Job Summary :
The Nonprofit Tax Senior Associate 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 Non Profit Tax Senior Associate may also be charged with supervising and reviewing the work of Core Tax Services Associates working on non profit client engagements.
Job Duties :
- Ensures tax exempt returns (Forms 990, 990-PF and 990-T) are completed timely
- 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 AssociatesProvides verbal and written performance feedback to Core Tax Services Associates, as necessaryActs as mentor to Core Tax Services AssociatesQualifications, Knowledge, Skills and Abilities :
Education :
Bachelors degree in AccountingExperience :
3-5 years prior public accounting tax experienceLicensed CPA preferredExperience with tax return preparation - exemptSoftware :
Skilled with MS Excel and Word and AdobeExperience with tax software applicationsExperience with ProSystems and GoRS a plusOther Knowledge, Skills & Abilities :
Strong written and verbal communications skillsStrong analytical, research and critical thinking skillsPossesses foundational knowledge of basic accounting skills including trial balance and journal entriesUnderstands financial statements and the underlying supporting work papersAbility to manage multiple projects under deadline with supervisionAbility to communicate and interact with clients on a regular basesStrong attention to detail and the ability to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceAbility to effectively delegate work as neededAbility to train other team membersAbility to work well in a team environment