Bachelor's degree in Accounting or Finance is required., CPA certification is preferred., Strong knowledge of tax laws and regulations is essential., Proficiency in accounting software and Microsoft Excel is necessary..
Key responsibilities:
Prepare and file federal and state tax returns for clients.
Conduct tax research and provide guidance on tax-related issues.
Assist clients with tax planning and compliance strategies.
Maintain accurate records and documentation for audits and reviews.
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As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey.
For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.
Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.
We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.
Prepare and file foundation tax returns (70%)
Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868)
Research, Analysis and Reporting (30%)
Calculate and review quarterly estimates
Responsible for drafting responses to client comments and questions
Research and draft responses to correspondence received from tax authorities (mostly in the form of IRS Notices)
Analyze Minimum Distribution Requirements
Other tax related projects as requested by management
Requirements
Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred
Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred
Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines
Strong technical skills (tax, accounting)
Must work collaboratively in a team environment as well as independently
Confidence to identify problems and recommend solutions in a fast-paced environment
Excellent written and oral communication skills
Knowledge of K-1s and Foreign Filings
Highly motivated, detail oriented, self-starter
GL experience a plus
Salary
: $75-$85k
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.