Senior Tax and Grant Analyst

About the role

The role is hybrid out of Pennsauken, NJ. POSITION SUMMARY: The Senior Tax and Grant Analyst will support ongoing tax compliance activities and provide financial and compliance oversight to donations and grants received by BAYADA Home Health Care.

Responsibilities

• Demonstrate and communicate the core values of BAYADA and The BAYADA Way.
• Develop working knowledge of BAYADA’s mission, services, people, organization, policies and procedures.
• Build trust and rapport with colleagues across the organization, as well as external stakeholders.
• Support the discovery of new grant opportunities administered by Federal, State, Local, and Private Payors.
• Research the reporting requirements of grant opportunities; gauge the anticipated effort needed to maintain/produce such reports.
• Collaborate internally and, if needed, externally to determine the compliance implications of grants and donations.
• Support the grant application process, conducting analysis and/or furnishing related documentation upon request.
• Determine the permissible use of awarded dollars within the confines of the grant agreement.
• Cascade this information to business leaders, providing consultation as specific questions/scenarios may arise.
• Aid in creating grant-specific budgets, ensuring adherence to the award’s requirements.
• Manage the record of grant expenses, ensuring related expenditures are captured appropriately in the general ledger.
• Record journal entries to attach or remove dollars against applicable grants, as the underlying grant agreement requires.
• Oversee the refinement of processes tied to tracking grant receipts/disbursements, minimizing the need for manual intervention.
• Monitor grant-specific spending against the established budget, distributing periodic reports to internal stakeholders.
• Initiate dialogue with operational personnel regarding any misalignment of actual grant expenditures and budgeted amounts.
• Aid in implementing corrective action as needed.
• Serve as a resource for determining the permissibility of spend requests not detailed in the original grant budget.
• Perform quarterly general ledger account reconciliations of fund balances.
• Prepare and submit funder-required reports, including related invoices and substantiation, in advance of the funder deadlines.
• Compile quarterly summary of grant and donation efforts to be used in communication to executive management and the board of directors.
• Support the annual Single Audit engagement and funder-initiated audits.
• Aid in preparing nonprofit and tax annual filings with the IRS and State Revenue agencies.
• Submit annual charitable registrations across all states in which we look to solicit donations.
• Renew applicable sales tax exemptions as needed; review transaction-level activity to ensure the exemption’s consistent, compliant application.
• Develop metrics to report BAYADA’s contribution to the broader community.
• Work with appropriate personnel to capture such operational data more accurately.

Qualifications

• Exemplifies characteristics of The BAYADA Way: compassion, excellence and reliability.
• Four (4) year college degree in Accounting or Finance.
• Two (2) to five (5) years of public accounting or related industry experience.
• Prior nonprofit experience is a plus.
• Proficient in Windows and Microsoft Office (Excel and Word) applications and ability to learn various software applications (i.e. Workday).
• Strong understanding of US GAAP standard concepts, practices, and procedures.
• Ability to manage multiple assignments and processes.
• Ability to work independently and meet competing deadlines in a fast-paced environment.
• High level of confidentiality and attention to detail with a commitment to accuracy.

Skills

• Excellent communication skills.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively with cross-functional teams.
• Knowledge of nonprofit and tax compliance regulations.

Benefits

• Paid holidays, vacation and sick leave.
• Vision, dental and medical health plans.
• Employer paid life insurance.
• 401k with company match.
• Direct deposit.
• Employee assistance program.

Pay

Base Salary: $75,000- $80,000/ year depending on qualifications

Schedule

Hybrid schedule out of Pennsauken, NJ.