Tax Associate - 990

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 .