Job Summary :
The Nonprofit Tax Senior Associate will be responsible for coordinating the day-to-day preparation and gathering of information for client tax returns.
This position is also responsible for basic tax research and the ability to interact and assist with client needs. The Non Profit Tax Senior Associate may also be charged with supervising and reviewing the work of Core Tax Services Associates working on non profit client engagements.
Job Duties :
- Ensures tax exempt returns (Forms 990, 990-PF and 990-T) are completed timely
- Gathers and manipulates audit and client information necessary to prepare returns
- Works in a paperless environment with tax software applications, MS Excel, MS Word and Adobe.
- Assists clients and professionals with preparation and review of Forms 990, 990-PF and 990-T
- Identifies when research is needed; conducts research on basic and complex tax issues and provides documentation and support for conclusions
- Interfaces with local and national BDO Non Profit Industry Group specialists
- Provides support to corporate and individual tax practices as needed
- Assists with tax exempt articles for publication and external presentations
- Other duties as required
Supervisory Responsibilities :
- Supervises the day-to-day work assignments of Core Tax Services Associates
- Provides verbal and written performance feedback to Core Tax Services Associates, as necessary
- Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities :
Education :
Bachelors degree in Accounting
Experience :
- 3-5 years prior public accounting tax experience
- Licensed CPA preferred
- Experience with tax return preparation - exempt
Software :
- Skilled with MS Excel and Word and Adobe
- Experience with tax software applications
- Experience with ProSystems and GoRS a plus
Other Knowledge, Skills & Abilities :
- Strong written and verbal communications skills
- Strong analytical, research and critical thinking skills
- Possesses foundational knowledge of basic accounting skills including trial balance and journal entries
- Understands financial statements and the underlying supporting work papers
- Ability to manage multiple projects under deadline with supervision
- Ability to communicate and interact with clients on a regular bases
- Strong attention to detail and the ability to follow instructions as directed by members of Tax Team
- Takes appropriate actions without being asked
- Seeks advice of appropriate superiors regarding issues, problems related to compliance
- Ability to effectively delegate work as needed
- Ability to train other team members
- Ability to work well in a team environment
Financial Services Tax - Real Estate Senior Associate
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...
Tax Senior
The Tax Senior is responsible for providing comprehensive tax advisory and compliance services, collaborating with colleagues to conduct tax planning for various clients, and supervising junior staff. They also delegate work to tax staff and interns, participate in firm-wide and tax department admin...
Tax Senior
The Tax Senior is responsible for providing comprehensive tax advisory and compliance services, collaborating with colleagues to conduct tax planning for various clients, and supervising junior staff. They also delegate work to tax staff and interns, participate in firm-wide and tax department admin...
Specialized Tax Services - Research & Development - Senior Associate
SummaryA career in our Specialised Tax Services practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acti...
Tax Senior
The Tax Senior is responsible for providing comprehensive tax advisory and compliance services, collaborating with colleagues to conduct tax planning for various clients, and supervising junior staff. They also delegate work to tax staff and interns, participate in firm-wide and tax department admin...
Tax Senior Associate - Private Companies
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax complianc...
Tax Senior
Vice President Quality/Food Safety.This position provides global leadership and expertise to ensure the company’s products meet the highest standards for Food Safety and Quality.This role works closely with manufacturing, sales, R&D, Purchasing, and other departments to ensure the company has a best...
Asset & Wealth Management - Tax Senior Associate
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...
Insurance Tax Senior Associate - United States
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...
Corporate Tax Senior Associate - US
You’ll focus on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. SummaryA career within Corporate Tax services, will provide you with the opportunity to help our clients meet the...