Tax Senior Associate - Exempt Organizations Tax Services

Overview

This role supports the organization’s National Tax Team within the Exempt Organizations Tax Services practice.

The employer is a hybrid organization. This position is considered remote, meaning daily duties do not need to be performed within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Prepare and review 990 tax returns.
• Prepare and review 990-PF tax returns.
• Prepare and review 5500 tax returns as needed.
• Support prior tax and/or audit work related to 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.
• Experience with tax compliance and research software, including:
  • ProSystem
  • BNA portfolio and projection
  • CCH Axcess
  • RIA

Preferred Qualifications

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

Compensation & Benefits

The organization offers a Total Rewards package that includes:

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

Location

Remote (no requirement to perform duties within proximity of an office). Scheduled notice may be provided for client work, team meetings, or trainings.

Equal Opportunity Statement

The employer is an equal opportunity employer committed to a diverse and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against based on disability.

Accommodation

If you are an individual with a disability and need assistance during the recruitment process, contact the employer’s accommodations support channel.