- Prepare Forms 990, 990-PF and 990-T and provide advice to clients regarding exempt organization and tax return issues
- Ensure both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards
- Ability to work on multiple clients and deadlines to match internal and client expectations for timely delivery of service
- Gather and manipulate audit and client information as needed to prepare returns
- Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report the analysis
- Develop and train Staff level team members
- Work closely with tax supervisors and managers to satisfy the needs with planning compliance
- BA/BS/MS degree in Accounting from an accredited college/university required
- MST degree preferred
- 3+ years of progressive tax experience in public accounting
- CPA certification or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework required
- Strong 990, 990-PF and 990-T tax compliance and review experience required
- Able to provide tax planning and advisory services to colleges and universities, public charities, private foundations, healthcare entities, and other types of tax-exempt entities
- Knowledge of Internal Revenue Service (IRS) codes and exempt organization tax matters
- Knowledge of tax software, ProSystem fx, Engagement a plus
- Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities
- Must be able to work additional hours during busy season, as needed, to meet client deliverables
-
Senior Tax Associate or Tax Supervisor
5 days ago
PKF O'Connor Davies Woodcliff Lake, United StatesOverview: · The Tax Senior/ Supervisor will be responsible for the efficient, accurate, complete and timely preparation and review of tax returns for our diverse client base. This individual will be responsible for advising clients on the tax implications of their business objec ...
-
Associate or Vice President, Tax Equity
11 hours ago
Santander Holdings USA Inc New York, United States Full timeAssociate or Vice President, Tax EquityNew York, United States of AmericaGeneral Description: · Santander Corporate & Investment Bank ("SCIB") is the leading energy transition structuring and financing bank in the US. With the goal of growing US CIB revenue c. 20% YOY between 202 ...
-
Associate, State and Local Taxes
6 days ago
KPMG Montvale, United StatesBusiness Title: Associate, State and Local Taxes · Requisition Number: · Function: Business Support Services · Area of Interest: · State: NJ · City: Montvale · Description: · Known for being a great place to work and build a career, KPMG provides audit, tax and advisory se ...
-
Tax Associate
6 days ago
Eteam Infoservices Private Limited New York, United States ContractJob Overview: · We are seeking a detail-oriented Tax Associate to join our team. · The ideal candidate will have a strong background in tax law, financial concepts, and auditing. As a Tax Associate, you will play a key role in assisting clients with tax planning and compliance. · ...
-
Tax Associate
10 hours ago
Tandym Group New York, United StatesA financial services company located in New York City is actively seeking a dedicated and analytical professional to join their staff as their new Tax Associate. · Responsibilities: · The Tax Associate will: · Assist in the review of tax filings and K-1s · Prepare tax estimates ...
-
Tax Associate
10 hours ago
TEEMA New York, United StatesJob Title: Tax Associate Job ID: 62714 Location: New York, New York Overview: A leading global law firm renowned for its comprehensive transactional tax practice, handling sophisticated work in complex M&A transactions, partnership and joint venture transactions, capital markets, ...
-
Tax Associate
10 hours ago
RightWorks Inc New York, United StatesTax Associate · About the Tax Section · The tax team has a broad transactional tax practice with a focus on M&A, both domestic and cross-border, and on advising investment partnerships, as well as their portfolio companies in a wide range of activities, including fund formation ...
-
Tax Associate
2 days ago
Apollo Inc New York, United StatesPosition Overview · Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing str ...
-
Tax Associate
1 day ago
Regal Executive Search New York, United StatesJob Description · SENIOR ASSOCIATE – TAX · JOB DESCRIPTION · As Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below: · Leads and ma ...
-
Tax Associate
5 days ago
PKF O'Connor Davies Stamford, CT, United StatesOverviewThe Tax Associate will be responsible for preparation of corporate, partnership and individual returns for a middle market client base. This individual will work closely with partners, managers and clients with tax preparation and planning. Essential DutiesResearch and co ...
-
Associate, Tax
1 day ago
SS&C Technologies New York, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Tax Associate
1 day ago
CBIZ Purchase, United StatesWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise c Tax, Associate, Accounting, P ...
-
Tax Associate
6 hours ago
Marathon Asset Management New York, United StatesOverview: · Marathon Asset Management is a market and cycle-tested global alternative credit manager founded in 1998 by Bruce Richards (Chief Executive Officer) and Louis Hanover (Chief Investment Officer). The firm manages approximately $22 billion in assets under management ac ...
-
Associate, Tax
6 days ago
SS&C New York, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Associate: Tax
2 days ago
White & Case New York, United StatesFirm Summary · White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever ...
-
Tax Associate
2 days ago
Northbound Search New York, United StatesJob Description · Job DescriptionJob Description: · A leading Private Equity Firm in New York, NY is seeking a Tax Associate to join their growing team This individual will be working with the Tax Manager and the team, covering all aspects of tax. This person will need to have at ...
-
Tax Associate
5 days ago
Frankel Loughran Starr & Vallone LLP Garden City, United StatesJob Description · Job DescriptionAre you seeking a collaborative and rewarding work environment? Do you thrive in an energetic environment? If so, FLSV is the right fit for you We are currently seeking a Full-Time Tax Associate to join our growing team · At FLSV our people are ou ...
-
Tax Associate
5 hours ago
Abacus Group New York, United StatesJob Description · Job DescriptionOur client is a hedge fund. They seek a temp Tax Associate to join their Manhattan, NY office. · Responsibilities · Prepare U.S. income tax forms, specifically partnership (1065) · Understand partnership K-1/K-3 reporting, and separately stated i ...
-
Associate Director, International Tax
2 days ago
BD (Becton, Dickinson and Company) Franklin Lakes, United States**Job Description Summary** · As Associate Director, International Tax, you will play a critical role and work directly with the Vice President, International Tax, and other members of the Tax Department on US international compliance, quarterly and year end provision computation ...
-
International Tax, Associate Director
2 days ago
BD (Becton, Dickinson and Company) Franklin Lakes, United States**Job Description Summary** · As Associate Director, International Tax, you will play a critical role and work directly with the Vice President, International Tax, and other members of the Tax Department on US international compliance, quarterly and year end provision computatio ...
Senior Tax Associate - Woodcliff Lake, United States - PKF O'Connor Davies
Description
Overview:
The Senior Tax Associate will be responsible for the preparation of Not-for-Profit tax returns. The individual will be responsible for researching and applying tax foundational knowledge to identify potential tax issues, participate in the tax planning process, recognize and communicate potential risks and work with tax software applications. The individual will work closely with supervisors, managers and clients regarding tax compliance, planning and review.
Essential Duties:PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
#LI-KE1
#LI-Hybrid
