US Tax Professional - 990

The

Senior Associate / Assistant Manager – Form 990

will be responsible for managing compliance engagements for U.S. tax-exempt organizations, reviewing tax returns, leading client communications, and mentoring junior associates. The role requires strong technical knowledge of

IRS Form 990 ,

Form 990-PF , and

Form 990-T , along with experience in handling large data sets and coordinating across teams to ensure timely, accurate, and high-quality deliverables.

Key Responsibilities :

Review and prepare

Form 990, 990-EZ, 990-PF, and 990-T for U.S. tax-exempt organizations.

Manage

end-to-end compliance engagements , including data collection, analysis, tax adjustments, and final review.

Ensure accurate

reporting of revenue, contributions, grants, functional expenses, and investments .

Review

unrelated business income (UBI)

calculations and

supporting schedules .

Provide

technical guidance and training

to junior team members on 990 compliance and reporting standards.

Conduct

research on exempt organization tax issues , including filing requirements, UBIT, lobbying, and governance.

Review

state compliance filings

and ensure adherence to multi-jurisdictional filing deadlines.

Maintain direct communication with clients and U.S. counterparts to resolve queries and review deliverables.

Identify process improvements and assist in implementing automation tools and best practices to improve efficiency.

Support

ad hoc advisory projects

related to exempt organizations as needed.

Required Skills and Qualifications :

Bachelor’s or Master’s degree

in Accounting, Commerce, or Finance.

3+ years of experience in

U.S. tax compliance , with a focus on

Form 990 series

(990, 990-PF, 990-T).

Strong understanding of

IRS regulations for exempt organizations ,

UBIT rules , and

state filing requirements .

Experience using

GoSystem ,

CCH Axcess , or

ProSystem fx

(preferred).

Excellent

analytical and review skills , with attention to accuracy and compliance quality.

Strong

written and verbal communication

skills for effective client and stakeholder interaction.

Proficiency in

Microsoft Excel and data management tools .

Ability to

mentor, supervise, and review

the work of junior team members.

Strong

organizational and time management skills

with the ability to handle multiple priorities.