Prepare and review Form 990 , Form 990-EZ , and Form 990-PF for U.S. tax-exempt organizations.
Assist in preparing state filings for exempt organizations and ensuring compliance with IRS and state regulations.
Perform data gathering, analysis, and reconciliations related to tax-exempt entity financials.
Support senior team members in researching tax issues affecting not-for-profits (e.g., unrelated business income, lobbying disclosures, grant reporting).
Maintain a thorough understanding of IRS guidelines, filing requirements, and deadlines for exempt organizations.
Communicate and coordinate with clients to gather necessary financial and operational information.
Ensure timely and accurate completion of deliverables within the firm’s quality standards.
Assist with process improvements , standardization, and use of technology tools for enhanced efficiency.
Required Skills and Qualifications :
Bachelor’s degree in Accounting, Finance, or Commerce (Master’s preferred).
1+ years of experience in U.S. tax compliance , specifically with Form 990 series.
Working knowledge of U.S. GAAP and tax accounting principles .
Strong analytical, problem-solving, and communication skills .
High attention to detail and ability to manage multiple projects simultaneously.
Proficiency in Microsoft Excel and data management tools .