Tax Manager

  • Location
    New York
  • Posted
  • Start Date
  • Salary
    USD100000 - USD130000 per annum
  • Expiry Date


  • Manage all aspects of the tax cycle, with a focus on the annual form 990-PF and 990-T filings for two entities, along with related quarterly estimates, extensions and accompanying forms.
  • Partner with external tax prepares for successful filing of all federal and state returns. Maintain internal tax schedules and compliance processes and provide requested items to external tax preparers.
  • Responsible for recording, tracking and analyzing investment activity for tax and GAAP reporting. Maintain cost-basis investment schedules and calculate realized gains for tax purposes. Analyze incoming K-1s and similar investment schedules for the purpose of calculating the Foundation’s taxes.
  • Monitor the foundation’s activities for compliance with IRS rules for private foundations, and escalate as appropriate. Collaborate with cross-functional teams on Foundation-wide compliance initiatives. Maintain tax- and compliance-specific records, including disqualified persons and self-dealing, minimum distributions, excess business holdings, jeopardizing investments, and taxable expenditures.
  • Manage recurring tax reporting requirements and respond to external requests, inclusive of tax notices, regulatory filings and surveys.
  • Monitor and calculate unrelated business taxable income (“UBTI”) generated by the Foundation’s activities.
  • Maintain and analyze tax-specific accounts used to track UBTI, grant disbursements subject to expenditure responsibility requirements and other similar accounts required for regulatory reporting.
  • Remain current on US GAAP, IRS regulations and other regulatory developments impacting private foundations.
  • Research technical accounting and tax issues and draft accounting memos to document complex matters/decisions. Coordinate with management, external auditors and tax accountants where appropriate.
  • Support ongoing efforts to improve processes and automate manual tasks. Propose strategies to make operations more efficient.
  • Take on any additional responsibilities or special projects as needed.



  • Bachelor’s degree in accounting, tax, finance or business is preferred. Other degrees will be considered based on level of relevant experience.
  • CPA or CPA license in progress


  • At least five years of relevant tax and accounting experience is required.
  • Experience with larger organizations with varied lines of business, and experience with complex investment portfolios is preferred.
  • Experience with exempt organizations, either in public accounting or in industry is preferred.
  • Experience with private foundations and familiarity with Chapter 42 excise taxes is a plus.

Related Skills & Other Requirements

  • Must possess strong verbal and written communication skills
  • Must be detail oriented with strong organizational, analytical and problem-solving skills
  • Must demonstrate initiative and critical-thinking skills and the ability to prioritize workload to deliver high-quality results on time
  • Adaptive to a dynamic, rapidly growing work environment
  • Strong team player while also having ability to manage work independently

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.

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