Join a team that values your ambition and empowers your growth. As a Tax Director, you will lead our Private Foundation and Tax-Exempt Organizations practice, serving as a strategic advisor to sophisticated clients navigating complex federal excise tax rules, grant-making compliance, and investment income taxation.
Requirements
- Serve as day-to-day client contact and trusted advisor for a portfolio of large private foundations and related exempt entities
- Lead the preparation, review, and filing of complex Forms 990-PF (Return of Private Foundation), Form 990 (for public charities), and Form 990-T (Exempt Organization Business Income Tax Return), along with multi-state reporting requirements
- Manage client engagement timelines, staff assignments, and quality control review processes
- Provide proactive guidance on Chapter 42 provisions, with particular emphasis on identifying and preventing self-dealing transactions between foundations and disqualified persons
- Advise on taxable expenditure rules, including expenditure responsibility requirements for grants to non-public charities and foreign organizations
- Monitor and counsel clients on excess business holdings, jeopardy investments, and related penalty excise tax exposure
- Analyze complex investment portfolios—including hedge funds and private equity fund K-1s, as well as other alternative investments—to calculate UBTI and identify debt-financed income issues
- Advise on UBTI siloing rules and optimize allocation of net operating losses across separate trades or businesses
- Manage calculation and monitoring of the annual 5% minimum distribution requirement (distributable amount) to ensure timely qualifying distributions
- Advise on grant timing strategies, set-aside elections, and program-related investments to optimize philanthropic impact while maintaining compliance
- Research and advise on foundation formation, termination, and conversion strategies
- Monitor legislative and regulatory developments affecting tax-exempt organizations and communicate impacts to clients and internal teams
- Supervise, mentor, and develop tax staff and seniors; and provide ongoing technical training
- Collaborate with colleagues on estate planning and integrated income tax planning opportunities
- Opportunity to coordinate with wealth advisors around the US to support their service delivery to clients with Private Foundations or other meaningful philanthropic intentions
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
