Senior Tax Accountant-Exempt Organizations
This position is open to qualified candidates anywhere within our geographic footprint and can be fully remote.
About the role
We are currently seeking a talented Senior Tax Accountant to join our firm. As a Senior Tax Accountant, you will provide tax compliance and consulting services to a wide variety of exempt organizations, foundations, and other tax-exempt entities. You'll collaborate with an experienced team of exempt organization tax specialists to deliver an exceptional experience to clients while developing deep technical expertise in a highly specialized area of tax practice. This role offers meaningful client interaction, opportunities for professional growth, and the chance to make a positive impact by serving organizations that strengthen our communities. The ideal candidate is detail-oriented, collaborative, and eager to develop professionally.
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 planning tax 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.
- Utilize 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.
- CPA license or active progress toward CPA licensure preferred.
- 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%).
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.