As Tax Services Associate with our Tax & Legal Affairs team, you will provide tax support to our growing client base of over 2,000 private foundations. 

In this role, you will primarily focus on the intake, research, and resolution of all incoming IRS correspondence regarding our clients’ tax filings and related payments, credits and refunds. Additionally, you will work with members of the Tax & Legal Affairs team to resolve matters from various state tax authorities and assist with ad hoc projects.

We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team, and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.

Key Responsibilities

• Intake, research, and resolution of correspondence from the IRS and state tax authorities, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments
• Manage workflow through project management software
• Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS/state records
• Coordinate the processing of physical mail from the IRS and State agencies 
• Work directly with IRS agents and internal stakeholders, such as Tax Accountants (Tax & Legal Affairs) and Private Client Advisors (Client Services) to resolve client tax matters
• Coordinate and communicate on occasion with clients and financial advisors

Requirements

• Strong analytical and problem-solving skills
• Stellar organizational skills
• Strong and clear communication, both in written and verbal formats
• Must be detail oriented, self-motivated, and able to prioritize
• Ability to learn quickly, take initiative and see projects through completion 
• Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision 
• Experience working with IRS on resolution of correspondence and other tax matters
• Bachelor's degree preferred
• 2+ years experience in an administrative or accounting related role

Physical Demands

• Constantly operates a computer and other office machinery
• Must be able to communicate information and ideas so others can understand
• The ability to observe details at close range (within a few feet) 

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 accommodation may be made to enable individuals with disabilities to perform the functions. 

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. 

We are searching for a key player in the Reconciliation and Valuation division of our Financial Accounting department. The person in this role will be responsible for executing timely reconciliations to verify all financial transactions are entered, portfolio assets are accounted for and data is complete; assisting with statement intake and valuation procurement to ensure current period deliverables are met. 

• Review various financial institutions statement of accounts to verify and enter asset balances 
• Record transactions to the ledger for the charitable and investing activity of our clients 
• Reconcile financial transactions and asset portfolios to client statement of accounts 
• Assist with statement intake and valuation procurement 

Requirements

• Strong technical skills; knowledge of accounting for brokerage statements
• Internal/ External Communication Skills
• Ability to manage and prioritize multiple projects while meeting internal SLAs and deadlines 
• Works well in a team environment as well as independently 
• Ability to identify problems and recommend solutions in a fast-paced environment 
• Must be detail oriented, motivated and able to prioritize 
• Ability to learn quickly and take initiative
• Mastery of computer and web-based financial software products
• Bachelor’s degree or 1-2 years of related experience preferred

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. 

This role is responsible for entering and reviewing client requests for payment and reimbursement of foundations expenses. Candidate must possess the ability to grasp private foundation expense (and grant) rules and concepts and apply them to administrative processes. Strong critical thinking and organizational skills, as well as attention to detail are key.   The ideal candidate has experience working as a bookkeeper/accountant/accounts payable specialist, is detailed oriented and has a strong aptitude for, and interest in, client expense processing. 

Expense Processing - 80% 

• Ensuring accuracy and proper categorization of expenses (type of expense) 
• Classifying expenses (charitable or investment related) 
• Ensuring appropriate expense documentation (invoices, receipts) 
• Reviewing each expense for compliance (self-dealing, taxable expenditure)   
• Creating records for new vendors, along with ensuring IRS Form W9 is completed for each 
• Managing recurring expenses 
• Processing batch-expenses, such as credit card payments 
• Proper treatment of in-kind expenses and other grant-related expenses 
• Identifying status of person/entity being reimbursed (disqualified person review) 

Subject Matter Expertise - 20% 

• Communication with internal stakeholders and/or clients to resolve potential concerns related to foundation expenses, including documentation for tax preparation and compliance 

Requirements

• Bookkeeping/accounting/accounts payable specialist experience  
• 2+ years of experience working with private foundation expense and grant rules 
• Ability to grasp private foundation expense (and grant) rules and concepts and apply them to administrative processes 
• Attention to detail a must  
• Strong critical thinking skills 
• Strong organizational and project management skills 
• Bachelor’s Degree preferred   

Physical Demands:

• Constantly operates a computer and other office machinery
• Must be able to communicate information and ideas so others can understand
• The ability to observe details at close range (within a few feet).
• Regularly required to talk or hear. 
• Frequently is required to use hands or fingers, handle or feel objects, tools, or controls. 
• 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.     

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 accommodation may be made to enable individuals with disabilities to perform the functions. 

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. 

We are seeking a tax accountant to be a key player in our Tax & Legal Affairs department.  The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion.  Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients, and at times with the IRS.   

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
• GL experience a plus 
• The ideal candidate will be highly motivated, detail oriented, and a self-starter 
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines 
• Strong technical skills (tax, accounting) 
• Must work well 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 
• Knowledge of Foreign Filings 
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred 

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.   

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.