Tax Senior Associate - Exempt Organizations Tax Services

Overview

A professional services and business advisory firm is seeking a Remote Tax Senior Associate to join their Exempt Organizations Tax Services team. This role supports the National Tax Team and contributes to the broader tax practice. The position is remote, with occasional requirements to attend office locations for client work, meetings, or training.

Responsibilities

• Prepare and review IRS Form 990 and 990-PF tax returns
• Prepare and review Form 5500 tax returns as needed
• Utilize previous tax and/or audit experience with Not-for-Profit entities

Requirements

• Bachelor's degree in Accounting; Master's degree in Tax is a plus
• CPA, LLM, or JD preferred
• Minimum of 3 years of progressive tax experience
• Strong tax research skills
• Excellent verbal and written communication and presentation skills
• Exceptional client service skills
• Proficiency with MS Office and tax compliance and research software such as ProSystem, BNA Portfolio and Projection, CCH Axcess, and RIA

Preferred Qualifications

• Experience working with exempt organizations and not-for-profit tax matters
• Ability to collaborate on thought leadership, webinars, and seminars
• Growth mindset with eagerness to expand knowledge across tax specialties and industries

Compensation & Benefits

• Salary range in California: $80,000 - $120,000, dependent on skills, experience, qualifications, location, and applicable laws
• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to comprehensive learning and development platforms

Location

• Remote position with flexibility; may require occasional presence at an office location with scheduled notice

Equal Opportunity

The employer is committed to building a diverse, equitable, and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran status, or disability. Accommodations are available for individuals with disabilities during the recruitment process upon request.