Non-Profit Tax Senior Accountant

GRF CPAs & AdvisorsBethesda, MD
35d$85,000 - $11,000Hybrid

About The Position

Responsible for organizing and coordinating client’s tax data for the accurate and timely completion of returns for exempt organizations for review by Supervisors or Managers, and to work with exempt organization clients in the resolution of tax-related questions and issues.

Requirements

  • Bachelor's degree in accounting, or bachelor's degree in another discipline with various course work in taxes and accounting.
  • At least two years of experience preparing 990's.
  • Effective written and oral communications with employees, partners, and clients.
  • Assist in planning and organizing daily activities, setting priorities and ensuring tasks are performed.
  • Maintain confidentiality of sensitive firm and client information.
  • Maintain and communicate status of jobs assigned.
  • Must possess strong organizational and time management skills.
  • Minimum of forty hours of continuing professional education is required each year.
  • Proficiency in use of computers and computer accounting and tax programs.

Nice To Haves

  • CPA Exam candidate eligible (preferred).

Responsibilities

  • Review tax information submitted by clients for completeness; meet with or call clients with questions. Work with manager to answer client’s questions. Organize and coordinate client tax data for accurate and timely completion of returns.
  • Prepare tax workpapers. Review tax information submitted by clients for completeness and address any questions.
  • Prepares tax returns of various complexities using computer software. This includes forms typically needed for exempt organization clients included (but not limited to:) Forms 990, 990-T, 1120-POL, state returns, state charitable registrations and certain foreign filings.
  • Track job statuses and communicate issues with the manager.
  • May work with managers to draft responses to tax notices/letters from the IRS.
  • Perform tax research projects as directed.
  • Work with confidential client matters; requires ability to keep matters confidential.
  • Familiar with materials to research basic tax questions and planning assignments. Research basic tax questions and planning assignment.
  • Work with management to prepares tax projections.
  • Work with management to respond to tax notices and draft responses as required.
  • Performs such other duties as may be assigned.

Benefits

  • 401(k) plan with profit sharing
  • 100% paid individual medical, life and disability insurance
  • student loan repayment
  • a culture that fosters flexibility and career development
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