Non-Profit Tax Accountant

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Non-Profit Tax Accountant

Reports to: Team shareholder(s)
FLSA: Exempt (when full time)

Position Overview:
You will play a key role in providing tax services to tax-exempt organizations and private foundations. This position involves collaborating with Shareholders and clients to develop customized tax strategies in the non-profit/tax-exempt environment for both compliance and planning purposes.

Essential Functions:

• Specialized Tax Expertise: Handle a wide range of tax assignments with a focus on non-profit and tax-exempt organizations, including the preparation and review of specialized tax forms such as:
  • Form 990: Return of Organization Exempt From Income Tax
  • Form 990-PF: Return of Private Foundation
  • Form 990-T: Exempt Organization Business Income Tax Return
  • Form 1023: Application for Recognition of Exemption Under Section 501(c)(3)
  • Form 1024: Application for Recognition of Exemption Under Section 501(a) for other tax-exempt organizations
• Client Relationship Management: Build and maintain strong relationships with non-profit clients by providing customized tax planning and compliance services. Understand and address the unique tax needs of public charities, private foundations, and other exempt entities.
• Engagement Management: Lead or participate in tax engagements related to non-profit organizations, ensuring that all work is completed in compliance with the latest tax laws and Firm standards.
• Technical Leadership: Provide expertise and guidance on tax issues specific to non-profits, including unrelated business income, excise taxes, and tax exemption criteria. Stay current with changes in tax laws impacting the non-profit sector.
• Problem Solving: Identify and address potential issues in engagements, particularly those involving complex non-profit tax rules, and collaborate with Shareholders and clients to develop effective solutions.
• Quality Assurance: Ensure the accuracy of tax returns and other deliverables related to non-profit engagements.

Required Experience and Skills:

• Specialization in Non-Profit Taxation: Experience with non-profit and tax-exempt organization tax matters, including planning, compliance, and research, together with an understanding of the associated tax forms.
• Knowledge of Tax Rules Applicable to Tax-Exempt Organizations: At a minimum, foundational knowledge of federal and state tax laws affecting non-profit organizations.

Required Education: Bachelors in Accounting or a related field.

License/Certification: CPA highly preferred.

Working Requirements:

• Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
• Out-of-town travel with overnight stay is possible.
• Occasional overtime is expected throughout the year and more frequent overtime may be required from February through May and October through November.

Safety :

• Minimal hazards.
• General office working conditions.
• May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.

We respect each of our employees unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

Flexible work from home options available.