Job Summary:
The Tax Experienced Senior, Non-Profit will be responsible for coordinating the day-to-day preparation and gathering of information for client tax returns. This position is also responsible for basic tax research and the ability to interact and assist with client needs. The Tax Experienced Senior, Non-Profit may also be charged with supervising and reviewing the work of Core Tax Services Associates working on nonprofit client engagements.
Job Duties:
Ensures tax exempt returns (Forms 990, 990-PF and 990-T) are completed in a timely manner
Gathers and manipulates audit and client information necessary to prepare returns
Works in a paperless environment with tax software applications, MS Excel, MS Word and Adobe
Assists clients and professionals with preparation and review of Forms 990, 990-PF and 990-T
Identifies when research is needed; conducts research on basic and complex tax issues and provides documentation and support for conclusions
Interfaces with local and national BDO Non-Profit Industry Group specialists
Provides support to corporate and individual tax practices as needed
Assists with tax exempt articles for publication and external presentations
Other duties as required
Supervisory Responsibilities
Supervises the day-to-day work assignments of Core Tax Services Associates
Provides verbal and written performance feedback to Core Tax Services Associates, as necessary
Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, required
Experience:
Four (4) or more years of public accounting tax experience, required
Experience with tax return preparation, required
License/Certifications:
CPA, preferred
Software:
Proficient with MS Excel and Word and Adobe, required
Experience with tax software applications, required
Experience with ProSystems and GoRS, preferred
Other Knowledge, Skills & Abilities:
Strong written and verbal communications skills
Strong analytical, research and critical thinking skills
Possesses foundational knowledge of basic accounting skills including trial balance and journal entries
Understands financial statements and the underlying supporting work papers
Ability to manage multiple projects under deadline with supervision
Ability to communicate and interact with clients on a regular bases
Strong attention to detail and the ability to follow instructions as directed by members of the Tax team
Takes the initiative when needed
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Ability to train other team members
Ability to work well in a team environment
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Colorado Range: $95,000 - $105,000
Illinois Range: $90,000 - $108,000
Maryland Range: $92,000 - $110,000
Minnesota Range: $80,000 - $95,000
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
