Tax Services Senior Associate - EO
Core
US tax compliance for exempt organizations, including preparation and review of IRS Forms 990, 990-T, 990-PF, and 1023.
Role type
Senior Associate (IC)
Builds
Tax returns and workpapers for US exempt organization clients
Domain
US Taxation / Exempt Organizations
Required skills
US tax compliance, IRS Form 990/990-T/990-PF/1023 preparation, technical research, tax software proficiency (CCH, Go system), workpaper preparation, taxable income calculation
Preferred skills
CPA or Enrolled Agent certification, Big 4 or large firm experience, partnership return knowledge (Form 1065), state tax returns, UBIT analysis
Technologies
CCH, Go system, MS-Office
Responsibilities
Prepare and review IRS Forms 990, 990-T, 990-PF, and 1023; calculate taxable income and prepare workpapers; research technical issues regarding tax-exempt status and UBIT; engage in client meetings to resolve tax matters; align team priorities and schedules
Seniority
Senior, hands-on IC