Tax Services Associate - EO
Core
Prepare and review US federal and state tax returns for exempt organizations, including IRS Forms 990, 990-T, 990-PF, and 1023, while calculating taxable income and researching technical issues.
Role type
Tax Services Associate (Staff)
Builds
US tax compliance filings and workpapers for exempt organization clients
Domain
Accounting / US Taxation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US federal and state tax compliance, preparation of IRS Form 990/990-T/990-PF/1023, calculation of taxable income, research of UBIT and tax-exempt status, tax software proficiency (OneSource, CCH, Go system)
Preferred skills
CPA or Enrolled Agent certification, Big 4 or large national accounting firm experience, Alteryx proficiency, MS-Office proficiency
Technologies
OneSource Income Tax, CCH, Go system, Alteryx, MS-Office
Responsibilities
Prepare and review IRS Forms 990, 990-T, 990-PF, and 1023; Prepare workpapers and calculate taxable income; Research and analyze technical issues related to tax-exempt status and unrelated business income tax (UBIT); Engage in client meetings and presentations to discuss and resolve tax matters; Facilitate the alignment of team priorities and schedules; Continuously engage in learning new skills and acquiring knowledge in US tax and relevant technologies.
Seniority
Mid-level, hands-on IC