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.