Tax Director: Nonprofit
Perkins & Co
Portland, oregon
Job Details
Full-time
Full Job Description
We’re looking for someone who is ready and excited to lead our nonprofit practice! This is a great next career step for a Senior Manager or a current Director who lacks opportunity for growth at their current firm because this role is developmental and could have a path to Shareholder (if desired; not required). Our nonprofit practice is robust, but not enough to keep someone busy full-time so this role will be split about 50/50 between 990s and 1040s in the short-term. As the new Director builds the practice, the amount of time focused on tax exempt clients will increase correspondingly.
Work whenever and wherever you want.
We don’t just accommodate remote work, we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the country, but they work together seamlessly and successfully. We trust you to get your work done, whether you’re in person, hybrid, or fully remote.
A culture where flexibility and balance add up to success.
Our leadership team knows that public accounting is a demanding profession, which is the very reason for our ‘people-first’ culture. What works best for you works best for us.
Perkins empowers its staff with reasonable expectations around working hours: Full-time senior managers have a goal of 1325 charge hours (2300 total hours), generally without the expectation that you’ll work weekends—unless that’s your thing.
Time off to recharge.
Empowering our staff with ample time off is central to how we operate and an important component to giving you the time you need to recharge. In addition to 5 weeks of PTO, enjoy 14.5 paid holidays and paid leave options, including parental leave.
A smart move for your career.
Join our team, and you’ll work with a damn good group of seasoned accounting professionals who thrive on a culture of respect, support, and being refreshingly easygoing, without sacrificing crucial career development and experience.
We’ll give you the tools and resources to do your best work and mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches. Our open-door policy gives you easy access to leadership, and our “choose your own adventure” approach to career development allows you to grow your career the way you want. We invite you to focus on your passions, promote you when you’re ready, and celebrate each career milestone you experience with us.
What makes you a fit for this role?
- Active CPA license
- Expertise in nonprofit clients and review/signing of forms 990, 990-PF, 990-T (UBTI)
- Expertise in individual clients and review/signing of 1040s including all schedules
- Deep experience with 501(c)(3) (both public charities and private foundations) and 501(c)(6) clients is required; experience with 501(c)(4), 501(c)(5), 501(c)(6), 501(c)(7), and 527 organizations is preferred
- Consulting experience on matters such as gifts of stock to a private foundation, self-dealing, conversions, applications for exempt status, distribution planning, etc.
- 8+ years of recent experience in public accounting (or combination of industry and public accounting) that includes working in a paperless and cloud environment, reviewing and signing complex returns per the forms and organization types described above, researching complex tax issues, managing client engagements, supervising project teams, establishing effective partnerships with clients, billing, and business development. Your skills and experience will enable you to meet the following expectations of the Nonprofit Practice Leader:
- Drive strategy development and implementation, profitability, and growth for the nonprofit practice
- Promote collaboration between service lines to provide high quality client service
- Review nonprofit entity returns prepared by the team and provide constructive feedback to develop their personal and professional skills; sign all returns
- Conduct tax research and advise clients on various tax issues
- Foster teamwork and innovation to enhance the client service experience
- Develop and motivate engagement teams by providing mentorship, leadership, coaching and career guidance; Ensure continuous improvement and development of tax professionals
- Demonstrate and maintain technical expertise
- Seek opportunities to expand leadership within the firm by getting involved in various aspects of the firm such as training and development, recruiting, updating processes/procedures, etc.
- Excellent communication skills
- Proven ability to give and receive positive and constructive feedback
- Organized, detail-oriented, and good problem-solving skills
- Ability to adopt new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement)
- Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate
Compensation and benefits:
- Salary range is $130K - $190K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR
- 401(k) profit sharing plan; immediate vesting of employer contributions
- 14.5 paid holidays, 5 weeks of paid time-off (PTO), parental leave
- Incentive plan for sales leads
See our full list of benefits.
A company you’ll feel proud to be part of.
We don’t like to brag, but we have some significant accolades under our belt—all thanks to our passionate teams. At Perkins, we feel good about our work and love that our community feels good about it, too.
- Majority women-owned
- 3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal)
- Best of Accounting Diamond Award for Exceptional Client Service (ClearlyRated)
- 15 years on Oregon’s Most Admired Companies list (Portland Business Journal)
- America’s Best Tax and Accounting Firms (Forbes)
- We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing)
- Best Accountant of Portland (Willamette Week reader’s poll)
Does Perkins sound like the perfect fit for you? We keep it simple: just submit your resume or LinkedIn profile—no tedious application form or cover letter required. You may also email our recruiting team (Areena McLaughlin and Julie Brodell-Martin) at careers@perkinsaccounting.com if you have questions.
Perkins & Co is an Equal Opportunity Employer
Benefits
Being a local firm gives us the advantage to do what our employees want. Being a great company takes more than just having a sleek office, fun events and wild parties, all of which we do have, coincidentally.
Perkins & Co offers competitive salary, 401(k) profit sharing plan with immediate vesting of employer contributions, generous paid time off plan, incentive plan for sales leads, a comprehensive health and disability insurance package, and more! Please visit our website for more information (www.perkinsaccounting.com)