Tax Manager – Exempt Organizations

Cherry Bekaert is seeking a Tax Manager – Exempt Organizations to join its growing team in East Helena, Lewis and Clark County, US. This role offers a competitive salary of $139,990.64 and the chance to lead tax services for not‑for‑profit clients.

Key Responsibilities

• Lead tax compliance and consulting engagements for exempt organizations, ensuring adherence to IRS regulations and state tax laws.
• Prepare, review, and sign off complex tax returns (Form 990, state filings, etc.) and related schedules.
• Provide strategic tax planning advice to nonprofit executives and board members.
• Mentor and develop junior staff, including Tax Seniors and Associates.
• Stay current on legislative changes affecting the not‑for‑profit sector and communicate impacts to clients.
• Collaborate with audit, advisory, and other service lines to deliver integrated solutions.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• Minimum 5 years of public‑accounting experience working with exempt organizations.
• Strong knowledge of IRS Publication 4221, Form 990 series, and state nonprofit tax filings.
• Excellent written and verbal communication skills.
• Proven ability to manage multiple client engagements and meet tight deadlines.

What We Offer

• Competitive salary of $139,990.64 annually.
• Opportunities for professional growth without relocation.
• Supportive, energetic culture with a focus on mentorship.
• Comprehensive benefits package.

Frequently Asked Questions

What type of clients will I work with as a Tax Manager at Cherry Bekaert?

You will primarily serve not‑for‑profit and exempt organizations, handling their tax compliance, planning, and advisory needs.

Is CPA certification required for this position?

A CPA is preferred but not mandatory; relevant experience with exempt organizations is essential.

Can a Tax Senior apply for this role?

Yes, Cherry Bekaert may consider qualified Tax Seniors for this position based on experience and cultural fit.