevant public accounting experience preferred; experience in tax provision a plus
  • Basic technology skills with proficiency in Excel, Word & PowerPoint required.
  • Working knowledge and experience with ProSystem Fx Engagement Tax, CCH Axcess, CCH Caseware, and Go File Room are a plus
  • Working knowledge of federal and state tax compliance
  • Knowledge and experience in ASC 740 tax provision
  • Strong verbal and written communication skills and be able to listen effectively
  • Able to liaison between Audit and Tax and clients.
  • Excellent judgment and the ability to work independently.
  • Very good training skills and the ability to supervise large engagements.
  • Effective time management, organizational, and analytical abilities.
  • Flexibility and openness to work on a variety of assignments; able to multi-task.
  • Work well under pressure and with a team; able to meet deadlines with accuracy
  • Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research

#LI-BL2

Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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The Company
Houston, Texas
3,502 Employees
On-site Workplace
Year Founded: 1951

What We Do

Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals.

Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.

Marcum offers a complete spectrum of tax, assurance and advisory services. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services.

Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum

CLIENT-DRIVEN
Understanding our clients’ businesses, helping them identify their needs and meet their challenges, and uncovering opportunities that propel them towards success is Marcum’s mission. Our own success is based on our commitment to building meaningful, trusted relationships with our clients, creating positive service experiences, and delivering unexpected value wherever and whenever we can, while maintaining our professional independence and objectivity.

Marcum is committed to providing the most thorough, insightful, and expeditious service, according to the highest ethical standards.

COMMITMENT TO EXCELLENCE
From the way we service clients to the training and development of our professionals, Marcum is committed to excellence in every aspect of our operation.

Our focus on client success compels us to look beyond the numbers to see the opportunities, challenges, and solutions in every engagement. Innovation, proactivity, teamwork, and open communication are the hallmarks of our approach.

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