Sara Smith

Sara Smith is a seasoned tax professional specializing in exempt organizations with extensive experience in tax return review and advisory services for various nonprofit entities. Sara's career includes roles at RSM US LLP as an Exempt Organization Tax Manager, where responsibilities encompassed tax return reviews, advisory work on governance and compliance issues, and staff development. After a brief tenure as a Tax Senior Manager at Marcum LLP, Sara transitioned to CBIZ following Marcum's acquisition, continuing similar work with a focus on nonprofit tax matters and team leadership. Educationally, Sara holds a Bachelor of Science in Accountancy from Miami University. Presentations and publications on exempt organization tax topics at significant professional forums, such as the Greater Washington Society of CPAs, further emphasize Sara's expertise in the field.