Job Title: Tax Senior
Job Responsibilities:
As a Tax Senior within the Tax-Exempt practice of the company, the primary responsibilities focus on providing tax compliance and consulting services to a diverse range of non-profit clients. These clients include health care providers, private foundations, public charities, higher educational institutions, and other non-profit organizations. The role involves:
- Maintaining and developing strong client relationships on various federal tax consulting and compliance engagements.
- Advising clients on a variety of tax issues, including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.
- Overseeing federal tax compliance and consulting projects requiring tax analysis for various entities and their affiliates.
- Working directly with sophisticated clients and managing the tax engagement team.
- Collaborating with an elite group of specialists and being connected to a strong support system from firm leadership to ensure success in the role and career.
- Interacting and working with like-minded Tax-Exempt specialists from across the country on a regular basis.
Education and Experience Information:
- A Bachelor’s degree in Accounting, Business, Finance, or other business-related fields is required.
- Candidates must have 3+ years of experience in federal taxation with a strong emphasis on tax-exempt organizations, including a combination within health care providers, health plans, private foundations, and other community organizations.
- One of the following active accreditations is required, obtained, in process, or willing/able to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- Ability to travel up to 25%, on average, based on the work and the clients and industries/sectors served.
Preferred qualifications include:
- An advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4 or large CPA firm.
- Solid understanding and experience with federal tax compliance, tax analysis, and tax research.
- Understanding of mergers, acquisitions, and restructuring specific to tax-exempt organizations.
- Excellent research, writing, presentation, and communication skills.
- Strong management and analytical skills.
Salary Information:
The wage range for the Tax Senior role considers various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The estimated range is $66,570 to $151,580. Compensation decisions are dependent on the facts and circumstances of each case, and it is not typical for an individual to be hired at or near the top of the range for their role. Additionally, the candidate may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, where an award, if any, depends on various factors, including individual and organizational performance.
Legal Considerations:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected basis, in accordance with applicable law.
