US Tax Associate (For Pooling)

 Posted 3 days ago
     
2-5 years experience
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AI Summary

The associate will prepare and review IRS Form 990 series returns for nonprofit organizations while ensuring compliance with federal and state regulations. They will also conduct tax research, identify planning opportunities, and manage client engagements to ensure high-quality, timely filings.

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.workstream.

The Role
As a US Nonprofit Tax Associate, you will support a portfolio of tax-exempt organizations by preparing and reviewing IRS Form 990 series returns while ensuring compliance with federal and state tax regulations. You'll work closely with experienced tax professionals to research tax matters, identify planning opportunities, and deliver accurate, timely tax filings that help nonprofit organizations meet their reporting obligations. Success in this role means consistently producing high-quality, review-ready tax returns, applying technical tax knowledge to client engagements, and becoming a trusted contributor throughout the tax compliance process.


What You'll Do

  • Preparation of all required non-profit 990 tax returns, including Form 990, 990-EZ, 990-N and 990-T forms and any related applicable state forms

  • Identifies tax credits and deductions available to non-profit organizations

  • Ensures client work is performed within time, scope, and budget

  • Manages engagement and client expectations, ensures satisfaction, and communicates upward to assigned Supervisor

  • Researches and reviews work papers for various book 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

  • Review research findings, tax returns, and client tax work papers to ensure conclusions are consistent with firm policies and professional standards

  • Understands and follows all firm policies, AICPA ethics rules, Circular 230, 6694, and other professional standards

  • Additional duties as assigned


What We're Looking For

  • Undergraduate degree required; Master’s preferred

  • Active CPA License required

  • 1-3 years of tax experience is preferred

  • 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 offers the opportunity to develop specialized expertise in the nonprofit tax sector—a highly sought-after niche within US public accounting. You'll gain hands-on experience with IRS Form 990 engagements, work on complex tax compliance matters for tax-exempt organizations, and deepen your understanding of US tax law while collaborating with experienced professionals who will support your technical and career growth.


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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