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

  .