Tax Senior Associate - Not for Profit

Baker Tilly•San Diego, CA

21h•$79,400 - $108,900

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. This role is for a Tax Senior Associate on the NFP (Not For Profit) team, based out of Los Angeles. The position involves delivering industry-focused tax advisory and compliance services to middle-market clients. The firm emphasizes upward career trajectory, flexibility in work location, and meaningful relationships. The role is ideal for someone looking to build a career in the NFP industry, become an industry expert, and serve as a trusted business advisor. The firm is described as a leading CPA advisory firm that serves middle-market clients with transparent decision-making and a focus on client and employee well-being. The company offers structured programs for development and career growth, including 'My Time Off', 'My Development', and 'Dress for Your Day'.

Requirements

4-year degree, and License eligible
Three (3) years of experience providing federal tax compliance, preferably in the nonprofit tax area (This includes experience preparing and reviewing Forms 990, 990-PF, and related nonprofit tax filings)
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred

Nice To Haves

CPA, Law License, or Enrolled Agent Preferred

Responsibilities

Be a trusted member of the engagement team providing various tax and advisory services to many different types of nonprofits.
Provide tax compliance, consulting, and planning services to tax-exempt organizations, including charitable organizations, private foundations, educational institutions, healthcare organizations, and other nonprofit entities.
Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries.
Partner with tax leaders on complex nonprofit tax engagements and special projects related to exempt organization compliance, tax planning, UBIT analysis, and regulatory matters impacting tax-exempt entities.
Develop recommendations for the client to consider and share with leadership to discuss and strategize.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.