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
30+ days ago