Tax Director – Not-for-Profit (Private Foundations Focus)
EisnerAmper, San Francisco, CA, United States
Job Overview
We are seeking a Tax Director to join our team, with a specialized focus on not-for-profit tax, particularly private foundations. This is a highly technical leadership role offering the opportunity to serve as a subject matter expert in private foundation tax, supporting complex compliance and consulting engagements while partnering closely with firm leadership. This role plays a critical part in supporting and expanding the firm’s private foundation client base by delivering deep technical expertise and scalable solutions. This role can sit in any one of our office locations nationally.
Responsibilities
Serve as a technical leader and subject matter expert in not-for-profit tax, with a focus on private foundations and related entities
Lead and review complex tax compliance engagements, including Form 990-PF and related filings, ensuring technical accuracy and quality
Proactively advise internal teams and clients on private foundation tax matters, including excise taxes, distribution requirements, self-dealing rules, and governance considerations
Partner with engagement teams, client-facing partners, and senior stakeholders to deliver integrated tax solutions and provide technical expertise on complex issues
Oversee and manage multiple engagements, including planning, execution, staffing, and delivery, ensuring deadlines and quality standards are met
Serve as a go-to resource for complex private foundation tax matters, providing guidance on nuanced regulatory and compliance issues across engagements
Identify and resolve complex tax issues and provide practical, solution-oriented guidance
Mentor and develop tax professionals, fostering technical excellence and knowledge sharing within the tax practice
Collaborate across service lines to support cross-functional client needs, including advisory, audit, and broader tax services
Stay current on evolving tax legislation and regulatory developments impacting not-for-profit organizations and private foundations
Basic Qualifications
Bachelor’s degree in Accounting or related field
CPA required
10+ years of progressive tax experience within public accounting
Demonstrated deep expertise in not-for-profit tax, including private foundations, Form 990/990-PF, excise taxes, and related compliance requirements
Experience reviewing complex tax returns and managing engagements end-to-end
Proven ability to lead teams and manage multiple priorities in a fast-paced environment
Strong technical, analytical, and problem-solving skills
Preferred Qualifications
Master’s degree in Taxation, Accounting or related field
Experience in contributing to practice development, training, and technical thought leadership
Preferred Location: La Jolla
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
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Responsibilities
Serve as a technical leader and subject matter expert in not-for-profit tax, with a focus on private foundations and related entities
Lead and review complex tax compliance engagements, including Form 990-PF and related filings, ensuring technical accuracy and quality
Proactively advise internal teams and clients on private foundation tax matters, including excise taxes, distribution requirements, self-dealing rules, and governance considerations
Partner with engagement teams, client-facing partners, and senior stakeholders to deliver integrated tax solutions and provide technical expertise on complex issues
Oversee and manage multiple engagements, including planning, execution, staffing, and delivery, ensuring deadlines and quality standards are met
Serve as a go-to resource for complex private foundation tax matters, providing guidance on nuanced regulatory and compliance issues across engagements
Identify and resolve complex tax issues and provide practical, solution-oriented guidance
Mentor and develop tax professionals, fostering technical excellence and knowledge sharing within the tax practice
Collaborate across service lines to support cross-functional client needs, including advisory, audit, and broader tax services
Stay current on evolving tax legislation and regulatory developments impacting not-for-profit organizations and private foundations
Basic Qualifications
Bachelor’s degree in Accounting or related field
CPA required
10+ years of progressive tax experience within public accounting
Demonstrated deep expertise in not-for-profit tax, including private foundations, Form 990/990-PF, excise taxes, and related compliance requirements
Experience reviewing complex tax returns and managing engagements end-to-end
Proven ability to lead teams and manage multiple priorities in a fast-paced environment
Strong technical, analytical, and problem-solving skills
Preferred Qualifications
Master’s degree in Taxation, Accounting or related field
Experience in contributing to practice development, training, and technical thought leadership
Preferred Location: La Jolla
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
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