Tax Senior Associate - Exempt Organizations Tax Services

Overview

This role is a Tax Senior Associate position supporting the Exempt Organizations Tax Services team within the organization’s National Tax Team.

The employer operates in a hybrid work model. This position is considered remote, meaning routine job duties do not need to be performed within proximity of a company office. Remote employees may be required to visit an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Prepare and review 990 and 990-PF tax returns
• Prepare and review 5500 tax returns as needed
• Support prior tax and/or audit work involving Not-for-Profit entities

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus
• CPA, LLM, or JD is preferred
• Minimum of 3 years of progressive tax experience
• Strong tax research skills
• Excellent communication and presentation (verbal and written) skills
• Exceptional client service skills
• Proven competence with MS Office and tax compliance and research software, including:
  • ProSystem
  • BNA portfolio and projection
  • CCH Axcess
  • RIA

Preferred Qualifications

• Previous tax and/or audit experience with Not-for-Profit entities

Compensation & Benefits

• Robust Total Rewards package
• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for employees to volunteer

Location

Remote (with possible scheduled office attendance for client work, team meetings, or trainings)