Tax Director - Nonprofit (NFP)

United States·Santa MonicaFull-timeexecutive

OtherTax Director

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Quick Summary

Overview

About BPM BPM—where caring and community are in our company DNA. As a Tax Director on our Nonprofit Team, you will lead complex exempt‑organization tax engagements, mentor high‑performing teams, and help mission‑driven clients maximize impact through proactive tax strategies.

Technical Tools

excel

About BPM

BPM—where caring and community are in our company DNA. As a Tax Director on our Nonprofit Team, you will lead complex exempt‑organization tax engagements, mentor high‑performing teams, and help mission‑driven clients maximize impact through proactive tax strategies. Working with BPM means using your experiences, broadening your skills, and reaching your full potential—while making a positive difference for clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter

You will serve as a senior advisor to nonprofit clients (public charities, private foundations, associations, hospitals/health systems, schools, cultural institutions, and international NGOs), ensuring technical excellence in tax compliance and consulting while advancing practice growth, team development, and client experience.

Note: Candidates within 45 minutes of a BPM office will be expected to follow a hybrid schedule.

Lead compliance for complex exempt‑organization filings, including Forms 990/990‑PF/990‑T, related schedules (e.g., A, K, R), state filings, and multi‑jurisdictional requirements; oversee quality reviews and risk management.

Advise on UBIT/UBTI analyses, structuring of program‑related investments (PRIs), joint ventures, partnerships/LLCs, and alternative investments; design policies to mitigate tax risk.

Guide exemption matters (e.g., Forms 1023/1024, reorganizations, public‑support tests, private‑foundation excise tax, Chapter 42 concerns) and handle IRS/state controversy support.

Partner with audit/advisory teams on tax topics connected to financing, bond compliance, endowments, contributed‑revenue models, and grant/award implications.

Drive client experience and growth: scope and price engagements, lead proposals and thought leadership, cultivate C‑suite/board relationships, and develop industry eminence.

Lead and coach managers/seniors/associates; set clear expectations, deliver timely feedback, build training content, and champion inclusion and belonging across the team.

Contribute to practice leadership: refine methodologies, strengthen workflows, and advance data/automation in the NFP tax practice.

Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.

Credentials: CPA or EA (required). MS‑Tax or JD/LLM preferred.

Experience: 10+ years in exempt‑organization tax with progressive leadership; deep hands‑on expertise with 990/990‑PF/990‑T, UBIT, public‑support tests, private‑foundation rules, and multi‑state filings; controversy experience a plus.

Technical Excellence: authoritative knowledge of IRC sections applicable to exempt orgs, partnership taxation as it relates to NFP investments, and state/local requirements; strong research, writing, and review skills.

Leadership & Business Development: visible leadership in practice initiatives; ability to take on larger/more complex clients, run engagements end‑to‑end, meet economic goals, and coach/develop staff; active community involvement aligned with our values.

Client Influence: executive presence with boards, finance committees, and senior management; clear communication of complex tax concepts to non‑tax audiences.

Tools: proficiency with leading tax software/workflow platforms; comfort with data/automation to enhance efficiency and insights

Balance & Flexibility: 14 firm holidays (including 2 floating), Flex PTO, paid family leave, winter break, summer hours, and remote work options.

Total Rewards: personalized benefits, including 401(k) employer match; multiple medical, dental, vision offerings with up to 90% employer‑paid premiums; and pet insurance.

Well‑Being: interactive wellness platform, progressive mental‑health resources, and Colleague Resource Groups (CRGs).

Professional Development: performance‑based bonuses, dedicated coaching, and rich learning through BPM University.

Caring people who put others first

Self-starters who embody the BPM entrepreneurial spirit

Authentic individuals with a diverse point of view

Lifelong learners with a drive to excel

Resilient people who rise to the occasion