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▷ [Apply Now] US Tax Professional - 990
▷ [Apply Now] US Tax Professional - 990GR8 Global India • Bengaluru, Karnataka, India
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▷ [Apply Now] US Tax Professional - 990

▷ [Apply Now] US Tax Professional - 990

GR8 Global India • Bengaluru, Karnataka, India
6 days ago
Job description

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.
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    Us Tax • Bengaluru, Karnataka, India