Senior Tax Associate, Exempt Organizations

Crowe • Chicago, IL

4d • Remote

About The Position

A Senior Associate in the Exempt Organizations (EO) Tax Services practice at Crowe LLP plays a key leadership role in a highly specialized national team focused exclusively on serving the unique needs of tax-exempt clients. Our EO team is highly collaborative, combining extensive sector knowledge with tax technical expertise to deliver tailored solutions that help organizations meet their compliance obligations and strategic goals. Our team is highly collaborative, combining extensive sector knowledge with tax technical skills to deliver tailored compliance and advisory solutions. You’ll play an important role in the execution and delivery of client engagements, including preparation and review of information returns (Forms 990, 990-T, 990-PF) and providing support on technical matters such as unrelated business income (UBI), public support testing, intermediate sanctions, federal, foreign and state reporting. This role offers the opportunity to develop subject matter expertise, deepen client relationships, and build a strong foundation for leadership within a dynamic and fast-growing practice area. You’ll work directly with managers and partners while also helping to coach and develop junior staff.

Requirements

• Bachelor’s degree in Accounting or related field
• CPA or JD preferred, CPA eligibility required
• 3+ years of relevant tax experience, preferably with tax-exempt clients or nonprofit entities
• Basic to intermediate understanding of Form 990, 990-T and 990-PF and related exempt organization tax issues
• Excellent organizational, analytical, and problem-solving skills
• Strong interpersonal and written communication skills
• Familiarity with tax compliance software CCH, 990 Tracker, or similar platform preferred
• Exposure or understanding of Alteryx preferred
• Open to Remote candidates
• We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
• In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
• Crowe is not sponsoring for work authorization at this time.

Nice To Haves

• CPA or JD preferred
• Familiarity with tax compliance software CCH, 990 Tracker, or similar platform preferred
• Exposure or understanding of Alteryx preferred

Responsibilities

• Prepare and review federal and state tax filings for exempt organizations, including Forms 990, 990-T, 990-PF, and related schedules
• Assist in identifying and resolving issues related to UBI, compensation reporting, governance disclosures, and public support calculations
• Research and apply relevant IRS regulations and case law to client situations
• Maintain up-to-date knowledge of tax issues and industry trends impacting exempt organizations
• Work on multiple engagements concurrently while meeting internal and external deadlines
• Coordinate effectively with internal teams and client contacts to gather data and ensure smooth delivery
• Monitor project timelines, budget adherence, and documentation requirements
• Support the development and coaching of interns and staff through on-the-job training and constructive feedback
• Actively contribute to a team-oriented culture that values learning, collaboration, and innovation
• Participate in internal learning programs and contribute to the development of team tools and best practices.

Benefits

• At Crowe, you can build a meaningful and rewarding career.
• With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact.
• We embrace you for who you are, care for your well-being, and nurture your career.
• Everyone has equitable access to opportunities for career growth and leadership.
• That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services.
• Your exceptional people experience starts here.
• At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package.
• We will nurture your talent in an inclusive culture that values diversity.
• You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level