Tax Senior - Non-Profit Organizations

Overview

A mid-size accounting firm is seeking a Senior Tax professional to join their growing Tax Department. This role involves preparing and reviewing various Forms 990 for Non-Profit/Exempt Organizations, providing advisory services, and supervising associate staff. The ideal candidate will have 3-5 years of experience working with Forms 990 and 1-2 years of review and advisory experience related to Non-Profit/Exempt Organizations, including UBIT compliance.

Responsibilities

• Prepare and review tax returns, primarily Forms 990
• Supervise and review work prepared by associate staff members
• Conduct research on tax issues using various resources
• Advise clients proactively on tax opportunities and best practices
• Communicate effectively with clients
• Ensure compliance with firm policies, AICPA professional conduct rules, and relevant IRC sections

Requirements

• Bachelor's degree in Accounting or related discipline
• Minimum of 3 years of relevant experience, with significant experience preparing and reviewing Forms 990
• CPA and/or EA license preferred or in progress
• Proficient with MS Office Suite (Outlook, Word, Excel)
• Familiarity with QuickBooks, CCH Axcess, Adobe, Depreciation Solutions, Caseware is desired
• Ability to perform essential job functions with or without reasonable accommodations

Preferred Qualifications

• 1-2 years of review and advisory experience for Non-Profit/Exempt Organizations, including UBIT-related compliance
• Strong research skills and knowledge of pertinent IRC sections and regulations

Compensation & Benefits

• Base salary range: $80,000 - $110,000 annually, depending on experience
• 401(k) Retirement Plan
• Three weeks paid time off
• Nine paid holidays
• Medical, dental, vision, life, short-term and long-term disability insurance
• CPA bonus program
• Formal career development program
• Community involvement opportunities
• 40 hours of sponsored CPE, including access to a podcast learning platform

Note: Candidates residing in California or New York will not be considered at this time.

Location

Not specified. Candidates must be eligible to work in the United States and meet the residency restrictions noted above.