Senior Tax Accountant-Exempt Organizations

Overview

This position is open to qualified candidates anywhere within our geographic footprint and can be fully remote.

The role involves providing tax compliance and consulting services to a wide variety of exempt organizations, foundations, and other tax-exempt entities. The Senior Tax Accountant will collaborate with an experienced exempt organization tax team, develop specialized technical expertise, interact directly with clients, and support organizations that strengthen their communities. Responsibilities and client leadership opportunities will be commensurate with experience.

Responsibilities

• Prepare federal, state, and local tax returns for exempt organizations, including Forms 990, 990-T, and 990-PF.
• Assist with tax consulting projects and tax planning engagements.
• Research federal and state tax issues affecting exempt organizations, including tax-exempt hospitals.
• Prepare workpapers and supporting documentation in accordance with firm standards.
• Communicate with clients to obtain information, answer questions, and resolve tax issues.
• Respond to IRS and state tax notices.
• Manage multiple client engagements while meeting multiple deadlines.
• Use tax software and technology to improve efficiency and accuracy.
• Stay current on tax law developments affecting exempt organizations.
• Manage day-to-day client communications appropriate to experience.
• Collaborate with an experienced team dedicated exclusively to exempt organization taxation.

Requirements

• Bachelor’s degree in accounting.
• 2+ years of public accounting or related tax experience.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work both independently and collaboratively.
• Ability to travel locally with occasional overnight travel (less than 5%).

Preferred Qualifications

• CPA license or active progress toward CPA licensure preferred.

Equal Employment Opportunity

The employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Candidates must be authorized to work in the United States without current or future employer sponsorship.

Agency candidates will not be considered for this position.

Location

This position can be fully remote and is open to qualified candidates anywhere within our geographic footprint.