Tax Associate

Role & responsibilities

Job Duties

-         A Non-Profit Tax Experienced Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues,

-         Gathering  information necessary for filing.

-         Financial statements Analysis with supporting documents.

-         Recognizing and communicating potential risks and working with tax software applications.

-         Preparing Excel work papers and moderate/simple returns.

-         Need to work on Schedule K-1 Analysis and preparation of 990T workpapers

-         Tick and tie workpaper with Audited Financials

-         Needs to work on small 990T returns and small PFs and Foreign forms.

-         Submitted Time sheet on daily basis and meeting the daily Utilization Goal

-         Need to give daily work status to respective Reviewer or Manager

-         Need to coordinate with US counterpart for project related questions.

Qualifications, Knowledge, Skills and Abilities

Qualifications

• Bachelors degree in Accounting or other relevant field required
• Masters degree in Accounting beneficial, masters degree in taxation preferred

Experience

• 0-2  years of prior experience
• Prior experience with exempt tax return experience (Form 990, 990-T, 990-PF & K-1 Analysis)
• good of basic accounting skills including trial balance and journal entries
• Understanding of financial statements and the underlying supporting workpapers.

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
• Experience in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, Prosystems, or comparable programs and standard tax workpapers

Other Knowledge, Skills Abilities

• Solid verbal and written communication skills
• Ability to follow instructions as directed by members of Tax Team
• Ability to prepare simple and Moderate tax returns
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to compliance
• Strong analytical, research and critical thinking skills
• Ability to work well in a team environment
• Ability to manage multiple projects under deadline with supervision

Preferred candidate profile