Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms)
Calculate, review, and approve quarterly estimates
Draft responses to client comments and questions
Research and draft responses to correspondence received from tax authorities
Analyze Minimum Distribution Requirements
Other tax-related projects as requested by management
Requirements
Bachelor's degree in accounting
3-5 years of tax return preparation experience
General accounting experience preferred (GL experience a plus)
Experience with Complex Investments (Alternative Assets), K-1s and Foreign Filings
Strong technical tax and accounting skills
Experience with GoSystem Tax RS preferred
Mastery of computer and web-based products (MS Word, Excel, Outlook, Adobe Acrobat, Salesforce)
Strong organizational skills
Ability to manage and prioritize multiple projects while meeting deadlines
Must work collaboratively in a team environment as well as independently
Confidence to identify problems and recommend solutions
Excellent written and oral communication skills
Highly motivated, detail-oriented, self-starter.
Benefits
Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return preparationfoundation tax returnsIRS Forms 990PFIRS Forms 990Tquarterly estimatesMinimum Distribution RequirementsComplex InvestmentsK-1sForeign Filingsgeneral accounting