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AI Summary
About The Back Room
We exist to free our clients' time so they can focus on what they do best — growing their business. We deliver smart, efficient solutions that liberate teams from the everyday admin, and we hold ourselves to the same standard. Time is the ultimate currency, and we treat it like it.
About the Client
Our client is one of the largest CPA and advisory firms in the Southeastern United States, providing audit, tax, accounting, and consulting services to a wide range of industries and organizations. Established in 1918, the firm has built a strong reputation for delivering personalized client service, technical expertise, and long-term business partnerships.
The Role
We are looking for an experienced Nonprofit Tax Professional to join the team and take a key role in managing tax engagements for nonprofit organizations. In this role, you will oversee the preparation and review of nonprofit tax returns, including Form 990, while applying your knowledge of US tax laws, regulations, and tax planning strategies to address complex client needs.
You will work closely with clients to provide tax guidance, identify opportunities for tax savings and risk reduction, and ensure that all tax work is accurate, compliant, and aligned with professional standards. The role also involves reviewing tax research, returns, and workpapers, leading client discussions, and supporting the development of team members.
This is an opportunity for a seasoned tax professional who wants to combine technical tax expertise, client advisory, engagement management, and leadership within the nonprofit sector.
What You'll Do
CLIENT SERVICE EXCELLENCE
Acts as a supervisor to ensure client work is performed within time, scope, and budget
Sees the big picture for the client’s business, objectives, and industry and thinks creatively to solve business problems as well as team conflict
Manages engagement and client expectations, ensures satisfaction, and communicates upward
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely responses to client and internal requests
Additional duties as assigned
PEOPLE MANAGEMENT/RELATIONSHIPS
Assesses problem/issue materiality and interprets the implications for the client; understands
the client’s tolerance for risk
Leads client meetings
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely responses to client and internal requests
Builds knowledge of the firm’s services and effectively presents ideas to clients that result in additional services
EXPERTISE
Researches and reviews work papers for various books to tax differences
Ability to apply relevant tax law to particular clients and circumstances
Demonstrates an understanding of and applies tax planning concepts
Strong knowledge of tax codes, regulations, rulings, and case law
Manages the preparation of all required non-profit tax returns, including 990 forms
Provides tax advice to non-profit organizations, helping them to select the most advantageous options for tax purposes
Identifies tax credits and deductions available to non-profit organizations and provides guidance on how to apply for them
Provides training and support to non-profit organizations with respect to tax issues and compliance
Recognizes industry trends and the potential opportunities for savings & risk reduction applicable to the client’s business and tax burden
Review research findings, tax returns, and client tax work papers to ensure conclusions are consistent with firm policies and professional standards and determine implications and the best course of action for the client
Understands and follows all firm policies, AICPA ethics rules, Circular 230, 6694, and other
professional standards
PRODUCTIVITY & BUSINESS GROWTH
Seeks business development opportunities through new or existing contacts
Understands our business and how we generate profit and can this tactically and act quickly to capitalize on an opportunity
Undergraduate degree required; Master’s preferred
CPA required
5+ years of tax experience is required
Comprehensive understanding of tax code/rules and implications
Experience preparing returns and researching more complex tax issues
Strong interpersonal and analytical skills
Why This Role
This role is a great opportunity for experienced tax professionals to deepen their expertise in US nonprofit taxation and Form 990, while taking on more complex tax matters and advisory responsibilities. You’ll have the opportunity to work closely with clients, provide tax planning and compliance guidance, review tax work, and take on leadership responsibilities within engagements.
This role is open to Philippine citizens currently based in the Philippines.
Know someone great for this role? Refer them here and earn up to PHP 8,000 via GCash for every successful hire.
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